Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-436- 7.53% |
$58.3K - $73.5K
|
5.36K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-410- 17.9% |
$54.8K - $69.1K
|
1.88K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
13.1K+ 3.41% |
$1.75M - $2.21M
|
397K
$61.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$3.34K - $4.21K
|
25
$3.86K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-331- 7.16% |
$44.3K - $55.8K
|
4.3K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.76K- 11.78% |
$235K - $296K
|
13.2K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-407- 9.65% |
$54.4K - $68.6K
|
3.81K
$588K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 5.3% |
$11.4K - $14.3K
|
1.52K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
197+ 6.35% |
$26.3K - $33.2K
|
3.3K
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-266- 6.43% |
$35.6K - $44.8K
|
3.87K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-77- 3.38% |
$10.3K - $13K
|
2.2K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.45% |
$3.21K - $4.04K
|
5.34K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.41K- 4.79% |
$322K - $405K
|
47.8K
$7.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
103+ 1.86% |
$13.8K - $17.4K
|
5.64K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17+ 1.11% |
$2.27K - $2.86K
|
1.55K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
9+ 0.57% |
$1.2K - $1.52K
|
1.59K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$237K - $299K
|
1.78K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-449- 3.59% |
$60K - $75.7K
|
12K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-60- 0.25% |
$8.02K - $10.1K
|
23.6K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-374- 17.46% |
$50K - $63K
|
1.77K
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4K+ 24.6% |
$535K - $674K
|
20.3K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
3.31K+ 21.85% |
$443K - $558K
|
18.5K
$2.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-122- 0.53% |
$16.3K - $20.6K
|
22.8K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.64K- 40.59% |
$220K - $277K
|
2.41K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-13.5K- 3.25% |
$1.8M - $2.27M
|
401K
$62M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.43K+ 5.53% |
$593K - $747K
|
84.5K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
265+ 5.04% |
$35.4K - $44.7K
|
5.53K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-457- 7.64% |
$61.1K - $77K
|
5.52K
$853K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
15.4K+ 269.45% |
$2.06M - $2.59M
|
21.1K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
33.3KNew |
$4.45M - $5.61M
|
33.3K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-383- 4.49% |
$51.2K - $64.5K
|
8.14K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.35% |
$669 - $843
|
1.42K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$233K - $293K
|
33.3K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 21.34% |
$263K - $332K
|
7.26K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
31+ 0.1% |
$4.15K - $5.22K
|
32.1K
$4.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
849+ 0.73% |
$114K - $143K
|
117K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.36K+ 13.92% |
$182K - $229K
|
11.1K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 186.95% |
$470K - $592K
|
5.39K
$832K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 31.78% |
$186K - $235K
|
2.99K
$462K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.67K- 25.48% |
$491K - $619K
|
10.7K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-186- 1.15% |
$24.9K - $31.3K
|
15.9K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-150- 8.1% |
$20.1K - $25.3K
|
1.7K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-953- 10.77% |
$127K - $161K
|
7.9K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
728+ 3.09% |
$97.4K - $123K
|
24.3K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-108- 13.78% |
$14.4K - $18.2K
|
676
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.91% |
$5.48K - $6.91K
|
4.45K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-668- 13.17% |
$89.3K - $113K
|
4.41K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-187- 6.01% |
$25K - $31.5K
|
2.93K
$452K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-107- 0.29% |
$14.3K - $18K
|
37.1K
$5.72M
|