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 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-335- 2.37% |
$44.8K - $56.5K
|
13.8K
$2.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-139- 1.08% |
$18.6K - $23.4K
|
12.7K
$1.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 4.93% |
$11.4K - $14.3K
|
1.64K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$267 - $337
|
4.85K
$749K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.44K- 4.86% |
$727K - $916K
|
106K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-48- 2.47% |
$6.42K - $8.09K
|
1.89K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
315+ 10.19% |
$42.1K - $53.1K
|
3.41K
$526K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
137+ 6.05% |
$18.3K - $23.1K
|
2.4K
$371K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
917+ 2.16% |
$123K - $155K
|
43.3K
$6.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-79- 3.55% |
$10.6K - $13.3K
|
2.15K
$331K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.68% |
$25.5K - $32.2K
|
11.2K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
698+ 16.51% |
$93.3K - $118K
|
4.93K
$761K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
72+ 3.15% |
$9.63K - $12.1K
|
2.36K
$364K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.75K- 30.96% |
$502K - $632K
|
8.37K
$1.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.48K
$229K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45- 0.38% |
$6.02K - $7.58K
|
11.9K
$1.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 8.83% |
$149K - $187K
|
13.7K
$2.12M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.86K+ 6.25% |
$249K - $314K
|
31.7K
$4.89M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.82K- 5.46% |
$376K - $474K
|
48.8K
$7.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-120- 0.54% |
$16K - $20.2K
|
22.2K
$3.43M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.44K- 3.69% |
$193K - $243K
|
37.6K
$5.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-513- 22.08% |
$68.6K - $86.4K
|
1.81K
$280K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
145+ 4.14% |
$19.4K - $24.4K
|
3.65K
$564K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
39+ 1.13% |
$5.22K - $6.57K
|
3.48K
$537K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-68- 0.86% |
$9.09K - $11.5K
|
7.8K
$1.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
670+ 3.39% |
$89.6K - $113K
|
20.4K
$3.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-590- 11.98% |
$78.9K - $99.4K
|
4.33K
$669K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-22.2K- 54.62% |
$2.98M - $3.75M
|
18.5K
$2.86M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-87- 3.64% |
$11.6K - $14.7K
|
2.3K
$356K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.06K- 4.7% |
$142K - $179K
|
21.5K
$3.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
366+ 8.6% |
$48.9K - $61.7K
|
4.62K
$714K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 52.2% |
$96.7K - $122K
|
2.11K
$326K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-753- 3.11% |
$101K - $127K
|
23.4K
$3.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.94K+ 4.06% |
$260K - $328K
|
49.9K
$7.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-230- 2.44% |
$30.8K - $38.8K
|
9.18K
$1.42M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.03K+ 53.52% |
$138K - $174K
|
2.97K
$458K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
38+ 0.79% |
$5.08K - $6.4K
|
4.87K
$753K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-68- 14.23% |
$9.09K - $11.5K
|
410
$63.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
460+ 37.7% |
$61.5K - $77.5K
|
1.68K
$259K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-14.2K- 8.5% |
$1.89M - $2.39M
|
153K
$23.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
111K+ 15.16% |
$14.9M - $18.8M
|
846K
$131M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$3M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-502- 10.58% |
$67.1K - $84.6K
|
4.24K
$655K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 2.0% |
$164K - $206K
|
59.9K
$9.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.3K+ 37.53% |
$709K - $893K
|
19.4K
$3M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$447K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
532+ 2.39% |
$78K - $89.4K
|
22.8K
$3.53M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-171- 1.29% |
$25.1K - $28.7K
|
13.1K
$2.03M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-5.69K- 54.8% |
$834K - $955K
|
4.69K
$724K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79KNew |
$409K - $469K
|
2.79K
$431K
|
|