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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
807+ 2.79% |
$108K - $136K
|
29.7K
$4.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
805+ 3.75% |
$108K - $136K
|
22.2K
$3.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 3.04% |
$107K - $135K
|
27.3K
$4.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
803+ 18.52% |
$107K - $135K
|
5.14K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
803+ 5.1% |
$107K - $135K
|
16.5K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
800+ 22.92% |
$107K - $135K
|
4.29K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
796+ 7.74% |
$106K - $134K
|
11.1K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
789+ 57.97% |
$106K - $133K
|
2.15K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
785+ 15.15% |
$105K - $132K
|
5.97K
$921K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
784+ 3.48% |
$105K - $132K
|
23.3K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
780+ 14.63% |
$104K - $131K
|
6.11K
$944K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
775+ 1.04% |
$104K - $131K
|
75K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
770+ 18.0% |
$103K - $130K
|
5.05K
$780K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 14.9% |
$103K - $130K
|
5.93K
$916K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
769New |
$103K - $130K
|
769
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
768+ 9.1% |
$103K - $129K
|
9.21K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
766+ 16.65% |
$102K - $129K
|
5.37K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
758+ 21.91% |
$101K - $128K
|
4.22K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
744+ 0.69% |
$99.5K - $125K
|
108K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
742+ 3.36% |
$99.2K - $125K
|
22.8K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
728+ 3.09% |
$97.4K - $123K
|
24.3K
$3.76M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 52.2% |
$96.7K - $122K
|
2.11K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
710+ 32.96% |
$94.9K - $120K
|
2.86K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
708+ 1.83% |
$94.7K - $119K
|
39.4K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
702+ 15.75% |
$93.9K - $118K
|
5.16K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
701+ 143.94% |
$93.7K - $118K
|
1.19K
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 6.45% |
$93.6K - $118K
|
11.6K
$1.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
698+ 16.51% |
$93.3K - $118K
|
4.93K
$761K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
694+ 23.06% |
$92.8K - $117K
|
3.7K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
691+ 13.0% |
$92.4K - $116K
|
6.01K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
690+ 12.69% |
$92.3K - $116K
|
6.13K
$946K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
689+ 9.06% |
$92.1K - $116K
|
8.29K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
687+ 1.94% |
$91.9K - $116K
|
36K
$5.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
684+ 1.57% |
$91.5K - $115K
|
44.4K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
681+ 3.94% |
$91.1K - $115K
|
18K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
680+ 0.32% |
$90.9K - $115K
|
213K
$33M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
679+ 9.71% |
$90.8K - $114K
|
7.68K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
673+ 11.21% |
$90K - $113K
|
6.68K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
672+ 3.86% |
$89.9K - $113K
|
18.1K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
672+ 1.32% |
$89.9K - $113K
|
51.5K
$7.95M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
670+ 3.39% |
$89.6K - $113K
|
20.4K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
668+ 4.98% |
$89.3K - $113K
|
14.1K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
667+ 21.02% |
$89.2K - $112K
|
3.84K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
664+ 7.12% |
$88.8K - $112K
|
10K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
663+ 4.39% |
$88.7K - $112K
|
15.8K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
656+ 14.85% |
$87.7K - $111K
|
5.07K
$783K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
656+ 2.96% |
$87.7K - $111K
|
22.8K
$3.53M
|