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
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-51- 10.08% |
$7.42K - $8.25K
|
455
$70.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
929+ 10.21% |
$135K - $150K
|
10K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.62K- 7.38% |
$964K - $1.07M
|
83.1K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-220- 1.64% |
$32K - $35.6K
|
13.2K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
893+ 11.0% |
$130K - $145K
|
9.01K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.87KNew |
$273K - $303K
|
1.87K
$291K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-55- 0.83% |
$8.01K - $8.9K
|
6.6K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.35% |
$503K - $559K
|
259K
$40.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.44% |
$8.73K - $9.71K
|
13.6K
$2.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
304+ 3.89% |
$44.3K - $49.2K
|
8.12K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 19.33% |
$248K - $275K
|
7.1K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
291+ 13.43% |
$42.4K - $47.1K
|
2.46K
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-293- 6.31% |
$42.7K - $47.4K
|
4.35K
$675K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
709+ 2.27% |
$103K - $115K
|
31.9K
$4.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
309+ 7.81% |
$45K - $50K
|
4.27K
$663K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
61+ 0.26% |
$8.88K - $9.87K
|
23.2K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16- 0.43% |
$2.33K - $2.59K
|
3.71K
$575K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-23- 0.27% |
$3.35K - $3.72K
|
8.4K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-5.05K- 10.44% |
$735K - $818K
|
43.3K
$6.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-2.83K- 22.76% |
$411K - $457K
|
9.59K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-384K- 11.43% |
$55.9M - $62.2M
|
2.98M
$462M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
330+ 7.24% |
$48K - $53.4K
|
4.89K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
116New |
$16.9K - $18.8K
|
116
$18K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
254+ 3.58% |
$37K - $41.1K
|
7.35K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-188- 1.68% |
$27.4K - $30.4K
|
11K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
57.7K+ 19.38% |
$8.4M - $9.33M
|
355K
$55.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.0% |
$582 - $647
|
168K
$26.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.93KNew |
$280K - $312K
|
1.93K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.32KNew |
$192K - $214K
|
1.32K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.11% |
$2.18K - $2.43K
|
13.6K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-216- 3.4% |
$31.4K - $35K
|
6.14K
$953K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
94+ 0.45% |
$13.7K - $15.2K
|
21.1K
$3.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
172+ 1.74% |
$25K - $27.8K
|
10K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
409+ 1.63% |
$59.5K - $66.2K
|
25.5K
$3.95M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
113+ 7.8% |
$16.4K - $18.3K
|
1.56K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-684- 1.52% |
$99.6K - $111K
|
44.3K
$6.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-996- 9.13% |
$145K - $161K
|
9.92K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
50+ 2.67% |
$7.28K - $8.09K
|
1.92K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
550+ 33.85% |
$80.1K - $89K
|
2.18K
$338K
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.81K+ 75.91% |
$264K - $293K
|
4.2K
$652K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.35K- 4.38% |
$196K - $218K
|
29.4K
$4.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
91+ 3.84% |
$13.2K - $14.7K
|
2.46K
$382K
|
|
|
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
$7.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
383+ 4.89% |
$55.8K - $62K
|
8.21K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
759+ 4.79% |
$110K - $123K
|
16.6K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
45+ 0.87% |
$6.55K - $7.28K
|
5.2K
$807K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
280+ 6.82% |
$40.8K - $45.3K
|
4.38K
$681K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.34% |
$164K - $183K
|
83.4K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.41K+ 27.84% |
$1.08M - $1.2M
|
34K
$5.28M
|