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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
12.5K+ 4630.74% |
$1.83M - $2.1M
|
12.8K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
33+ 0.9% |
$4.84K - $5.54K
|
3.7K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.66K- 10.92% |
$243K - $279K
|
13.5K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.2K+ 33.6% |
$4.14M - $4.74M
|
112K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.38K- 2.86% |
$349K - $400K
|
80.8K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
432+ 6.67% |
$63.4K - $72.6K
|
6.91K
$963K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.42K- 0.71% |
$208K - $238K
|
199K
$27.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
69+ 0.42% |
$10.1K - $11.6K
|
16.7K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.25K- 7.46% |
$183K - $209K
|
15.4K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 10.27% |
$1.55M - $1.78M
|
114K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 7.71% |
$51.3K - $58.8K
|
4.19K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-71- 0.44% |
$10.4K - $11.9K
|
15.9K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.64K+ 4.16% |
$387K - $443K
|
66K
$9.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-16.5K- 7.22% |
$2.42M - $2.77M
|
211K
$29.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.14K+ 10.1% |
$314K - $359K
|
23.3K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-62.4K- 3.79% |
$9.16M - $10.5M
|
1.58M
$221M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
219+ 7.48% |
$32.1K - $36.8K
|
3.15K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.07KNew |
$157K - $180K
|
1.07K
$149K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
929New |
$136K - $156K
|
929
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
101+ 4.66% |
$14.8K - $17K
|
2.27K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
263+ 1.0% |
$38.6K - $44.2K
|
26.6K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
24+ 0.32% |
$3.52K - $4.03K
|
7.62K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-329- 1.12% |
$48.3K - $55.3K
|
29.1K
$4.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.47% |
$163K - $186K
|
26K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-25- 1.59% |
$3.67K - $4.2K
|
1.55K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-87- 5.47% |
$12.8K - $14.6K
|
1.5K
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
712New |
$104K - $120K
|
712
$99.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 2.55% |
$241K - $276K
|
66K
$9.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
338+ 9.49% |
$49.6K - $56.8K
|
3.9K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-352- 5.33% |
$51.6K - $59.1K
|
6.26K
$871K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.03K- 2.83% |
$151K - $173K
|
35.3K
$4.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
966+ 4.29% |
$142K - $162K
|
23.5K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
94+ 3.02% |
$13.8K - $15.8K
|
3.21K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
59+ 4.26% |
$8.66K - $9.91K
|
1.44K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
267+ 0.42% |
$39.2K - $44.8K
|
63.8K
$8.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.77K- 62.6% |
$407K - $466K
|
1.66K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.64K- 28.01% |
$241K - $276K
|
4.22K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 0.28% |
$27.1K - $31.1K
|
66.8K
$9.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-179- 10.67% |
$26.3K - $30.1K
|
1.5K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-276- 0.74% |
$40.5K - $46.4K
|
37K
$5.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7- 2.06% |
$1.03K - $1.18K
|
333
$46.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
13+ 0.1% |
$1.91K - $2.18K
|
13.1K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.18K+ 27.25% |
$173K - $198K
|
5.52K
$768K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-658- 1.47% |
$96.5K - $111K
|
44K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
118+ 15.45% |
$17.3K - $19.8K
|
882
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.84K+ 62.99% |
$417K - $477K
|
7.35K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-503- 3.55% |
$73.8K - $84.5K
|
13.7K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-50- 7.07% |
$7.34K - $8.4K
|
657
$91.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-7.67K- 16.86% |
$1.13M - $1.29M
|
37.8K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.4% |
$2.05K - $2.35K
|
3.48K
$485K
|