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 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
114+ 4.5% |
$15.2K - $19.2K
|
2.65K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.38% |
$15.1K - $19K
|
29.8K
$4.6M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
112+ 1.44% |
$15K - $18.9K
|
7.88K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
112+ 4.03% |
$15K - $18.9K
|
2.89K
$447K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
112+ 1.57% |
$15K - $18.9K
|
7.26K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
111+ 0.15% |
$14.8K - $18.7K
|
73.3K
$11.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
111+ 1.53% |
$14.8K - $18.7K
|
7.36K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
110+ 3.44% |
$14.7K - $18.5K
|
3.31K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
109+ 7.73% |
$14.6K - $18.4K
|
1.52K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
109+ 6.89% |
$14.6K - $18.4K
|
1.69K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
109+ 0.36% |
$14.6K - $18.4K
|
30.8K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
109+ 3.65% |
$14.6K - $18.4K
|
3.09K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
108+ 7.56% |
$14.4K - $18.2K
|
1.54K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
106+ 1.48% |
$14.2K - $17.9K
|
7.29K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
105+ 5.83% |
$14K - $17.7K
|
1.91K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
105+ 4.85% |
$14K - $17.7K
|
2.27K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 2.97% |
$14K - $17.7K
|
3.64K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
104+ 2.78% |
$13.9K - $17.5K
|
3.85K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
104+ 3.57% |
$13.9K - $17.5K
|
3.02K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
103+ 1.86% |
$13.8K - $17.4K
|
5.64K
$871K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102+ 0.33% |
$13.6K - $17.2K
|
30.9K
$4.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
101+ 3.34% |
$13.5K - $17K
|
3.13K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
101+ 5.42% |
$13.5K - $17K
|
1.96K
$303K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
101+ 3.76% |
$13.5K - $17K
|
2.79K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
100+ 1.08% |
$13.4K - $16.9K
|
9.33K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 5.21% |
$13.4K - $16.9K
|
2.02K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
100+ 4.93% |
$13.4K - $16.9K
|
2.13K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
100+ 4.76% |
$13.4K - $16.9K
|
2.2K
$340K
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
100+ 0.65% |
$13.4K - $16.9K
|
15.5K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 6.31% |
$13.4K - $16.9K
|
1.69K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
99+ 5.15% |
$13.2K - $16.7K
|
2.02K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
99+ 0.53% |
$13.2K - $16.7K
|
18.9K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
98+ 1.78% |
$13.1K - $16.5K
|
5.61K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
98+ 5.49% |
$13.1K - $16.5K
|
1.88K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
97+ 2.7% |
$13K - $16.3K
|
3.7K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
97+ 2.54% |
$13K - $16.3K
|
3.92K
$606K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
97+ 0.56% |
$13K - $16.3K
|
17.3K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
96+ 1.53% |
$12.8K - $16.2K
|
6.39K
$987K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
95+ 4.34% |
$12.7K - $16K
|
2.29K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
94+ 3.94% |
$12.6K - $15.8K
|
2.48K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
94+ 0.92% |
$12.6K - $15.8K
|
10.4K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94+ 15.41% |
$12.6K - $15.8K
|
704
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
93+ 1.95% |
$12.4K - $15.7K
|
4.86K
$750K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
93+ 3.54% |
$12.4K - $15.7K
|
2.72K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
93+ 5.32% |
$12.4K - $15.7K
|
1.84K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
93+ 1.18% |
$12.4K - $15.7K
|
7.99K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91+ 52.3% |
$12.2K - $15.3K
|
265
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
90+ 1.36% |
$12K - $15.2K
|
6.7K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
90+ 1.42% |
$12K - $15.2K
|
6.44K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
90+ 2.6% |
$12K - $15.2K
|
3.56K
$549K
|