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 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.32KNew |
$194K - $222K
|
1.32K
$204K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$193K - $221K
|
1.32K
$203K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$190K - $218K
|
1.3K
$200K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.29K+ 9.98% |
$189K - $217K
|
14.2K
$2.2M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$198K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.38M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.28KNew |
$187K - $215K
|
1.28K
$197K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.28K+ 16.28% |
$187K - $214K
|
9.11K
$1.41M
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$196K
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$196K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$195K
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$195K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.25KNew |
$184K - $210K
|
1.25K
$193K
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$183K - $210K
|
1.25K
$193K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$192K
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$191K
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.23KNew |
$181K - $207K
|
1.23K
$191K
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$190K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$189K
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$189K
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$189K
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 9.24% |
$179K - $205K
|
14.4K
$2.23M
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$188K
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.22KNew |
$179K - $204K
|
1.22K
$188K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$188K
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.21K+ 4036.67% |
$178K - $203K
|
1.24K
$192K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$187K
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$187K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$186K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$186K
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.2KNew |
$176K - $202K
|
1.2K
$185K
|