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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.5K- 68.45% |
$513K - $588K
|
1.61K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $33.6K
|
200
$30.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.58K- 36.92% |
$232K - $265K
|
2.7K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.41K- 60.23% |
$794K - $909K
|
3.57K
$552K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.54K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-81- 5.36% |
$11.9K - $13.6K
|
1.43K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-126- 5.21% |
$18.5K - $21.2K
|
2.29K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-691- 4.89% |
$101K - $116K
|
13.4K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.63K+ 21.05% |
$679K - $777K
|
26.6K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-71- 4.21% |
$10.4K - $11.9K
|
1.62K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 57.49% |
$610K - $699K
|
3.08K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.6% |
$23.9K - $27.4K
|
6.12K
$945K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
950New |
$139K - $160K
|
950
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$167K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3KNew |
$2.54M - $2.91M
|
17.3K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
75+ 4.61% |
$11K - $12.6K
|
1.7K
$263K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-80- 4.0% |
$11.7K - $13.4K
|
1.92K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$253K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-92- 12.78% |
$13.5K - $15.5K
|
628
$97K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.38KNew |
$203K - $232K
|
1.38K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-59- 2.71% |
$8.66K - $9.91K
|
2.12K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-134- 8.6% |
$19.7K - $22.5K
|
1.42K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-129K- 89.24% |
$18.9M - $21.7M
|
15.6K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-160- 11.49% |
$23.5K - $26.9K
|
1.23K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 1.68% |
$13.8K - $15.8K
|
5.49K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$985K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 0.38% |
$17.6K - $20.2K
|
31.1K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.35K- 47.62% |
$784K - $898K
|
5.88K
$908K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$18.3K - $21K
|
71.5K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-425- 22.62% |
$62.4K - $71.4K
|
1.45K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-316- 19.4% |
$46.4K - $53.1K
|
1.31K
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.85% |
$33K - $37.8K
|
3.62K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
31+ 2.08% |
$4.55K - $5.21K
|
1.52K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.73K- 45.74% |
$254K - $290K
|
2.05K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.76% |
$14.7K - $16.8K
|
13K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$196K
|