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 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.17K- 2.58% |
$318K - $364K
|
81.9K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.92K- 7.4% |
$428K - $490K
|
36.5K
$5.17M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.84K+ 16.47% |
$1.3M - $1.48M
|
62.5K
$8.85M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
545+ 13.4% |
$80K - $91.5K
|
4.61K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
182+ 0.4% |
$26.7K - $30.6K
|
45.6K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5+ 0.09% |
$734 - $840
|
5.3K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.06K- 0.65% |
$155K - $177K
|
161K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.79K+ 14.57% |
$262K - $300K
|
14K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
273+ 19.43% |
$40.1K - $45.9K
|
1.68K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
441+ 6.09% |
$64.7K - $74.1K
|
7.69K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-341K- 64.73% |
$50.1M - $57.3M
|
186K
$26.3M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
33.7K+ 31.0% |
$4.94M - $5.66M
|
142K
$20.2M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07K+ 34.14% |
$304K - $348K
|
8.14K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.86K+ 2.26% |
$419K - $480K
|
129K
$18.3M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.86K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-162- 8.97% |
$23.8K - $27.2K
|
1.65K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.62K
$229K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
942+ 15.19% |
$138K - $158K
|
7.14K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
87.7K+ 367.91% |
$12.9M - $14.7M
|
112K
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-502- 4.8% |
$73.6K - $84.3K
|
9.95K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$147 - $168
|
3.39K
$481K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.23K+ 108.0% |
$473K - $542K
|
6.22K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.16% |
$16.6K - $19K
|
9.83K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.54K- 5.48% |
$225K - $258K
|
26.5K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 122.58% |
$5.57K - $6.38K
|
69
$9.77K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-977- 7.62% |
$143K - $164K
|
11.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.22K+ 17.01% |
$473K - $541K
|
22.2K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
137+ 2.14% |
$20.1K - $23K
|
6.53K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-46- 1.72% |
$6.75K - $7.73K
|
2.62K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1K- 12.36% |
$162K - $185K
|
7.82K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
751+ 9.01% |
$110K - $126K
|
9.09K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-105- 2.41% |
$15.4K - $17.6K
|
4.26K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.76K+ 10.03% |
$552K - $632K
|
41.3K
$5.85M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.52K+ 14.07% |
$223K - $255K
|
12.3K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.21K+ 38.11% |
$764K - $875K
|
18.9K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-365- 20.43% |
$53.5K - $61.3K
|
1.42K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-595- 1.97% |
$87.3K - $99.9K
|
29.7K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-520- 16.65% |
$76.3K - $87.3K
|
2.6K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.52K+ 9.7% |
$369K - $423K
|
28.5K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-340- 0.49% |
$49.9K - $57.1K
|
69.2K
$9.8M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
212+ 7.41% |
$31.1K - $35.6K
|
3.07K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.85K- 0.87% |
$418K - $478K
|
324K
$45.9M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
495+ 9.09% |
$72.6K - $83.1K
|
5.94K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-36.1K- 73.5% |
$5.3M - $6.07M
|
13K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 2.91% |
$28.6K - $32.8K
|
6.5K
$920K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.32K+ 19.17% |
$487K - $558K
|
20.6K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
316+ 5.11% |
$46.4K - $53.1K
|
6.51K
$921K
|