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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
78+ 3.46% |
$11.4K - $13.1K
|
2.33K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
78+ 0.72% |
$11.4K - $13.1K
|
10.9K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 4.86% |
$11K - $12.6K
|
1.62K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
75+ 4.61% |
$11K - $12.6K
|
1.7K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
72+ 4.41% |
$10.6K - $12.1K
|
1.71K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
72+ 4.21% |
$10.6K - $12.1K
|
1.78K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
70+ 437.5% |
$10.3K - $11.8K
|
86
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67+ 2.05% |
$9.83K - $11.3K
|
3.34K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66New |
$9.68K - $11.1K
|
66
$10.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53+ 44.92% |
$7.78K - $8.9K
|
171
$26.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.62% |
$7.34K - $8.4K
|
3.14K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
47+ 3.13% |
$6.9K - $7.89K
|
1.55K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 1.25% |
$6.75K - $7.73K
|
3.74K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$880K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38+ 2.61% |
$5.57K - $6.38K
|
1.49K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
35+ 9.59% |
$5.13K - $5.88K
|
400
$61.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
31+ 2.08% |
$4.55K - $5.21K
|
1.52K
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29+ 32.22% |
$4.25K - $4.87K
|
119
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.88% |
$3.52K - $4.03K
|
2.75K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21New |
$3.08K - $3.53K
|
21
$3.24K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.41% |
$2.93K - $3.36K
|
4.88K
$754K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.71% |
$2.93K - $3.36K
|
2.85K
$440K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.01% |
$2.64K - $3.02K
|
1.79K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
18+ 0.15% |
$2.64K - $3.02K
|
11.7K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.77% |
$2.05K - $2.35K
|
1.83K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.47K - $1.68K
|
4.6K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.54K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
7+ 0.16% |
$1.03K - $1.18K
|
4.33K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 0.34% |
$880 - $1.01K
|
1.75K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5+ 0.23% |
$734 - $840
|
2.16K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.12% |
$587 - $672
|
360
$55.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3New |
$440 - $504
|
3
$463
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$51.1K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$286K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 5.0% |
$147 - $168
|
21
$3.24K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.22% |
$147 - $168
|
83
$12.8K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1+ 0.02% |
$147 - $168
|
5.29K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.29K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
2.13K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.43K
$220K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
500KNew |
$70.6M - $81.3M
|
500K
$77.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
- |
322KNew |
$45.5M - $52.3M
|
322K
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Merewether Investment Management, LP
Dallas, TX |
BUY
|
- |
290K+ 351.88% |
$40.9M - $47.1M
|
372K
$57.4M
|
|