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 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-574- 7.0% |
$83.6K - $92.9K
|
7.63K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.39K+ 10.03% |
$202K - $225K
|
15.3K
$2.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
35+ 0.77% |
$5.09K - $5.66K
|
4.59K
$706K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
215K+ 15.33% |
$31.3M - $34.8M
|
1.62M
$249M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-758- 5.36% |
$110K - $123K
|
13.4K
$2.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
98+ 4.08% |
$14.3K - $15.9K
|
2.5K
$384K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
150New |
$21.8K - $24.3K
|
150
$23.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
35.8KNew |
$5.22M - $5.8M
|
35.8K
$5.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
262New |
$38.1K - $42.4K
|
262
$40.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-893- 1.24% |
$130K - $145K
|
71.4K
$11M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
12.7K+ 10.99% |
$1.84M - $2.05M
|
128K
$19.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-355- 5.86% |
$51.7K - $57.4K
|
5.71K
$878K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4+ 0.12% |
$582 - $647
|
3.34K
$514K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
453+ 4.1% |
$65.9K - $73.3K
|
11.5K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.89K+ 26.87% |
$1.15M - $1.28M
|
37.2K
$5.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
65+ 0.86% |
$9.46K - $10.5K
|
7.64K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
10.1K+ 14.13% |
$1.47M - $1.64M
|
81.7K
$12.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
159+ 23.59% |
$23.1K - $25.7K
|
833
$128K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400+ 3.47% |
$58.2K - $64.7K
|
11.9K
$1.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-185- 0.14% |
$26.9K - $29.9K
|
133K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.09K- 49.59% |
$595K - $662K
|
4.16K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.22K+ 24.82% |
$1.05M - $1.17M
|
36.3K
$5.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
197+ 3.74% |
$28.7K - $31.9K
|
5.46K
$840K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
8.03K+ 9.46% |
$1.17M - $1.3M
|
92.9K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
12New |
$1.75K - $1.94K
|
12
$1.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
364K+ 71.77% |
$53M - $59M
|
872K
$134M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.71K- 84.97% |
$394K - $438K
|
479
$73.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-45- 1.63% |
$6.55K - $7.28K
|
2.71K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
97+ 0.89% |
$14.1K - $15.7K
|
11K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$203K - $226K
|
1.4K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-215- 6.36% |
$31.3K - $34.8K
|
3.17K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9+ 0.01% |
$1.31K - $1.46K
|
96.3K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
19+ 0.15% |
$2.77K - $3.07K
|
12.8K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-146- 1.48% |
$21.3K - $23.6K
|
9.72K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.24K+ 32.34% |
$472K - $524K
|
13.3K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Outfitter Financial LLC
|
BUY
|
- |
17KNew |
$2.47M - $2.75M
|
17K
$2.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
7.74K+ 6.69% |
$1.13M - $1.25M
|
123K
$19M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.24K+ 97.39% |
$908K - $1.01M
|
12.6K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.2K+ 37.54% |
$5.41M - $6.02M
|
136K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.29K+ 45.02% |
$480K - $533K
|
10.6K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
109+ 3.0% |
$15.9K - $17.6K
|
3.74K
$576K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.12K
$788K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
11.5K+ 21.82% |
$1.67M - $1.86M
|
64K
$9.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
178+ 0.77% |
$25.9K - $28.8K
|
23.4K
$3.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.8K+ 23.86% |
$5.65M - $6.28M
|
202K
$31M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
228+ 0.94% |
$33.2K - $36.9K
|
24.5K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
426+ 9.83% |
$62K - $68.9K
|
4.76K
$732K
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.13% |
$437 - $485
|
2.34K
$360K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-109- 0.19% |
$15.9K - $17.6K
|
57.1K
$8.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9.03K+ 49.01% |
$1.31M - $1.46M
|
27.5K
$4.22M
|