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
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$6.29K - $7.92K
|
6.15K
$950K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-342- 16.59% |
$45.7K - $57.6K
|
1.72K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.22K- 3.59% |
$164K - $206K
|
32.8K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 6.8% |
$89.3K - $113K
|
9.16K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-117K- 50.3% |
$15.7M - $19.7M
|
116K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
19+ 0.23% |
$2.54K - $3.2K
|
8.24K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6K+ 18.88% |
$2.76M - $3.48M
|
130K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.09K- 31.89% |
$413K - $520K
|
6.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-959- 0.98% |
$128K - $162K
|
97.1K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 8.75% |
$161K - $203K
|
15K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-103- 0.46% |
$13.8K - $17.4K
|
22.1K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-308- 2.79% |
$41.2K - $51.9K
|
10.7K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-349- 3.02% |
$46.7K - $58.8K
|
11.2K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
156+ 14.18% |
$20.9K - $26.3K
|
1.26K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.45K+ 132.69% |
$461K - $581K
|
6.05K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 13.46% |
$166K - $209K
|
10.5K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-916- 4.04% |
$122K - $154K
|
21.8K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-109- 0.9% |
$14.6K - $18.4K
|
12K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.05% |
$535 - $674
|
8.52K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
480+ 2.07% |
$64.2K - $80.9K
|
23.7K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
80+ 1.9% |
$10.7K - $13.5K
|
4.29K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.34K- 2.53% |
$180K - $226K
|
51.8K
$8M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.07K+ 1.06% |
$143K - $180K
|
101K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 0.53% |
$175K - $220K
|
249K
$38.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
165+ 5.52% |
$22.1K - $27.8K
|
3.15K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
579+ 8.11% |
$77.4K - $97.6K
|
7.72K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.17% |
$2.41K - $3.03K
|
10.9K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-379- 1.87% |
$50.7K - $63.9K
|
19.9K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.29% |
$225K - $283K
|
40.8K
$6.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
25.4K+ 437.9% |
$3.4M - $4.29M
|
31.2K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.93K+ 6.07% |
$525K - $662K
|
68.7K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-31.5K- 1.39% |
$4.22M - $5.32M
|
2.24M
$346M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.44K- 25.52% |
$326K - $410K
|
7.11K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-219- 0.49% |
$29.3K - $36.9K
|
44.6K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
234+ 15.19% |
$31.3K - $39.4K
|
1.77K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-17.8K- 11.49% |
$2.38M - $2.99M
|
137K
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
385+ 0.86% |
$51.5K - $64.9K
|
45.4K
$7.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
766+ 16.65% |
$102K - $129K
|
5.37K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
268+ 3.55% |
$35.8K - $45.2K
|
7.82K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17- 0.31% |
$2.27K - $2.86K
|
5.44K
$840K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.07K+ 4.11% |
$410K - $517K
|
77.6K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 0.97% |
$5.08K - $6.4K
|
3.94K
$608K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
312+ 0.16% |
$41.7K - $52.6K
|
191K
$29.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.4K- 6.55% |
$856K - $1.08M
|
91.4K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.53K- 8.9% |
$205K - $258K
|
15.7K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.11K+ 2.34% |
$148K - $186K
|
48.3K
$7.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-100- 0.88% |
$13.4K - $16.9K
|
11.3K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
930+ 0.53% |
$124K - $157K
|
175K
$27.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.2KNew |
$2.03M - $2.56M
|
15.2K
$2.35M
|