Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
953+ 24.86% |
$127K - $161K
|
4.79K
$739K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
949+ 2.22% |
$127K - $160K
|
43.8K
$6.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
945+ 12.02% |
$126K - $159K
|
8.81K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
942+ 20.95% |
$126K - $159K
|
5.44K
$840K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
938+ 1.09% |
$125K - $158K
|
86.7K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
937+ 6.76% |
$125K - $158K
|
14.8K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
931+ 0.22% |
$125K - $157K
|
416K
$64.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
930+ 0.53% |
$124K - $157K
|
175K
$27.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
926+ 13.07% |
$124K - $156K
|
8.01K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
921+ 1.22% |
$123K - $155K
|
76.5K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
920+ 1.51% |
$123K - $155K
|
61.8K
$9.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
917+ 2.16% |
$123K - $155K
|
43.3K
$6.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
916+ 25.77% |
$122K - $154K
|
4.47K
$691K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
916+ 7.44% |
$122K - $154K
|
13.2K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
914+ 0.94% |
$122K - $154K
|
98K
$15.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
911+ 9.1% |
$122K - $154K
|
10.9K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
911+ 13.93% |
$122K - $154K
|
7.45K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
909+ 3.4% |
$122K - $153K
|
27.6K
$4.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
906+ 12.99% |
$121K - $153K
|
7.88K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
904+ 7.69% |
$121K - $152K
|
12.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
894+ 4.34% |
$120K - $151K
|
21.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
890+ 3.6% |
$119K - $150K
|
25.6K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
888+ 16.17% |
$119K - $150K
|
6.38K
$985K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
883+ 4.96% |
$118K - $149K
|
18.7K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
881+ 2.16% |
$118K - $148K
|
41.7K
$6.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
877+ 5.85% |
$117K - $148K
|
15.9K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
873+ 10.62% |
$117K - $147K
|
9.1K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
864+ 2.89% |
$116K - $146K
|
30.8K
$4.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
864+ 3.52% |
$116K - $146K
|
25.4K
$3.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
863+ 2.64% |
$115K - $145K
|
33.5K
$5.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
862+ 2.35% |
$115K - $145K
|
37.5K
$5.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
860+ 12.43% |
$115K - $145K
|
7.78K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
852+ 4.68% |
$114K - $144K
|
19K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
851+ 26.27% |
$114K - $143K
|
4.09K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
849+ 0.73% |
$114K - $143K
|
117K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
847+ 18.19% |
$113K - $143K
|
5.5K
$850K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
845+ 3.93% |
$113K - $142K
|
22.4K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
843+ 36.51% |
$113K - $142K
|
3.15K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
840+ 47.59% |
$112K - $142K
|
2.61K
$402K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
840+ 34.84% |
$112K - $142K
|
3.25K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
839+ 6.68% |
$112K - $141K
|
13.4K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
832+ 7.42% |
$111K - $140K
|
12K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
832+ 9.13% |
$111K - $140K
|
9.94K
$1.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
831+ 14.92% |
$111K - $140K
|
6.4K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
821+ 13.02% |
$110K - $138K
|
7.13K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
813+ 6.24% |
$109K - $137K
|
13.8K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
813+ 22.03% |
$109K - $137K
|
4.5K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
813+ 11.87% |
$109K - $137K
|
7.66K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
813+ 9.06% |
$109K - $137K
|
9.79K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.6M
|