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
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
330+ 7.24% |
$48K - $53.4K
|
4.89K
$752K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
116New |
$16.9K - $18.8K
|
116
$17.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
254+ 3.58% |
$37K - $41.1K
|
7.35K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-188- 1.68% |
$27.4K - $30.4K
|
11K
$1.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
57.7K+ 19.38% |
$8.4M - $9.33M
|
355K
$54.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.0% |
$582 - $647
|
168K
$25.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.93KNew |
$280K - $312K
|
1.93K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.32KNew |
$192K - $214K
|
1.32K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.11% |
$2.18K - $2.43K
|
13.6K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-216- 3.4% |
$31.4K - $35K
|
6.14K
$944K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
94+ 0.45% |
$13.7K - $15.2K
|
21.1K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
172+ 1.74% |
$25K - $27.8K
|
10K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
409+ 1.63% |
$59.5K - $66.2K
|
25.5K
$3.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
113+ 7.8% |
$16.4K - $18.3K
|
1.56K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-684- 1.52% |
$99.6K - $111K
|
44.3K
$6.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-996- 9.13% |
$145K - $161K
|
9.92K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
50+ 2.67% |
$7.28K - $8.09K
|
1.92K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
550+ 33.85% |
$80.1K - $89K
|
2.18K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.81K+ 75.91% |
$264K - $293K
|
4.2K
$646K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.35K- 4.38% |
$196K - $218K
|
29.4K
$4.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
91+ 3.84% |
$13.2K - $14.7K
|
2.46K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
16.7K+ 58.11% |
$2.43M - $2.7M
|
45.5K
$6.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
383+ 4.89% |
$55.8K - $62K
|
8.21K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
759+ 4.79% |
$110K - $123K
|
16.6K
$2.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
45+ 0.87% |
$6.55K - $7.28K
|
5.2K
$800K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
280+ 6.82% |
$40.8K - $45.3K
|
4.38K
$674K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.34% |
$164K - $183K
|
83.4K
$12.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.41K+ 27.84% |
$1.08M - $1.2M
|
34K
$5.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
63+ 2.63% |
$9.17K - $10.2K
|
2.46K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.12% |
$873 - $971
|
5.19K
$797K
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
958+ 3.93% |
$139K - $155K
|
25.3K
$3.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.87KNew |
$563K - $626K
|
3.87K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.25% |
$2.77K - $3.07K
|
7.43K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-857- 1.19% |
$125K - $139K
|
70.9K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-199- 0.8% |
$29K - $32.2K
|
24.7K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-906- 17.78% |
$132K - $147K
|
4.19K
$644K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
110+ 5.2% |
$16K - $17.8K
|
2.23K
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-144- 3.78% |
$21K - $23.3K
|
3.67K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
199+ 1.32% |
$29K - $32.2K
|
15.3K
$2.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
28+ 0.25% |
$4.08K - $4.53K
|
11.1K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
729+ 39.58% |
$106K - $118K
|
2.57K
$395K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-197- 2.26% |
$28.7K - $31.9K
|
8.52K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-13.6K- 62.28% |
$1.97M - $2.19M
|
8.21K
$1.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-418- 14.09% |
$60.8K - $67.6K
|
2.55K
$392K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-5- 0.25% |
$728 - $809
|
1.99K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.95K- 1.55% |
$283K - $315K
|
124K
$19M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
117K+ 1398.41% |
$17M - $18.9M
|
125K
$19.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.38K+ 74.13% |
$492K - $547K
|
7.94K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.55K+ 6.83% |
$517K - $575K
|
55.6K
$8.54M
|