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
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-42- 1.75% |
$6.11K - $6.8K
|
2.36K
$363K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 8.9% |
$7.57K - $8.42K
|
636
$97.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
56.7K+ 18.31% |
$8.25M - $9.17M
|
366K
$56.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-571- 27.32% |
$83.1K - $92.4K
|
1.52K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.21K- 10.15% |
$322K - $357K
|
19.6K
$3.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.66K
$870K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
615+ 16.27% |
$89.5K - $99.5K
|
4.4K
$676K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
429+ 13.92% |
$62.4K - $69.4K
|
3.51K
$540K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.88K- 28.18% |
$274K - $304K
|
4.79K
$737K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9+ 0.06% |
$1.31K - $1.46K
|
14K
$2.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-165- 1.06% |
$24K - $26.7K
|
15.4K
$2.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.37KNew |
$199K - $221K
|
1.37K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-76- 0.94% |
$11.1K - $12.3K
|
8.02K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
32+ 3.84% |
$4.66K - $5.18K
|
865
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-161- 8.27% |
$23.4K - $26.1K
|
1.79K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
267K+ 1542.97% |
$38.9M - $43.2M
|
284K
$43.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.55KNew |
$225K - $250K
|
1.55K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 5.44% |
$21K - $23.3K
|
2.79K
$429K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
521+ 24.98% |
$75.8K - $84.3K
|
2.61K
$401K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-51- 1.07% |
$7.42K - $8.25K
|
4.72K
$727K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
149+ 8.31% |
$21.7K - $24.1K
|
1.94K
$299K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
1.4KNew |
$204K - $227K
|
1.4K
$215K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.27K- 26.46% |
$768K - $853K
|
14.7K
$2.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
177+ 25.14% |
$25.8K - $28.6K
|
881
$135K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.94K+ 29.8% |
$283K - $314K
|
8.46K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.07K+ 12.3% |
$738K - $820K
|
46.3K
$7.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 0.33% |
$72.8K - $80.9K
|
152K
$23.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
533+ 0.73% |
$77.6K - $86.3K
|
73.3K
$11.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.19K- 1.44% |
$174K - $193K
|
81.4K
$12.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-1.91K- 16.98% |
$278K - $309K
|
9.32K
$1.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.55K+ 10.45% |
$1.39M - $1.55M
|
101K
$15.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.22% |
$582 - $647
|
331
$50.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
382+ 13.7% |
$55.6K - $61.8K
|
3.17K
$488K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.76K- 11.0% |
$256K - $284K
|
14.2K
$2.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-228- 1.42% |
$33.2K - $36.9K
|
15.9K
$2.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.24K+ 3.3% |
$325K - $362K
|
70K
$10.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-32- 0.39% |
$4.66K - $5.18K
|
8.16K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
521+ 0.99% |
$75.8K - $84.3K
|
53.1K
$8.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
6.71K+ 1.39% |
$976K - $1.09M
|
488K
$75M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-865- 13.56% |
$126K - $140K
|
5.51K
$848K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
1.65K+ 28.45% |
$240K - $267K
|
7.45K
$1.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 3.26% |
$147K - $164K
|
32K
$4.93M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 8.9% |
$957K - $1.06M
|
80.5K
$12.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.26KNew |
$329K - $365K
|
2.26K
$347K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
23+ 0.11% |
$3.35K - $3.72K
|
21.5K
$3.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-76- 45.24% |
$11.1K - $12.3K
|
92
$14.1K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
1.98K+ 8.4% |
$289K - $321K
|
25.6K
$3.93M
|
|
|
Oct 10, 2025
Q3 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-130- 0.1% |
$18.9K - $21K
|
124K
$19.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
565+ 2.83% |
$82.2K - $91.4K
|
20.5K
$3.16M
|