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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
296+ 7.47% |
$43.4K - $49.7K
|
4.26K
$657K
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
293+ 18.45% |
$43K - $49.2K
|
1.88K
$291K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$263K
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$681K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
280+ 18.32% |
$41.1K - $47K
|
1.81K
$279K
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
275+ 17.94% |
$40.3K - $46.2K
|
1.81K
$279K
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
273+ 19.43% |
$40.1K - $45.9K
|
1.68K
$259K
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$39.8K - $45.5K
|
271
$41.9K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
269New |
$39.5K - $45.2K
|
269
$41.5K
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
267+ 8.6% |
$39.2K - $44.8K
|
3.37K
$521K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.75M
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$692K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 5.0% |
$36.1K - $41.3K
|
5.16K
$798K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
234New |
$34.3K - $39.3K
|
234
$36.1K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$34.3K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$420K
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
212+ 5.73% |
$31.1K - $35.6K
|
3.91K
$604K
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
208+ 8.82% |
$30.5K - $34.9K
|
2.57K
$396K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.37M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $33.6K
|
200
$30.9K
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
195+ 11.71% |
$28.6K - $32.8K
|
1.86K
$287K
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$274K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
179+ 267.16% |
$26.3K - $30.1K
|
246
$38K
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
169+ 1.67% |
$24.8K - $28.4K
|
10.3K
$1.58M
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
167+ 11.93% |
$24.5K - $28.1K
|
1.57K
$242K
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
161+ 2.38% |
$23.6K - $27K
|
6.92K
$1.07M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$253K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
152+ 0.32% |
$22.3K - $25.5K
|
47.7K
$7.37M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
151+ 10.36% |
$22.2K - $25.4K
|
1.61K
$248K
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
151+ 8.37% |
$22.2K - $25.4K
|
1.95K
$302K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
149+ 2.2% |
$21.9K - $25K
|
6.92K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
146+ 85.88% |
$21.4K - $24.5K
|
316
$48.8K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
141New |
$20.7K - $23.7K
|
141
$21.8K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
141+ 2.41% |
$20.7K - $23.7K
|
5.98K
$924K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
137New |
$20.1K - $23K
|
137
$21.2K
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
137+ 8.9% |
$20.1K - $23K
|
1.68K
$259K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
135+ 3.04% |
$19.8K - $22.7K
|
4.58K
$707K
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
131+ 4.88% |
$19.2K - $22K
|
2.82K
$435K
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
125+ 3.16% |
$18.3K - $21K
|
4.08K
$630K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$18.3K - $21K
|
125
$19.3K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.24M
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 3.21% |
$16.9K - $19.3K
|
3.69K
$570K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
114+ 6.26% |
$16.7K - $19.1K
|
1.94K
$299K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
111+ 426.92% |
$16.3K - $18.6K
|
137
$21.2K
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
101+ 4.66% |
$14.8K - $17K
|
2.27K
$350K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
101+ 0.91% |
$14.8K - $17K
|
11.2K
$1.72M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$14.7K - $16.8K
|
100
$15.4K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$14.7K - $16.8K
|
100
$15.4K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
93+ 0.85% |
$13.6K - $15.6K
|
11.1K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$12.5K - $14.3K
|
2.2K
$340K
|