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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
61+ 2.0% |
$8.16K - $10.3K
|
3.11K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
61+ 4.18% |
$8.16K - $10.3K
|
1.52K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
60+ 3.75% |
$8.02K - $10.1K
|
1.66K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
60+ 2.9% |
$8.02K - $10.1K
|
2.13K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
60+ 0.87% |
$8.02K - $10.1K
|
6.94K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
59+ 3.13% |
$7.89K - $9.94K
|
1.94K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
59+ 4.18% |
$7.89K - $9.94K
|
1.47K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
58+ 2.26% |
$7.76K - $9.77K
|
2.63K
$406K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58+ 4.22% |
$7.76K - $9.77K
|
1.43K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
58+ 1.14% |
$7.76K - $9.77K
|
5.15K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57+ 1.13% |
$7.62K - $9.61K
|
5.11K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
57+ 1.5% |
$7.62K - $9.61K
|
3.85K
$595K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
57+ 1.76% |
$7.62K - $9.61K
|
3.29K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
57+ 0.37% |
$7.62K - $9.61K
|
15.3K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
56New |
$7.49K - $9.44K
|
56
$8.65K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 1.28% |
$7.49K - $9.44K
|
4.43K
$684K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
56+ 3.01% |
$7.49K - $9.44K
|
1.92K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
55+ 3.33% |
$7.36K - $9.27K
|
1.71K
$263K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.03% |
$7.36K - $9.27K
|
5.39K
$832K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
53+ 5.14% |
$7.09K - $8.93K
|
1.08K
$167K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.81% |
$7.09K - $8.93K
|
6.58K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
53+ 0.2% |
$7.09K - $8.93K
|
26.5K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53+ 1.75% |
$7.09K - $8.93K
|
3.08K
$476K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
52+ 2.4% |
$6.95K - $8.76K
|
2.22K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52+ 1.48% |
$6.95K - $8.76K
|
3.57K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
52+ 2.26% |
$6.95K - $8.76K
|
2.35K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
51+ 0.32% |
$6.82K - $8.59K
|
15.8K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
51+ 12.53% |
$6.82K - $8.59K
|
458
$70.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
51+ 2.48% |
$6.82K - $8.59K
|
2.11K
$326K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 2.76% |
$6.82K - $8.59K
|
1.9K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 0.24% |
$6.82K - $8.59K
|
21.1K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
51+ 0.7% |
$6.82K - $8.59K
|
7.36K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
51+ 0.76% |
$6.82K - $8.59K
|
6.73K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
51+ 2.08% |
$6.82K - $8.59K
|
2.51K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 5.5% |
$6.69K - $8.43K
|
959
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
50+ 0.94% |
$6.69K - $8.43K
|
5.35K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
50+ 0.83% |
$6.69K - $8.43K
|
6.06K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
49+ 0.6% |
$6.55K - $8.26K
|
8.18K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
49+ 0.4% |
$6.55K - $8.26K
|
12.3K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.31% |
$6.55K - $8.26K
|
3.79K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 1.09% |
$6.29K - $7.92K
|
4.38K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$6.29K - $7.92K
|
6.15K
$950K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.59% |
$6.29K - $7.92K
|
7.96K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
47+ 0.49% |
$6.29K - $7.92K
|
9.64K
$1.49M
|