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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-19.3K- 12.15% |
$2.84M - $3.25M
|
140K
$20.9M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.67K- 8.85% |
$245K - $280K
|
17.2K
$2.57M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
416+ 20.02% |
$61K - $69.9K
|
2.49K
$373K
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-14- 0.73% |
$2.05K - $2.35K
|
1.91K
$286K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.27K+ 14.27% |
$333K - $382K
|
18.2K
$2.72M
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.04K- 48.45% |
$299K - $342K
|
2.17K
$324K
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.12K+ 4.75% |
$164K - $188K
|
24.7K
$3.69M
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
583+ 8.92% |
$85.5K - $97.9K
|
7.12K
$1.06M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77.5K+ 6.69% |
$11.4M - $13M
|
1.24M
$185M
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.56% |
$1.91K - $2.18K
|
2.33K
$349K
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.6K- 9.3% |
$235K - $269K
|
15.6K
$2.33M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.37K- 31.16% |
$642K - $735K
|
9.66K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.2K+ 6.43% |
$910K - $1.04M
|
103K
$15.3M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
107+ 356.67% |
$15.7K - $18K
|
137
$20.5K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21+ 0.82% |
$3.08K - $3.53K
|
2.57K
$384K
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-733- 74.57% |
$108K - $123K
|
250
$37.4K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-27- 0.39% |
$3.96K - $4.54K
|
6.98K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
14.9K+ 951.79% |
$2.18M - $2.5M
|
16.5K
$2.46M
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-17- 77.27% |
$2.49K - $2.86K
|
5
$748
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.37K+ 14.03% |
$348K - $398K
|
19.3K
$2.88M
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18.1K+ 22.59% |
$2.66M - $3.04M
|
98.4K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.86% |
$1.61K - $1.85K
|
1.29K
$192K
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-21.3K- 8.08% |
$3.12M - $3.58M
|
242K
$36.2M
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-498- 3.81% |
$73.1K - $83.6K
|
12.6K
$1.88M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
93.6K+ 8.97% |
$13.7M - $15.7M
|
1.14M
$170M
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
111+ 426.92% |
$16.3K - $18.6K
|
137
$20.5K
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-23.1K- 73.18% |
$3.39M - $3.88M
|
8.47K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.29K+ 0.62% |
$630K - $721K
|
700K
$105M
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
30.9K+ 5.76% |
$4.54M - $5.2M
|
568K
$84.9M
|
|
May 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-8.47K- 51.63% |
$1.24M - $1.42M
|
7.93K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
16.5K+ 14.91% |
$2.42M - $2.77M
|
127K
$19M
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-275- 12.57% |
$40.3K - $46.2K
|
1.91K
$286K
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-38.8K- 28.36% |
$5.69M - $6.52M
|
98K
$14.6M
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.46K+ 3.41% |
$361K - $413K
|
74.6K
$11.2M
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.74KNew |
$255K - $292K
|
1.74K
$260K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-43- 0.39% |
$6.31K - $7.22K
|
10.9K
$1.63M
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-942- 19.28% |
$138K - $158K
|
3.95K
$590K
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-366- 14.04% |
$53.7K - $61.5K
|
2.24K
$335K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.24K- 0.38% |
$182K - $208K
|
328K
$49.1M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.4K+ 3.66% |
$793K - $908K
|
153K
$22.9M
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 0.39% |
$14.2K - $16.3K
|
24.5K
$3.66M
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
26.8K+ 7.55% |
$3.94M - $4.51M
|
382K
$57.2M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
441K+ 12.35% |
$64.7M - $74.1M
|
4.01M
$600M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.14K
$319K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
89+ 0.45% |
$13.1K - $14.9K
|
20K
$2.99M
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-38- 0.8% |
$5.57K - $6.38K
|
4.71K
$705K
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
101K+ 11.63% |
$14.8M - $17M
|
969K
$145M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-67.2K- 48.03% |
$9.86M - $11.3M
|
72.7K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-494- 21.39% |
$72.5K - $83K
|
1.82K
$271K
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-138- 1.12% |
$20.2K - $23.2K
|
12.2K
$1.83M
|