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 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
560+ 1.9% |
$81.5K - $90.6K
|
30K
$4.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.59K+ 4.36% |
$1.25M - $1.39M
|
206K
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-963- 14.46% |
$140K - $156K
|
5.7K
$876K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.04K+ 25.86% |
$151K - $168K
|
5.04K
$775K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63+ 1.23% |
$9.17K - $10.2K
|
5.19K
$797K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
102+ 1.98% |
$14.8K - $16.5K
|
5.24K
$806K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.09% |
$3.2K - $3.56K
|
24K
$3.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.2K- 1.45% |
$174K - $194K
|
81.3K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.1K- 39.22% |
$160K - $178K
|
1.71K
$263K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2K- 6.05% |
$291K - $324K
|
31.1K
$4.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.2K- 1.79% |
$320K - $356K
|
121K
$18.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12K- 2.47% |
$1.75M - $1.95M
|
475K
$73.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.37K+ 2.06% |
$199K - $222K
|
68K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.92K+ 1.6% |
$280K - $311K
|
122K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-84- 0.77% |
$12.2K - $13.6K
|
10.9K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 4.62% |
$9.32K - $10.4K
|
1.45K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 6.12% |
$194K - $215K
|
23.1K
$3.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$163K - $181K
|
1.12K
$172K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
274+ 5.04% |
$39.9K - $44.3K
|
5.71K
$878K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 2.64% |
$169K - $187K
|
42.6K
$6.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
198+ 12.48% |
$28.8K - $32K
|
1.78K
$274K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.1K- 19.69% |
$1.47M - $1.63M
|
41.2K
$6.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
207+ 10.63% |
$30.1K - $33.5K
|
2.16K
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-88- 1.31% |
$12.8K - $14.2K
|
6.65K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
143+ 3.52% |
$20.8K - $23.1K
|
4.2K
$646K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
517+ 0.71% |
$75.3K - $83.7K
|
72.9K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
485+ 7.83% |
$70.6K - $78.5K
|
6.68K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
608+ 9.52% |
$88.5K - $98.4K
|
6.99K
$1.08M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.38KNew |
$201K - $224K
|
1.38K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-776- 1.86% |
$113K - $126K
|
41K
$6.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
104+ 4.01% |
$15.1K - $16.8K
|
2.7K
$415K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-67- 1.04% |
$9.75K - $10.8K
|
6.39K
$982K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
819+ 3.03% |
$119K - $133K
|
27.9K
$4.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$291 - $324
|
4.73K
$727K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.18K+ 57.46% |
$171K - $190K
|
3.22K
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-151- 8.01% |
$22K - $24.4K
|
1.74K
$267K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
84+ 1.3% |
$12.2K - $13.6K
|
6.56K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 1.21% |
$18.6K - $20.7K
|
10.7K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 0.58% |
$14.6K - $16.2K
|
17.3K
$2.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5.72K+ 194.62% |
$833K - $926K
|
8.66K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.63K- 10.48% |
$383K - $426K
|
22.5K
$3.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.41K+ 168.39% |
$351K - $390K
|
3.85K
$591K
|
|
|
Oct 16, 2025
Q3 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-47- 3.3% |
$6.84K - $7.61K
|
1.38K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12+ 0.44% |
$1.75K - $1.94K
|
2.73K
$420K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.36K+ 5.99% |
$198K - $220K
|
24.1K
$3.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-611- 1.45% |
$88.9K - $98.9K
|
41.5K
$6.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4- 0.19% |
$582 - $647
|
2.1K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.12K- 93.89% |
$163K - $182K
|
73
$11.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.98% |
$437 - $485
|
302
$46.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-140- 0.69% |
$20.4K - $22.7K
|
20.3K
$3.12M
|