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 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5KNew |
$727K - $808K
|
5K
$768K
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
98.9K+ 230.08% |
$14.4M - $16M
|
142K
$21.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-683- 0.32% |
$99.4K - $111K
|
216K
$33.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-44.2K- 83.64% |
$6.43M - $7.15M
|
8.64K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
750+ 1.72% |
$109K - $121K
|
44.5K
$6.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$146 - $162
|
2.53K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
235+ 12.95% |
$34.2K - $38K
|
2.05K
$315K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
542+ 677.5% |
$78.9K - $87.7K
|
622
$95.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-873- 31.6% |
$127K - $141K
|
1.89K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-21- 3.29% |
$3.06K - $3.4K
|
617
$94.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
7.4KNew |
$1.08M - $1.2M
|
7.4K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 2.84% |
$316K - $351K
|
78.7K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
598+ 5.16% |
$87.1K - $96.8K
|
12.2K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
55+ 7.27% |
$8.01K - $8.9K
|
812
$125K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-126- 1.17% |
$18.3K - $20.4K
|
10.7K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-462- 0.65% |
$67.3K - $74.8K
|
70.8K
$10.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.28K+ 29.65% |
$186K - $207K
|
5.59K
$860K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.58K+ 15.51% |
$521K - $579K
|
26.7K
$4.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-36.4K- 62.76% |
$5.3M - $5.89M
|
21.6K
$3.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.89K+ 82.95% |
$275K - $305K
|
4.16K
$640K
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
SELL
|
- |
-150- 89.29% |
$21.8K - $24.3K
|
18
$2.77K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-157- 2.46% |
$22.9K - $25.4K
|
6.23K
$958K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-827- 2.41% |
$120K - $134K
|
33.5K
$5.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3+ 0.02% |
$437 - $485
|
13.8K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
88+ 3.87% |
$12.8K - $14.2K
|
2.36K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 8.04% |
$212K - $236K
|
19.6K
$3.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.55K+ 4.84% |
$953K - $1.06M
|
142K
$21.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-21- 0.02% |
$3.06K - $3.4K
|
85.8K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
892+ 2.8% |
$130K - $144K
|
32.7K
$5.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.69KNew |
$246K - $274K
|
1.69K
$260K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
454+ 1.67% |
$66.1K - $73.5K
|
27.7K
$4.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-89- 4.21% |
$13K - $14.4K
|
2.03K
$312K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
48+ 0.55% |
$6.99K - $7.77K
|
8.78K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
350+ 1.93% |
$50.9K - $56.6K
|
18.5K
$2.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.12% |
$728 - $809
|
4.26K
$655K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.23K+ 6.06% |
$761K - $846K
|
91.5K
$14.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
283+ 9.82% |
$41.2K - $45.8K
|
3.17K
$487K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
47+ 1.15% |
$6.84K - $7.61K
|
4.15K
$638K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
569+ 4.98% |
$82.8K - $92.1K
|
12K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7.56K- 0.66% |
$1.1M - $1.22M
|
1.14M
$175M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
1.1K+ 6.67% |
$160K - $178K
|
17.6K
$2.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
542+ 23.18% |
$78.9K - $87.7K
|
2.88K
$443K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.16K+ 33.24% |
$169K - $188K
|
4.66K
$716K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
522+ 5.44% |
$76K - $84.5K
|
10.1K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.5K- 12.89% |
$1.96M - $2.18M
|
91.1K
$14M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.37K+ 78.47% |
$200K - $222K
|
3.13K
$481K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-320- 10.03% |
$46.6K - $51.8K
|
2.87K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.15K+ 5.84% |
$167K - $186K
|
20.8K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-197- 0.54% |
$28.7K - $31.9K
|
36K
$5.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
679+ 12.36% |
$98.8K - $110K
|
6.17K
$949K
|