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 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
90+ 1.71% |
$12K - $15.2K
|
5.34K
$824K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
90+ 1.03% |
$12K - $15.2K
|
8.84K
$1.36M
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
89+ 1.03% |
$11.9K - $15K
|
8.69K
$1.34M
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
88+ 5.5% |
$11.8K - $14.8K
|
1.69K
$261K
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
87+ 3.76% |
$11.6K - $14.7K
|
2.4K
$371K
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
83+ 2.32% |
$11.1K - $14K
|
3.66K
$566K
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
83+ 0.21% |
$11.1K - $14K
|
39.8K
$6.15M
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
81+ 1.02% |
$10.8K - $13.6K
|
8.04K
$1.24M
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
80+ 2.8% |
$10.7K - $13.5K
|
2.94K
$454K
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
80+ 5.12% |
$10.7K - $13.5K
|
1.64K
$254K
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
80+ 1.9% |
$10.7K - $13.5K
|
4.29K
$663K
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
80+ 4.94% |
$10.7K - $13.5K
|
1.7K
$263K
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
80+ 4.19% |
$10.7K - $13.5K
|
1.99K
$307K
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
79+ 1.24% |
$10.6K - $13.3K
|
6.47K
$999K
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
79+ 1.27% |
$10.6K - $13.3K
|
6.32K
$976K
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
77+ 0.58% |
$10.3K - $13K
|
13.3K
$2.06M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
77+ 0.17% |
$10.3K - $13K
|
45.7K
$7.05M
|
|
Aug 04, 2025
Q2 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
76+ 3.97% |
$10.2K - $12.8K
|
1.99K
$307K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
76+ 0.97% |
$10.2K - $12.8K
|
7.88K
$1.22M
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
75+ 0.21% |
$10K - $12.6K
|
36.6K
$5.65M
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 3.75% |
$10K - $12.6K
|
2.08K
$321K
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
75+ 0.22% |
$10K - $12.6K
|
33.8K
$5.22M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75+ 1.43% |
$10K - $12.6K
|
5.32K
$821K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
74+ 4.34% |
$9.9K - $12.5K
|
1.78K
$275K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
74+ 0.32% |
$9.9K - $12.5K
|
23K
$3.55M
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
73+ 9.8% |
$9.76K - $12.3K
|
818
$126K
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
72+ 4.47% |
$9.63K - $12.1K
|
1.68K
$260K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
72+ 3.15% |
$9.63K - $12.1K
|
2.36K
$364K
|
|
Aug 14, 2025
Q2 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
71+ 0.34% |
$9.49K - $12K
|
21.2K
$3.28M
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 4.07% |
$9.49K - $12K
|
1.82K
$280K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 0.71% |
$9.36K - $11.8K
|
9.96K
$1.54M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
70+ 11.59% |
$9.36K - $11.8K
|
674
$104K
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
70+ 3.18% |
$9.36K - $11.8K
|
2.27K
$351K
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70+ 10.29% |
$9.36K - $11.8K
|
750
$116K
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.68% |
$9.23K - $11.6K
|
4.17K
$644K
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
69+ 3.77% |
$9.23K - $11.6K
|
1.9K
$294K
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
68+ 0.68% |
$9.09K - $11.5K
|
10.1K
$1.56M
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
68+ 2.41% |
$9.09K - $11.5K
|
2.89K
$446K
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
68+ 0.59% |
$9.09K - $11.5K
|
11.6K
$1.79M
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
67+ 1.0% |
$8.96K - $11.3K
|
6.75K
$1.04M
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
66+ 0.52% |
$8.83K - $11.1K
|
12.8K
$1.98M
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
65+ 3.0% |
$8.69K - $11K
|
2.23K
$344K
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
65+ 0.06% |
$8.69K - $11K
|
102K
$15.7M
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
64+ 42.38% |
$8.56K - $10.8K
|
215
$33.2K
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
64+ 4.13% |
$8.56K - $10.8K
|
1.62K
$249K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 2.23% |
$8.42K - $10.6K
|
2.88K
$445K
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
63+ 1.84% |
$8.42K - $10.6K
|
3.5K
$540K
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
62+ 0.66% |
$8.29K - $10.4K
|
9.47K
$1.46M
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
62+ 0.98% |
$8.29K - $10.4K
|
6.37K
$984K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62+ 2.49% |
$8.29K - $10.4K
|
2.55K
$394K
|