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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4K+ 24.6% |
$535K - $674K
|
20.3K
$3.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 29.36% |
$535K - $674K
|
17.6K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4K+ 2.49% |
$535K - $674K
|
165K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.96K+ 14.87% |
$529K - $667K
|
30.6K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.95K+ 28.18% |
$529K - $666K
|
18K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 8.5% |
$528K - $666K
|
50.4K
$7.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.94K+ 7.12% |
$526K - $663K
|
59.2K
$9.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.93K+ 6.07% |
$525K - $662K
|
68.7K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.92K+ 10.17% |
$524K - $660K
|
42.4K
$6.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.89K+ 17.02% |
$520K - $655K
|
26.7K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.8K+ 3.25% |
$508K - $640K
|
121K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.77K+ 1.57% |
$505K - $636K
|
244K
$37.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 4.7% |
$499K - $629K
|
83.1K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.69K+ 4.22% |
$493K - $621K
|
91.1K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.63K+ 17.03% |
$485K - $611K
|
24.9K
$3.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.57K+ 9.17% |
$477K - $601K
|
42.4K
$6.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.55KNew |
$475K - $598K
|
3.55K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
3.55K+ 3.26% |
$475K - $598K
|
112K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.54K+ 26.92% |
$474K - $597K
|
16.7K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 186.95% |
$470K - $592K
|
5.39K
$832K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.5K+ 5.93% |
$469K - $590K
|
62.6K
$9.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
3.5K+ 1.55% |
$468K - $590K
|
230K
$35.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.5K+ 18.39% |
$468K - $590K
|
22.5K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.5K+ 250.0% |
$468K - $590K
|
4.9K
$757K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.5K+ 23.41% |
$468K - $590K
|
18.5K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.45K+ 132.69% |
$461K - $581K
|
6.05K
$934K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.45K+ 12.13% |
$461K - $581K
|
31.9K
$4.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.44K+ 11.33% |
$460K - $580K
|
33.8K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.43K+ 3.24% |
$459K - $578K
|
109K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
3.4K+ 2.59% |
$454K - $572K
|
134K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.35K+ 13.03% |
$448K - $565K
|
29.1K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 40.82% |
$444K - $559K
|
11.5K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
3.31K+ 21.85% |
$443K - $558K
|
18.5K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
3.3K+ 8.25% |
$442K - $557K
|
43.3K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.29K+ 1.57% |
$440K - $554K
|
213K
$32.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.28K+ 21.22% |
$438K - $552K
|
18.7K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 7.85% |
$437K - $551K
|
44.9K
$6.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.22K+ 23.02% |
$430K - $542K
|
17.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.21K+ 12.1% |
$429K - $541K
|
29.7K
$4.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 6.45% |
$428K - $539K
|
52.8K
$8.15M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 87.5% |
$426K - $537K
|
6.83K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
3.17KNew |
$424K - $534K
|
3.17K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 2.41% |
$424K - $534K
|
135K
$20.8M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.16K+ 2.82% |
$422K - $532K
|
115K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.14K+ 1.54% |
$419K - $528K
|
207K
$32M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.13K+ 10.79% |
$419K - $527K
|
32.1K
$4.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.11K+ 184.68% |
$416K - $524K
|
4.79K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.11K+ 106.77% |
$415K - $523K
|
6.01K
$929K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.09KNew |
$414K - $521K
|
3.09K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.07K+ 11.66% |
$411K - $518K
|
29.4K
$4.55M
|