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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.53K+ 4253.01% |
$518K - $593K
|
3.61K
$558K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.07KNew |
$450K - $515K
|
3.07K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3K+ 0.62% |
$440K - $504K
|
486K
$75.1M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$447K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$446K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79KNew |
$409K - $469K
|
2.79K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.77K+ 0.75% |
$406K - $465K
|
372K
$57.5M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.66KNew |
$390K - $446K
|
2.66K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.6K+ 46.19% |
$381K - $437K
|
8.23K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.56KNew |
$375K - $430K
|
2.56K
$395K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.47K+ 32.32% |
$362K - $414K
|
10.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.42K+ 174.37% |
$354K - $406K
|
3.8K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$346K - $396K
|
2.36K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.34KNew |
$344K - $394K
|
2.34K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.23K+ 0.82% |
$327K - $374K
|
273K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.08KNew |
$305K - $349K
|
2.08K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$268K - $307K
|
1.83K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$266K - $304K
|
1.81K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.79K+ 14.57% |
$262K - $300K
|
14K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$261K - $299K
|
1.78K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.74KNew |
$255K - $292K
|
1.74K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.69K+ 16.79% |
$247K - $283K
|
11.7K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.68KNew |
$246K - $282K
|
1.68K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 13.23% |
$236K - $271K
|
13.8K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.6K+ 2.46% |
$234K - $268K
|
66.4K
$10.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.4KNew |
$206K - $235K
|
1.4K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.4K+ 8.93% |
$205K - $235K
|
17K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.39KNew |
$203K - $233K
|
1.39K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.38KNew |
$203K - $232K
|
1.38K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.37KNew |
$202K - $231K
|
1.37K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$201K - $230K
|
1.37K
$211K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.36KNew |
$199K - $228K
|
1.36K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.35KNew |
$199K - $227K
|
1.35K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.34KNew |
$196K - $225K
|
1.34K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.34KNew |
$196K - $224K
|
1.34K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.33KNew |
$195K - $224K
|
1.33K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.33KNew |
$194K - $223K
|
1.33K
$205K
|