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 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
753+ 6.19% |
$110K - $122K
|
12.9K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 2.71% |
$5.82K - $6.47K
|
1.44K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-955- 3.28% |
$139K - $155K
|
28.2K
$4.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$237K - $264K
|
1.63K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.45KNew |
$211K - $235K
|
1.45K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.4K+ 5.65% |
$640K - $711K
|
82.2K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.11% |
$1.02K - $1.13K
|
638
$98.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6K+ 9.08% |
$232K - $258K
|
19.2K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.8K- 8.42% |
$3.17M - $3.52M
|
237K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-457- 2.15% |
$66.5K - $74K
|
20.8K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-2- 0.05% |
$291 - $324
|
3.74K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
528+ 0.81% |
$76.9K - $85.4K
|
66.1K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
397+ 8.98% |
$57.8K - $64.2K
|
4.82K
$741K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$205K - $228K
|
1.41K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-577- 1.26% |
$84K - $93.4K
|
45.1K
$6.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
207+ 14.37% |
$30.1K - $33.5K
|
1.65K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.37% |
$165K - $183K
|
27K
$4.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.95% |
$1.46K - $1.62K
|
1.07K
$164K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
121+ 1.27% |
$17.6K - $19.6K
|
9.67K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
42.8K+ 1957.62% |
$6.23M - $6.92M
|
45K
$6.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
82+ 3.81% |
$11.9K - $13.3K
|
2.23K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.79K- 76.86% |
$697K - $775K
|
1.44K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-257- 4.79% |
$37.4K - $41.6K
|
5.11K
$786K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-266- 6.15% |
$38.7K - $43K
|
4.06K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
98+ 1.79% |
$14.3K - $15.9K
|
5.56K
$855K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-44- 0.6% |
$6.41K - $7.12K
|
7.3K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
185+ 3.02% |
$26.9K - $29.9K
|
6.3K
$969K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
32+ 0.91% |
$4.66K - $5.18K
|
3.55K
$546K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$1.31K - $1.46K
|
31.6K
$4.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.69KNew |
$537K - $597K
|
3.69K
$567K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-53- 30.99% |
$7.72K - $8.58K
|
118
$18.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
232+ 5.3% |
$33.8K - $37.5K
|
4.61K
$709K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
982+ 6.92% |
$143K - $159K
|
15.2K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
687+ 23.76% |
$100K - $111K
|
3.58K
$550K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.04K+ 33.04% |
$733K - $815K
|
20.3K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.35K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-615- 4.1% |
$89.5K - $99.5K
|
14.4K
$2.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
126+ 7.64% |
$18.3K - $20.4K
|
1.78K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.05% |
$1.46K - $1.62K
|
20.2K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.42KNew |
$207K - $230K
|
1.42K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-197- 1.03% |
$28.7K - $31.9K
|
19K
$2.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-21.9K- 91.55% |
$3.19M - $3.54M
|
2.02K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.28K+ 6.77% |
$622K - $692K
|
67.5K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
85+ 0.14% |
$12.4K - $13.8K
|
59.3K
$9.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.7K+ 14.36% |
$393K - $436K
|
21.5K
$3.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.55K+ 10.52% |
$225K - $250K
|
16.2K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
BUY
|
- |
5.99K+ 416.54% |
$873K - $970K
|
7.43K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 8.24% |
$268K - $298K
|
24.2K
$3.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
11+ 0.46% |
$1.6K - $1.78K
|
2.43K
$373K
|