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 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-195- 0.41% |
$28.6K - $32.8K
|
47.3K
$6.7M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9+ 0.27% |
$1.32K - $1.51K
|
3.37K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
305+ 12.2% |
$44.7K - $51.2K
|
2.81K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-582- 21.3% |
$85.4K - $97.8K
|
2.15K
$304K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 5.58% |
$26.4K - $30.2K
|
3.41K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1+ 0.02% |
$147 - $168
|
5.29K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
73+ 2.49% |
$10.7K - $12.3K
|
3.01K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.09K- 1.56% |
$160K - $184K
|
69K
$9.77M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
39+ 2.71% |
$5.72K - $6.55K
|
1.48K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$293 - $336
|
13.1K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.47K - $1.68K
|
46.2K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.82K+ 4.57% |
$1.44M - $1.65M
|
225K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-554- 28.42% |
$81.3K - $93.1K
|
1.4K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.79KNew |
$1.29M - $1.48M
|
8.79K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-80- 3.82% |
$11.7K - $13.4K
|
2.02K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-29.2K- 17.21% |
$4.28M - $4.9M
|
140K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$181K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-7.92K- 39.5% |
$1.16M - $1.33M
|
12.1K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.64K+ 23.08% |
$533K - $611K
|
19.4K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
22+ 0.12% |
$3.23K - $3.7K
|
18.4K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.21K+ 4036.67% |
$178K - $203K
|
1.24K
$176K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.8K+ 7.15% |
$264K - $302K
|
26.9K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
44+ 0.76% |
$6.46K - $7.39K
|
5.81K
$823K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.85K+ 77.19% |
$711K - $814K
|
11.1K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
98+ 5.95% |
$14.4K - $16.5K
|
1.75K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.85KNew |
$272K - $311K
|
1.85K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-852- 10.75% |
$125K - $143K
|
7.08K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.45K+ 12.82% |
$212K - $243K
|
12.7K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9.13K- 1.47% |
$1.34M - $1.53M
|
612K
$86.6M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 3.93% |
$46.9K - $53.8K
|
8.46K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.86K- 48.28% |
$273K - $313K
|
2K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-610- 5.33% |
$89.5K - $102K
|
10.8K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
115+ 0.25% |
$16.9K - $19.3K
|
45.9K
$6.5M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 1.58% |
$29.3K - $33.6K
|
12.4K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.28K- 10.39% |
$334K - $383K
|
19.7K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.9K- 12.36% |
$572K - $655K
|
27.6K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
120+ 5.86% |
$17.6K - $20.2K
|
2.17K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-145K- 36.75% |
$21.3M - $24.4M
|
250K
$35.3M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-172- 5.94% |
$25.2K - $28.9K
|
2.73K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 9.67% |
$443K - $507K
|
28.2K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$522K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 36.78% |
$176K - $201K
|
4.46K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
263+ 0.44% |
$38.6K - $44.2K
|
60.6K
$8.59M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$440 - $504
|
5.38K
$762K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
416+ 0.94% |
$61K - $69.9K
|
44.5K
$6.3M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
88+ 0.39% |
$12.9K - $14.8K
|
22.7K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
264+ 1.04% |
$38.7K - $44.3K
|
25.7K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-434- 11.25% |
$63.7K - $72.9K
|
3.42K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
121+ 8.36% |
$17.8K - $20.3K
|
1.57K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
172+ 1.76% |
$25.2K - $28.9K
|
9.95K
$1.41M
|