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 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-56- 2.22% |
$8.15K - $9.06K
|
2.47K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-72- 0.86% |
$10.5K - $11.7K
|
8.29K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.85K+ 21.16% |
$269K - $300K
|
10.6K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
451+ 0.48% |
$65.7K - $73K
|
93.7K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
SELL
|
- |
-83- 0.85% |
$12.1K - $13.4K
|
9.69K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 1.28% |
$7.28K - $8.09K
|
3.95K
$607K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
95+ 2.39% |
$13.8K - $15.4K
|
4.08K
$627K
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-106K- 43.38% |
$15.4M - $17.1M
|
138K
$21.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-34- 0.18% |
$4.95K - $5.5K
|
18.9K
$2.9M
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34KNew |
$195K - $216K
|
1.34K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-184- 4.57% |
$26.8K - $29.8K
|
3.84K
$591K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.38KNew |
$346K - $385K
|
2.38K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.6K+ 652.55% |
$2.42M - $2.69M
|
19.2K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-219- 2.64% |
$31.9K - $35.4K
|
8.08K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.7K- 1.51% |
$1.85M - $2.06M
|
833K
$128M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.89K+ 42.3% |
$275K - $306K
|
6.36K
$977K
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
1.68K+ 0.73% |
$244K - $272K
|
233K
$35.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
45+ 2.84% |
$6.55K - $7.28K
|
1.63K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
344+ 0.47% |
$50.1K - $55.7K
|
73.5K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-48- 3.23% |
$6.99K - $7.77K
|
1.44K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-367- 31.72% |
$53.4K - $59.4K
|
790
$121K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
287+ 0.48% |
$41.8K - $46.4K
|
60K
$9.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
12+ 0.42% |
$1.75K - $1.94K
|
2.88K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.2K- 96.72% |
$3.67M - $4.08M
|
853
$131K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
421+ 3.62% |
$61.3K - $68.1K
|
12.1K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$146 - $162
|
2.71K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 11.96% |
$1.65M - $1.83M
|
106K
$16.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
558+ 31.16% |
$81.2K - $90.3K
|
2.35K
$361K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
123+ 8.36% |
$17.9K - $19.9K
|
1.59K
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.85K+ 1.78% |
$269K - $299K
|
105K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-301- 0.18% |
$43.8K - $48.7K
|
165K
$25.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
18.2K+ 6.41% |
$2.64M - $2.94M
|
301K
$46.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-460- 6.84% |
$67K - $74.4K
|
6.27K
$964K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 2.32% |
$2.33K - $2.59K
|
707
$109K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 5.96% |
$255K - $283K
|
27.6K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
389+ 24.0% |
$56.6K - $63K
|
2.01K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
21.5K+ 54.24% |
$3.13M - $3.48M
|
61.2K
$9.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-26.3K- 50.7% |
$3.83M - $4.25M
|
25.6K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
26+ 0.74% |
$3.78K - $4.21K
|
3.52K
$542K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
7.35K+ 1.75% |
$1.07M - $1.19M
|
427K
$65.7M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
4.17K+ 42.63% |
$607K - $675K
|
13.9K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
337+ 0.85% |
$49.1K - $54.5K
|
40K
$6.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.34K- 14.22% |
$486K - $540K
|
20.1K
$3.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.65K+ 58.73% |
$240K - $267K
|
4.46K
$686K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-21- 0.64% |
$3.06K - $3.4K
|
3.28K
$504K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
1.89K+ 39.84% |
$275K - $306K
|
6.63K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
83+ 0.96% |
$12.1K - $13.4K
|
8.72K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
71+ 3.71% |
$10.3K - $11.5K
|
1.99K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-615- 1.45% |
$89.5K - $99.5K
|
41.8K
$6.42M
|