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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-229- 5.61% |
$30.6K - $38.6K
|
3.86K
$601K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
160+ 0.2% |
$21.4K - $27K
|
81.7K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
139+ 0.96% |
$18.6K - $23.4K
|
14.6K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-570- 1.63% |
$76.2K - $96.1K
|
34.4K
$5.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.11K- 30.61% |
$148K - $187K
|
2.52K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
668+ 4.98% |
$89.3K - $113K
|
14.1K
$2.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
17.6K+ 9.82% |
$2.36M - $2.97M
|
197K
$30.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$3.48K - $4.38K
|
5.46K
$851K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
264+ 12.26% |
$35.3K - $44.5K
|
2.42K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.45KNew |
$194K - $244K
|
1.45K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-274- 8.54% |
$36.6K - $46.2K
|
2.94K
$458K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-128- 0.35% |
$17.1K - $21.6K
|
36.2K
$5.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-47- 1.11% |
$6.29K - $7.92K
|
4.2K
$655K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-53- 1.88% |
$7.09K - $8.93K
|
2.76K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.64K- 19.62% |
$220K - $277K
|
6.73K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.56K+ 6.06% |
$609K - $768K
|
79.7K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
387New |
$51.8K - $65.2K
|
387
$60.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 3.01% |
$2.38M - $3M
|
609K
$94.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-173- 0.7% |
$23.1K - $29.2K
|
24.7K
$3.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.72K- 20.65% |
$497K - $626K
|
14.3K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
416+ 19.96% |
$55.6K - $70.1K
|
2.5K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.92K- 19.43% |
$390K - $492K
|
12.1K
$1.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.39K- 11.74% |
$320K - $403K
|
18K
$2.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.68K- 0.32% |
$225K - $283K
|
517K
$80.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-16.3K- 13.65% |
$2.18M - $2.75M
|
103K
$16.1M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.93K- 1.51% |
$392K - $494K
|
191K
$29.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-96.1K- 8.48% |
$12.9M - $16.2M
|
1.04M
$162M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.8KNew |
$374K - $472K
|
2.8K
$436K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
460New |
$61.5K - $77.5K
|
460
$71.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.12K- 4.8% |
$149K - $188K
|
22.1K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 1.28% |
$7.49K - $9.44K
|
4.43K
$690K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-45- 0.33% |
$6.02K - $7.58K
|
13.5K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.35KNew |
$314K - $396K
|
2.35K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-473- 4.15% |
$63.3K - $79.7K
|
10.9K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28+ 0.15% |
$3.74K - $4.72K
|
18.6K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-511- 1.01% |
$68.3K - $86.1K
|
49.9K
$7.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
59+ 4.18% |
$7.89K - $9.94K
|
1.47K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-68- 0.13% |
$9.09K - $11.5K
|
52.7K
$8.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.07K- 7.09% |
$276K - $348K
|
27.1K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.89K- 8.78% |
$387K - $487K
|
30K
$4.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-167K- 95.25% |
$22.4M - $28.2M
|
8.34K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 13.19% |
$378K - $477K
|
24.3K
$3.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
47.2KNew |
$6.31M - $7.96M
|
47.2K
$7.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
29+ 1.78% |
$3.88K - $4.89K
|
1.66K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.05K+ 74.41% |
$140K - $176K
|
2.45K
$382K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.59K+ 3.86% |
$614K - $774K
|
123K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-686- 7.21% |
$91.7K - $116K
|
8.84K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 0.43% |
$6.02K - $7.58K
|
10.6K
$1.65M
|