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 07, 2025
Q3 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-189- 0.47% |
$27.5K - $30.6K
|
39.8K
$6.12M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
67+ 0.6% |
$9.75K - $10.8K
|
11.2K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
SELL
|
- |
-115- 11.15% |
$16.7K - $18.6K
|
916
$141K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
647+ 23.11% |
$94.2K - $105K
|
3.45K
$530K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.55K+ 9.87% |
$226K - $251K
|
17.3K
$2.65M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-87- 1.13% |
$12.7K - $14.1K
|
7.61K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
162+ 1.4% |
$23.6K - $26.2K
|
11.8K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
484+ 4.96% |
$70.5K - $78.3K
|
10.2K
$1.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-158- 1.79% |
$23K - $25.6K
|
8.65K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.62KNew |
$236K - $262K
|
1.62K
$249K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.5K- 25.41% |
$4.01M - $4.46M
|
80.9K
$12.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.88K+ 9.23% |
$273K - $304K
|
22.2K
$3.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.09% |
$2.91K - $3.24K
|
22.8K
$3.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.27K+ 0.58% |
$185K - $205K
|
219K
$33.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-30- 0.37% |
$4.37K - $4.85K
|
8.06K
$1.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
477+ 2.55% |
$69.4K - $77.2K
|
19.2K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$437 - $485
|
6.33K
$973K
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-826- 16.47% |
$120K - $134K
|
4.19K
$644K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
522+ 29.52% |
$76K - $84.5K
|
2.29K
$352K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-28- 0.57% |
$4.08K - $4.53K
|
4.9K
$753K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.8K+ 4.03% |
$1.86M - $2.07M
|
330K
$50.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-447- 9.49% |
$65.1K - $72.3K
|
4.26K
$656K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-369- 1.32% |
$53.7K - $59.7K
|
27.6K
$4.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
662+ 7.9% |
$96.4K - $107K
|
9.04K
$1.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.27% |
$582 - $647
|
1.49K
$229K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
359+ 17.03% |
$52.3K - $58.1K
|
2.47K
$379K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 0.09% |
$291 - $324
|
2.22K
$341K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
169+ 2.48% |
$24.6K - $27.3K
|
6.98K
$1.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
109+ 2.94% |
$15.9K - $17.6K
|
3.82K
$587K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 0.1% |
$3.78K - $4.21K
|
24.9K
$3.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-633- 20.22% |
$92.1K - $102K
|
2.5K
$384K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 2.45% |
$13.8K - $15.4K
|
3.98K
$612K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-15- 0.06% |
$2.18K - $2.43K
|
26.7K
$4.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.12K+ 4.14% |
$745K - $828K
|
129K
$19.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$200K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-248- 3.05% |
$36.1K - $40.1K
|
7.89K
$1.21M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
18.7KNew |
$2.73M - $3.03M
|
18.7K
$2.88M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-667- 0.61% |
$97.1K - $108K
|
108K
$16.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
76+ 0.19% |
$11.1K - $12.3K
|
39.4K
$6.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.8% |
$291 - $324
|
251
$38.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-20- 0.41% |
$2.91K - $3.24K
|
4.85K
$746K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 4.73% |
$2.18K - $2.43K
|
332
$51.1K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-650- 2.98% |
$94.6K - $105K
|
21.2K
$3.25M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18+ 1.17% |
$2.62K - $2.91K
|
1.56K
$240K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.78K+ 134.83% |
$1.42M - $1.58M
|
17K
$2.62M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
547+ 1.72% |
$79.6K - $88.5K
|
32.4K
$4.98M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-1.71K- 4.01% |
$249K - $277K
|
41K
$6.31M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
38+ 0.19% |
$5.53K - $6.15K
|
20.2K
$3.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
10.6K+ 26.45% |
$1.54M - $1.71M
|
50.5K
$7.76M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-321- 1.65% |
$46.7K - $51.9K
|
19.1K
$2.94M
|