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 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-99- 4.61% |
$14.4K - $16K
|
2.05K
$315K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-381- 8.82% |
$55.5K - $61.7K
|
3.94K
$605K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.06K+ 6.33% |
$155K - $172K
|
17.9K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-70- 0.62% |
$10.2K - $11.3K
|
11.1K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
501+ 67.61% |
$72.9K - $81.1K
|
1.24K
$191K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5.97KNew |
$869K - $966K
|
5.97K
$918K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
115+ 4.42% |
$16.7K - $18.6K
|
2.72K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.4KNew |
$495K - $550K
|
3.4K
$522K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
814+ 51.62% |
$118K - $132K
|
2.39K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
101+ 0.56% |
$14.7K - $16.3K
|
18K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.1K+ 16.06% |
$305K - $339K
|
15.2K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-547- 1.6% |
$79.6K - $88.5K
|
33.7K
$5.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3- 0.06% |
$437 - $485
|
4.62K
$711K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-501- 2.8% |
$72.9K - $81.1K
|
17.4K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.04% |
$291 - $324
|
4.88K
$751K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.24K+ 8.27% |
$763K - $849K
|
68.6K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.26K+ 2.53% |
$183K - $204K
|
50.9K
$7.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4+ 0.03% |
$582 - $647
|
13.2K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.3K+ 11.76% |
$2.08M - $2.31M
|
135K
$20.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
485+ 0.66% |
$70.6K - $78.5K
|
73.8K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45+ 0.72% |
$6.55K - $7.28K
|
6.28K
$966K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
971+ 20.12% |
$141K - $157K
|
5.8K
$892K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
200+ 6.08% |
$29.1K - $32.4K
|
3.49K
$537K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.15K+ 18.27% |
$458K - $509K
|
20.4K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-79- 0.61% |
$11.5K - $12.8K
|
12.9K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.21K+ 19.35% |
$904K - $1M
|
38.3K
$5.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.1% |
$2.33K - $2.59K
|
15.9K
$2.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-51- 10.08% |
$7.42K - $8.25K
|
455
$70K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
929+ 10.21% |
$135K - $150K
|
10K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.62K- 7.38% |
$964K - $1.07M
|
83.1K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-220- 1.64% |
$32K - $35.6K
|
13.2K
$2.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
893+ 11.0% |
$130K - $145K
|
9.01K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.87KNew |
$273K - $303K
|
1.87K
$288K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-55- 0.83% |
$8.01K - $8.9K
|
6.6K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.35% |
$503K - $559K
|
259K
$39.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.44% |
$8.73K - $9.71K
|
13.6K
$2.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
304+ 3.89% |
$44.3K - $49.2K
|
8.12K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 19.33% |
$248K - $275K
|
7.1K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
291+ 13.43% |
$42.4K - $47.1K
|
2.46K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-293- 6.31% |
$42.7K - $47.4K
|
4.35K
$669K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
709+ 2.27% |
$103K - $115K
|
31.9K
$4.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
309+ 7.81% |
$45K - $50K
|
4.27K
$656K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
61+ 0.26% |
$8.88K - $9.87K
|
23.2K
$3.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16- 0.43% |
$2.33K - $2.59K
|
3.71K
$570K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-23- 0.27% |
$3.35K - $3.72K
|
8.4K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-5.05K- 10.44% |
$735K - $818K
|
43.3K
$6.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.83K- 22.76% |
$411K - $457K
|
9.59K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-384K- 11.43% |
$55.9M - $62.2M
|
2.98M
$458M
|