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 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
114+ 6.26% |
$16.7K - $19.1K
|
1.94K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 3.21% |
$16.9K - $19.3K
|
3.69K
$570K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
976+ 14.79% |
$143K - $164K
|
7.58K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$14.7K - $16.8K
|
100
$15.4K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6.62K- 72.92% |
$971K - $1.11M
|
2.46K
$380K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$210K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-894- 40.07% |
$131K - $150K
|
1.34K
$206K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-65- 4.18% |
$9.54K - $10.9K
|
1.49K
$230K
|
|
| Q4 2024 | |||||||
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-337- 44.52% |
$47.6K - $54.8K
|
420
$64.9K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.54K- 5.46% |
$1.06M - $1.23M
|
131K
$20.2M
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
68New |
$9.6K - $11.1K
|
68
$10.5K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-60- 42.86% |
$8.47K - $9.75K
|
80
$12.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
507New |
$71.6K - $82.4K
|
507
$78.3K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.58KNew |
$506K - $583K
|
3.58K
$554K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.5KNew |
$1.62M - $1.87M
|
11.5K
$1.78M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
246KNew |
$34.7M - $40M
|
246K
$38M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
500New |
$70.6K - $81.3K
|
500
$77.2K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-156- 0.34% |
$22K - $25.4K
|
45.7K
$7.06M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
440New |
$62.1K - $71.5K
|
440
$68K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-664- 18.94% |
$93.7K - $108K
|
2.84K
$439K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
2.97KNew |
$419K - $482K
|
2.97K
$458K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$1.66M - $1.91M
|
11.7K
$1.81M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.55KNew |
$642K - $739K
|
4.55K
$702K
|
|
|
Mar 18, 2025
Q4 2024
|
Cibra Capital LTD
London, X0 |
BUY
|
CALL |
78KNew |
$11M - $12.7M
|
78K
$12M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-59- 2.46% |
$8.33K - $9.59K
|
2.34K
$361K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
103+ 4.04% |
$14.5K - $16.7K
|
2.65K
$410K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.34KNew |
$330K - $380K
|
2.34K
$361K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-84- 5.1% |
$11.9K - $13.7K
|
1.56K
$242K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 6.2% |
$762K - $877K
|
81.6K
$12.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-25- 0.21% |
$3.53K - $4.06K
|
12K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
11+ 0.25% |
$1.55K - $1.79K
|
4.48K
$693K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.68KNew |
$236K - $272K
|
1.68K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
13.2KNew |
$1.87M - $2.15M
|
13.2K
$2.05M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
16+ 8.29% |
$2.26K - $2.6K
|
209
$32.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$141 - $163
|
1.35K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
234K+ 3.07% |
$33M - $38M
|
7.84M
$1.21B
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.33K+ 126.44% |
$752K - $866K
|
9.54K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.8KNew |
$1.95M - $2.24M
|
13.8K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.06K- 12.08% |
$149K - $172K
|
7.69K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.11K- 53.62% |
$438K - $505K
|
2.69K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.7KNew |
$380K - $438K
|
2.7K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.02KNew |
$285K - $328K
|
2.02K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.31% |
$706 - $813
|
1.64K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.75K- 50.43% |
$247K - $285K
|
1.72K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
400New |
$56.5K - $65K
|
400
$61.8K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.47KNew |
$208K - $239K
|
1.47K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.5K- 18.35% |
$353K - $406K
|
11.1K
$1.72M
|
|