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 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.28K+ 6.77% |
$622K - $692K
|
67.5K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
85+ 0.14% |
$12.4K - $13.8K
|
59.3K
$9.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.7K+ 14.36% |
$393K - $436K
|
21.5K
$3.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.55K+ 10.52% |
$225K - $250K
|
16.2K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
BUY
|
- |
5.99K+ 416.54% |
$873K - $970K
|
7.43K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 8.24% |
$268K - $298K
|
24.2K
$3.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
11+ 0.46% |
$1.6K - $1.78K
|
2.43K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-107- 0.17% |
$15.6K - $17.3K
|
61.4K
$9.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-12- 0.03% |
$1.75K - $1.94K
|
43.2K
$6.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-840- 2.12% |
$122K - $136K
|
38.8K
$5.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 19.29% |
$1.73M - $1.92M
|
73.4K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8- 0.14% |
$1.16K - $1.29K
|
5.76K
$884K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
93+ 2.48% |
$13.5K - $15.1K
|
3.85K
$591K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
983+ 9.5% |
$143K - $159K
|
11.3K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
199+ 7.67% |
$29K - $32.2K
|
2.79K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.33K- 7.94% |
$921K - $1.02M
|
73.4K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.94K- 1.51% |
$429K - $476K
|
192K
$29.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-9.92K- 3.28% |
$1.44M - $1.61M
|
293K
$44.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
147+ 4.06% |
$21.4K - $23.8K
|
3.77K
$579K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
22+ 0.99% |
$3.2K - $3.56K
|
2.25K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.95KNew |
$284K - $316K
|
1.95K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-216- 10.42% |
$31.4K - $35K
|
1.86K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 4.35% |
$43.7K - $48.5K
|
6.59K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-688- 32.61% |
$100K - $111K
|
1.42K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-137- 5.71% |
$19.9K - $22.2K
|
2.26K
$347K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-664- 15.47% |
$96.7K - $107K
|
3.63K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-8- 0.2% |
$1.16K - $1.29K
|
4.04K
$620K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
34+ 0.31% |
$4.95K - $5.5K
|
11K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
999+ 8.46% |
$145K - $162K
|
12.8K
$1.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.55KNew |
$517K - $575K
|
3.55K
$546K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 1.52% |
$14.6K - $16.2K
|
6.48K
$994K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-78- 2.97% |
$11.4K - $12.6K
|
2.54K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.8K- 63.89% |
$2M - $2.23M
|
7.77K
$1.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-431- 8.43% |
$62.7K - $69.7K
|
4.68K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
116+ 1.36% |
$16.9K - $18.8K
|
8.63K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
845+ 22.88% |
$123K - $137K
|
4.54K
$697K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.33K+ 181.43% |
$1.07M - $1.19M
|
11.4K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
414+ 1.78% |
$60.3K - $67K
|
23.7K
$3.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
76+ 1.26% |
$11.1K - $12.3K
|
6.1K
$936K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
641+ 24.58% |
$93.3K - $104K
|
3.25K
$499K
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-55- 1.01% |
$8.01K - $8.9K
|
5.38K
$825K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 3.54% |
$199K - $221K
|
37.1K
$5.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
BUY
|
- |
6.65K+ 14.83% |
$968K - $1.08M
|
51.5K
$7.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
568+ 0.84% |
$82.7K - $91.9K
|
68.5K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-120- 2.48% |
$17.5K - $19.4K
|
4.73K
$725K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.6KNew |
$525K - $583K
|
3.6K
$553K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-24- 0.62% |
$3.49K - $3.88K
|
3.83K
$588K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
100+ 1.07% |
$14.6K - $16.2K
|
9.41K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
12+ 0.29% |
$1.75K - $1.94K
|
4.19K
$644K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-398- 0.84% |
$57.9K - $64.4K
|
46.9K
$7.19M
|