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 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
70+ 437.5% |
$10.3K - $11.8K
|
86
$12.9K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 5.0% |
$345K - $395K
|
49.4K
$7.38M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
159+ 6.96% |
$23.3K - $26.7K
|
2.44K
$366K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.15K+ 22.88% |
$1.2M - $1.37M
|
43.8K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.58K- 10.48% |
$672K - $769K
|
39.1K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
524+ 3.7% |
$76.9K - $88K
|
14.7K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.47% |
$171K - $196K
|
247K
$37M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.51K+ 12.69% |
$661K - $757K
|
40K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
583+ 0.99% |
$85.5K - $97.9K
|
59.5K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 1.34% |
$7.34K - $8.4K
|
3.78K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.5K- 11.14% |
$367K - $420K
|
20K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-15K- 2.41% |
$2.21M - $2.53M
|
608K
$90.9M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.04KNew |
$887K - $1.02M
|
6.04K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
468+ 6.43% |
$68.7K - $78.6K
|
7.75K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-950- 0.85% |
$139K - $160K
|
111K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-113K- 3.89% |
$16.6M - $19M
|
2.79M
$417M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
62+ 0.59% |
$9.1K - $10.4K
|
10.5K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-417- 14.2% |
$61.2K - $70K
|
2.52K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-489- 12.76% |
$71.7K - $82.1K
|
3.34K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-25- 0.39% |
$3.67K - $4.2K
|
6.46K
$967K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.63K- 0.65% |
$239K - $274K
|
248K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
373+ 9.67% |
$54.7K - $62.7K
|
4.23K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
23+ 0.08% |
$3.37K - $3.86K
|
27.7K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 0.47% |
$158K - $181K
|
228K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
95+ 0.69% |
$13.9K - $16K
|
13.9K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
111+ 3.0% |
$16.3K - $18.6K
|
3.81K
$570K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-95- 3.03% |
$13.9K - $16K
|
3.04K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.68% |
$8.36K - $9.57K
|
8.28K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.61K- 9.9% |
$236K - $270K
|
14.6K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-553- 14.97% |
$81.1K - $92.9K
|
3.14K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47.3K- 18.86% |
$6.93M - $7.94M
|
203K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-6- 0.15% |
$880 - $1.01K
|
4.05K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.73MNew |
$400M - $458M
|
2.73M
$408M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$1.65M - $1.89M
|
11.2K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
757+ 27.42% |
$111K - $127K
|
3.52K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.3K- 19.31% |
$337K - $386K
|
9.61K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-840- 7.61% |
$123K - $141K
|
10.2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
26+ 0.56% |
$3.81K - $4.37K
|
4.67K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.41KNew |
$207K - $237K
|
1.41K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
119+ 0.55% |
$17.5K - $20K
|
21.8K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
409K+ 5.72% |
$60M - $68.7M
|
7.56M
$1.13B
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-87- 5.73% |
$12.8K - $14.6K
|
1.43K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-81- 1.96% |
$11.9K - $13.6K
|
4.05K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-4.1K- 25.32% |
$602K - $689K
|
12.1K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
227K+ 296.71% |
$33.3M - $38.2M
|
304K
$45.4M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-24- 0.2% |
$3.52K - $4.03K
|
12.2K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.1KNew |
$161K - $185K
|
1.1K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-32.4K- 8.54% |
$4.76M - $5.45M
|
347K
$51.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-323K- 2.22% |
$47.3M - $54.2M
|
14.2M
$2.12B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
179K+ 23.01% |
$26.2M - $30M
|
955K
$143M
|