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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.87K+ 6.67% |
$384K - $483K
|
45.9K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-381- 14.8% |
$51K - $64.2K
|
2.19K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-570- 16.08% |
$76.2K - $96.1K
|
2.98K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.77K+ 18.08% |
$370K - $467K
|
18.1K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
481+ 6.66% |
$64.3K - $81.1K
|
7.71K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.8K+ 10.58% |
$241K - $303K
|
18.8K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
840+ 47.59% |
$112K - $142K
|
2.61K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
984New |
$132K - $166K
|
984
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
52+ 2.4% |
$6.95K - $8.76K
|
2.22K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.04K+ 22.05% |
$138K - $174K
|
5.73K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.05K+ 4.0% |
$140K - $176K
|
27.2K
$4.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
656+ 14.85% |
$87.7K - $111K
|
5.07K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
171+ 6.83% |
$22.9K - $28.8K
|
2.67K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 0.44% |
$2.01K - $2.53K
|
3.41K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
166+ 4.25% |
$22.2K - $28K
|
4.07K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
405+ 12.58% |
$54.2K - $68.2K
|
3.63K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
25.9KNew |
$3.46M - $4.37M
|
25.9K
$4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8.6K- 10.06% |
$1.15M - $1.45M
|
76.9K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.65KNew |
$221K - $279K
|
1.65K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
3.5K+ 1.55% |
$468K - $590K
|
230K
$35.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.89K+ 17.02% |
$520K - $655K
|
26.7K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-20.3K- 2.46% |
$2.71M - $3.41M
|
804K
$124M
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
166+ 4.43% |
$22.2K - $28K
|
3.92K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
98+ 1.78% |
$13.1K - $16.5K
|
5.61K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 4.2% |
$1.87K - $2.36K
|
347
$53.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 1.77% |
$1.74K - $2.19K
|
723
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-264- 13.27% |
$35.3K - $44.5K
|
1.73K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.04K+ 4.01% |
$407K - $513K
|
79K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-500- 5.71% |
$66.9K - $84.3K
|
8.25K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.17K+ 12.42% |
$156K - $197K
|
10.6K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.49K- 5.36% |
$1M - $1.26M
|
132K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.67K+ 9.42% |
$358K - $451K
|
31.1K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.92K+ 10.17% |
$524K - $660K
|
42.4K
$6.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
965+ 7.25% |
$129K - $163K
|
14.3K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
140+ 3.02% |
$18.7K - $23.6K
|
4.77K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
55+ 3.33% |
$7.36K - $9.27K
|
1.71K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 29.58% |
$146K - $184K
|
2.6K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
681+ 3.94% |
$91.1K - $115K
|
18K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
219+ 3.08% |
$29.3K - $36.9K
|
7.34K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.8K- 71.68% |
$1.72M - $2.16M
|
5.07K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.05K+ 4.83% |
$273K - $345K
|
44.3K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
440+ 3.37% |
$58.8K - $74.1K
|
13.5K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-148- 0.63% |
$19.8K - $24.9K
|
23.4K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
62.1KNew |
$8.3M - $10.5M
|
62.1K
$9.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
94+ 3.94% |
$12.6K - $15.8K
|
2.48K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15+ 0.35% |
$2.01K - $2.53K
|
4.32K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9+ 3.0% |
$1.2K - $1.52K
|
309
$47.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-12K- 22.64% |
$1.6M - $2.02M
|
41K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-98- 1.86% |
$13.1K - $16.5K
|
5.18K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.41K
$218K
|