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 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
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
47+ 1.98% |
$6.29K - $7.92K
|
2.42K
$374K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 2.85% |
$6.15K - $7.75K
|
1.66K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46+ 2.11% |
$6.15K - $7.75K
|
2.22K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45+ 0.73% |
$6.02K - $7.58K
|
6.24K
$963K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 0.43% |
$6.02K - $7.58K
|
10.6K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
45New |
$6.02K - $7.58K
|
45
$6.95K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
44+ 2.02% |
$5.88K - $7.41K
|
2.22K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.72% |
$5.88K - $7.41K
|
2.6K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43+ 9.29% |
$5.75K - $7.25K
|
506
$78.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
42+ 0.75% |
$5.62K - $7.08K
|
5.66K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
41+ 0.46% |
$5.48K - $6.91K
|
8.89K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
41+ 12.09% |
$5.48K - $6.91K
|
380
$58.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
41+ 1.38% |
$5.48K - $6.91K
|
3K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
40+ 16.95% |
$5.35K - $6.74K
|
276
$42.6K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
39+ 1.13% |
$5.22K - $6.57K
|
3.48K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 0.97% |
$5.08K - $6.4K
|
3.94K
$608K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38+ 3.76% |
$5.08K - $6.4K
|
1.05K
$162K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$5.08K - $6.4K
|
38
$5.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
38+ 1.2% |
$5.08K - $6.4K
|
3.2K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38+ 0.47% |
$5.08K - $6.4K
|
8.09K
$1.25M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
38+ 0.79% |
$5.08K - $6.4K
|
4.87K
$753K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.71K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
37+ 1.76% |
$4.95K - $6.23K
|
2.14K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
36+ 0.66% |
$4.81K - $6.07K
|
5.46K
$843K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.41K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.85% |
$4.55K - $5.73K
|
4.02K
$621K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
33+ 0.39% |
$4.41K - $5.56K
|
8.5K
$1.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
32+ 0.53% |
$4.28K - $5.39K
|
6.03K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32+ 2.15% |
$4.28K - $5.39K
|
1.52K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
31+ 1.3% |
$4.15K - $5.22K
|
2.41K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.11% |
$4.15K - $5.22K
|
2.82K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
31+ 22.63% |
$4.15K - $5.22K
|
168
$25.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31+ 0.78% |
$4.15K - $5.22K
|
4.02K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
31+ 0.1% |
$4.15K - $5.22K
|
32.1K
$4.96M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
30+ 0.14% |
$4.01K - $5.06K
|
20.9K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
30+ 1.59% |
$4.01K - $5.06K
|
1.92K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
30+ 0.27% |
$4.01K - $5.06K
|
11K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
30+ 1.11% |
$4.01K - $5.06K
|
2.73K
$422K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
30+ 0.29% |
$4.01K - $5.06K
|
10.4K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 2.02% |
$4.01K - $5.06K
|
1.52K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.7% |
$3.88K - $4.89K
|
4.19K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29+ 82.86% |
$3.88K - $4.89K
|
64
$9.88K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29+ 1.14% |
$3.88K - $4.89K
|
2.58K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
29+ 1.78% |
$3.88K - $4.89K
|
1.66K
$256K
|