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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.99K- 34.62% |
$732K - $838K
|
9.43K
$1.46M
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
212+ 5.73% |
$31.1K - $35.6K
|
3.91K
$604K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 7.5% |
$243K - $278K
|
20.4K
$3.15M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.38M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$51.1K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
125+ 3.16% |
$18.3K - $21K
|
4.08K
$630K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.01% |
$2.64K - $3.02K
|
1.79K
$277K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
152+ 0.32% |
$22.3K - $25.5K
|
47.7K
$7.37M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.24M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.47K+ 32.32% |
$362K - $414K
|
10.1K
$1.56M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.08KNew |
$159K - $182K
|
1.08K
$167K
|
|
|
Jun 03, 2025
Q1 2025
|
Drummond Knight Asset Management Pty LTD
Crows Nest, Nsw, C3 |
SELL
|
- |
-4.01K- 4.01% |
$588K - $673K
|
96K
$14.8M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$587 - $672
|
6.58K
$1.02M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.33KNew |
$782K - $896K
|
5.33K
$823K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$34.3K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
149+ 2.2% |
$21.9K - $25K
|
6.92K
$1.07M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-125- 2.9% |
$18.3K - $21K
|
4.18K
$646K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.9K- 35.25% |
$3.37M - $3.85M
|
42.1K
$6.51M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
332+ 0.81% |
$48.7K - $55.8K
|
41.1K
$6.35M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-328- 12.11% |
$48.1K - $55.1K
|
2.38K
$368K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-132- 3.16% |
$19.4K - $22.2K
|
4.04K
$624K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.35K- 10.62% |
$345K - $395K
|
19.8K
$3.06M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 5.0% |
$147 - $168
|
21
$3.24K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-955- 35.63% |
$140K - $160K
|
1.73K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
961+ 21.35% |
$141K - $161K
|
5.46K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-17K- 49.94% |
$2.5M - $2.86M
|
17.1K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-17.9K- 69.95% |
$2.62M - $3M
|
7.68K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$322K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
12.8KNew |
$1.88M - $2.15M
|
12.8K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-283- 13.55% |
$41.5K - $47.5K
|
1.81K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-89.6K- 11.9% |
$13.1M - $15.1M
|
663K
$102M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
5.74KNew |
$842K - $964K
|
5.74K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.2KNew |
$175K - $201K
|
1.2K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
18.9KNew |
$2.77M - $3.17M
|
18.9K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-113- 7.53% |
$16.6K - $19K
|
1.39K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.51K+ 6.09% |
$1.25M - $1.43M
|
148K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$268K - $307K
|
1.83K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.93K- 4.27% |
$1.02M - $1.16M
|
155K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
624+ 42.83% |
$91.5K - $105K
|
2.08K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
638+ 33.02% |
$93.6K - $107K
|
2.57K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-55.8K- 3.76% |
$8.18M - $9.37M
|
1.43M
$220M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4K+ 200.0% |
$587K - $672K
|
6K
$927K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
462+ 0.88% |
$67.8K - $77.6K
|
53.1K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-290- 32.58% |
$42.5K - $48.7K
|
600
$92.7K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
151+ 10.36% |
$22.2K - $25.4K
|
1.61K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-980- 10.16% |
$144K - $165K
|
8.67K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.45K- 2.19% |
$799K - $915K
|
243K
$37.5M
|