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 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.6% |
$1.87K - $2.36K
|
2.35K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 4.2% |
$1.87K - $2.36K
|
347
$53.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.15% |
$1.87K - $2.36K
|
9.06K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
14+ 0.12% |
$1.87K - $2.36K
|
12K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.79% |
$1.87K - $2.36K
|
1.79K
$277K
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
13+ 0.72% |
$1.74K - $2.19K
|
1.82K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.74K - $2.19K
|
6.02K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 0.19% |
$1.74K - $2.19K
|
6.9K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.74K - $2.19K
|
3.21K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
13+ 0.05% |
$1.74K - $2.19K
|
26.7K
$4.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
13+ 0.27% |
$1.74K - $2.19K
|
4.87K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.05% |
$1.6K - $2.02K
|
22.5K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.19% |
$1.6K - $2.02K
|
6.43K
$992K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
12+ 0.13% |
$1.6K - $2.02K
|
9.52K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.53% |
$1.6K - $2.02K
|
2.26K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.93% |
$1.6K - $2.02K
|
1.3K
$200K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.82K
$899K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.8K
$741K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 2.04% |
$1.47K - $1.85K
|
549
$84.8K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.84K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.84K
$748K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.21% |
$1.47K - $1.85K
|
5.26K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 0.16% |
$1.34K - $1.69K
|
6.39K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10+ 5.62% |
$1.34K - $1.69K
|
188
$29K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 0.7% |
$1.34K - $1.69K
|
1.43K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.34K - $1.69K
|
5.01K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 22.73% |
$1.34K - $1.69K
|
54
$8.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.52% |
$1.34K - $1.69K
|
1.95K
$301K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.34K - $1.69K
|
2.46K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.34K - $1.69K
|
5.24K
$810K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9+ 3.0% |
$1.2K - $1.52K
|
309
$47.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9+ 0.73% |
$1.2K - $1.52K
|
1.25K
$193K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9+ 0.19% |
$1.2K - $1.52K
|
4.7K
$726K
|
|
|
Jul 31, 2025
Q2 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
9+ 0.64% |
$1.2K - $1.52K
|
1.41K
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
9+ 0.57% |
$1.2K - $1.52K
|
1.59K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8+ 0.58% |
$1.07K - $1.35K
|
1.4K
$216K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.07K - $1.35K
|
6.08K
$939K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.63% |
$1.07K - $1.35K
|
1.29K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$1.07K - $1.35K
|
4.62K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.8% |
$936 - $1.18K
|
887
$137K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
7+ 0.05% |
$936 - $1.18K
|
15.1K
$2.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.5% |
$936 - $1.18K
|
1.41K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
7+ 0.33% |
$936 - $1.18K
|
2.12K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$936 - $1.18K
|
22.5K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6+ 1.2% |
$802 - $1.01K
|
505
$78K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$802 - $1.01K
|
6.42K
$991K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6+ 0.22% |
$802 - $1.01K
|
2.72K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.44% |
$669 - $843
|
1.14K
$176K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.19% |
$669 - $843
|
2.58K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.27% |
$669 - $843
|
1.85K
$285K
|