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 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.29K- 35.06% |
$189K - $217K
|
2.39K
$400K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
609+ 1.26% |
$89.3K - $102K
|
48.9K
$8.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
568+ 2.27% |
$83.3K - $95.4K
|
25.6K
$4.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.26K+ 54.92% |
$625K - $716K
|
12K
$2.01M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
919+ 2.21% |
$135K - $154K
|
42.4K
$7.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
204+ 2.15% |
$29.9K - $34.3K
|
9.68K
$1.62M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6.62K- 72.92% |
$971K - $1.11M
|
2.46K
$411K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-492- 2.24% |
$72.2K - $82.6K
|
21.4K
$3.59M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.37K+ 41.54% |
$201K - $230K
|
4.66K
$780K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
68+ 0.26% |
$9.98K - $11.4K
|
26.7K
$4.46M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$228K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 19.56% |
$151K - $173K
|
4.23K
$707K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.44K+ 2.71% |
$799K - $914K
|
206K
$34.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-393- 2.56% |
$57.7K - $66K
|
15K
$2.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.42K- 5.51% |
$208K - $238K
|
24.3K
$4.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-884- 5.89% |
$130K - $148K
|
14.1K
$2.36M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.21K+ 48.58% |
$323K - $370K
|
6.74K
$1.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-307- 1.81% |
$45K - $51.6K
|
16.6K
$2.78M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.98M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$204K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-7.57K- 4.34% |
$1.11M - $1.27M
|
167K
$27.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
170+ 2.11% |
$24.9K - $28.6K
|
8.24K
$1.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-368- 1.62% |
$54K - $61.8K
|
22.4K
$3.74M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-678- 12.5% |
$99.5K - $114K
|
4.74K
$794K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.5K- 10.33% |
$660K - $756K
|
39.1K
$6.54M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-894- 40.07% |
$131K - $150K
|
1.34K
$224K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.26K- 2.02% |
$185K - $211K
|
61.1K
$10.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.41K+ 3.07% |
$1.38M - $1.58M
|
316K
$52.9M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.5K- 1.42% |
$1.55M - $1.77M
|
734K
$123M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
389+ 2.04% |
$57.1K - $65.3K
|
19.4K
$3.25M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
464+ 25.75% |
$68.1K - $77.9K
|
2.27K
$379K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-516- 2.09% |
$75.7K - $86.7K
|
24.2K
$4.04M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-65- 4.18% |
$9.54K - $10.9K
|
1.49K
$249K
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
3.55KNew |
$501K - $577K
|
3.55K
$594K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$1.66M - $1.91M
|
11.7K
$1.96M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 0.63% |
$11.2K - $12.8K
|
12.5K
$2.09M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
120K+ 447.42% |
$16.9M - $19.5M
|
147K
$24.5M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
530New |
$74.8K - $86.1K
|
530
$88.7K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.02K- 52.16% |
$285K - $328K
|
1.85K
$310K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$582K - $671K
|
4.13K
$690K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-330- 8.0% |
$46.6K - $53.6K
|
3.8K
$635K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.49KNew |
$916K - $1.05M
|
6.49K
$1.09M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
4.36KNew |
$616K - $709K
|
4.36K
$730K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
18.9KNew |
$2.67M - $3.08M
|
18.9K
$3.17M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.55KNew |
$642K - $739K
|
4.55K
$761K
|
|
|
Mar 18, 2025
Q4 2024
|
Cibra Capital LTD
London, X0 |
BUY
|
CALL |
78KNew |
$11M - $12.7M
|
78K
$13M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
578+ 24.75% |
$81.6K - $93.9K
|
2.91K
$487K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-59- 2.46% |
$8.33K - $9.59K
|
2.34K
$391K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.23KNew |
$315K - $363K
|
2.23K
$374K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.1K+ 1.13% |
$296K - $341K
|
188K
$31.5M
|
|