Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
42.7K+ 7.02% |
$6.22M - $6.91M
|
652K
$100M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
1.9KNew |
$277K - $308K
|
1.9K
$293K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
143+ 0.8% |
$20.8K - $23.1K
|
17.9K
$2.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
39+ 0.76% |
$5.68K - $6.31K
|
5.17K
$795K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
3.74K+ 31.92% |
$544K - $605K
|
15.5K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
80+ 1.67% |
$11.6K - $12.9K
|
4.87K
$748K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.78K+ 28.42% |
$259K - $288K
|
8.04K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
27+ 2.54% |
$3.93K - $4.37K
|
1.09K
$167K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-122- 8.63% |
$17.8K - $19.7K
|
1.29K
$199K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.88K+ 33.99% |
$419K - $466K
|
11.4K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
105+ 5.58% |
$15.3K - $17K
|
1.99K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.85KNew |
$270K - $300K
|
1.85K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
21.4KNew |
$3.12M - $3.47M
|
21.4K
$3.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
54+ 2.2% |
$7.86K - $8.74K
|
2.51K
$386K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.36K+ 7.48% |
$198K - $220K
|
19.5K
$3M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
8.03K+ 9.46% |
$1.17M - $1.3M
|
92.9K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
12New |
$1.75K - $1.94K
|
12
$1.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
364K+ 71.77% |
$53M - $59M
|
872K
$134M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.71K- 84.97% |
$394K - $438K
|
479
$73.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-45- 1.63% |
$6.55K - $7.28K
|
2.71K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
97+ 0.89% |
$14.1K - $15.7K
|
11K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$203K - $226K
|
1.4K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-215- 6.36% |
$31.3K - $34.8K
|
3.17K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9+ 0.01% |
$1.31K - $1.46K
|
96.3K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
19+ 0.15% |
$2.77K - $3.07K
|
12.8K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-146- 1.48% |
$21.3K - $23.6K
|
9.72K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.24K+ 32.34% |
$472K - $524K
|
13.3K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
17KNew |
$2.47M - $2.75M
|
17K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
7.74K+ 6.69% |
$1.13M - $1.25M
|
123K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.24K+ 97.39% |
$908K - $1.01M
|
12.6K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.2K+ 37.54% |
$5.41M - $6.02M
|
136K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.29K+ 45.02% |
$480K - $533K
|
10.6K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
109+ 3.0% |
$15.9K - $17.6K
|
3.74K
$576K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.12K
$788K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
11.5K+ 21.82% |
$1.67M - $1.86M
|
64K
$9.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
178+ 0.77% |
$25.9K - $28.8K
|
23.4K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.8K+ 23.86% |
$5.65M - $6.28M
|
202K
$31M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
228+ 0.94% |
$33.2K - $36.9K
|
24.5K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
426+ 9.83% |
$62K - $68.9K
|
4.76K
$732K
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.13% |
$437 - $485
|
2.34K
$360K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-109- 0.19% |
$15.9K - $17.6K
|
57.1K
$8.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9.03K+ 49.01% |
$1.31M - $1.46M
|
27.5K
$4.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 0.9% |
$2.62K - $2.91K
|
2.03K
$312K
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
37+ 0.1% |
$5.39K - $5.99K
|
38.6K
$5.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.28K- 6.28% |
$187K - $207K
|
19.1K
$2.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 46.94% |
$619K - $688K
|
13.3K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.44K- 10.63% |
$354K - $394K
|
20.5K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
202+ 306.06% |
$29.4K - $32.7K
|
268
$41.2K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
123+ 5.85% |
$17.9K - $19.9K
|
2.23K
$342K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-499- 0.54% |
$72.6K - $80.8K
|
92.7K
$14.3M
|