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 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
12.8K+ 4.03% |
$1.86M - $2.07M
|
330K
$51.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-447- 9.49% |
$65.1K - $72.3K
|
4.26K
$662K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-369- 1.32% |
$53.7K - $59.7K
|
27.6K
$4.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
662+ 7.9% |
$96.4K - $107K
|
9.04K
$1.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.27% |
$582 - $647
|
1.49K
$231K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
359+ 17.03% |
$52.3K - $58.1K
|
2.47K
$383K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 0.09% |
$291 - $324
|
2.22K
$344K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
169+ 2.48% |
$24.6K - $27.3K
|
6.98K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
109+ 2.94% |
$15.9K - $17.6K
|
3.82K
$593K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
26+ 0.1% |
$3.78K - $4.21K
|
24.9K
$3.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-633- 20.22% |
$92.1K - $102K
|
2.5K
$388K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 2.45% |
$13.8K - $15.4K
|
3.98K
$618K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-15- 0.06% |
$2.18K - $2.43K
|
26.7K
$4.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.12K+ 4.14% |
$745K - $828K
|
129K
$20M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$202K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-248- 3.05% |
$36.1K - $40.1K
|
7.89K
$1.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
18.7KNew |
$2.73M - $3.03M
|
18.7K
$2.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-667- 0.61% |
$97.1K - $108K
|
108K
$16.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
76+ 0.19% |
$11.1K - $12.3K
|
39.4K
$6.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.8% |
$291 - $324
|
251
$39K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-20- 0.41% |
$2.91K - $3.24K
|
4.85K
$753K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 4.73% |
$2.18K - $2.43K
|
332
$51.6K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-650- 2.98% |
$94.6K - $105K
|
21.2K
$3.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18+ 1.17% |
$2.62K - $2.91K
|
1.56K
$243K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.78K+ 134.83% |
$1.42M - $1.58M
|
17K
$2.65M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
547+ 1.72% |
$79.6K - $88.5K
|
32.4K
$5.02M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-1.71K- 4.01% |
$249K - $277K
|
41K
$6.37M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
38+ 0.19% |
$5.53K - $6.15K
|
20.2K
$3.13M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
10.6K+ 26.45% |
$1.54M - $1.71M
|
50.5K
$7.84M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-321- 1.65% |
$46.7K - $51.9K
|
19.1K
$2.97M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
598+ 299.0% |
$87.1K - $96.8K
|
798
$124K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
534+ 4.5% |
$77.7K - $86.4K
|
12.4K
$1.92M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.51K+ 5.46% |
$220K - $244K
|
29.1K
$4.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-78- 0.65% |
$11.4K - $12.6K
|
12K
$1.86M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.21K- 7.66% |
$175K - $195K
|
14.5K
$2.26M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
356+ 14.81% |
$51.8K - $57.6K
|
2.76K
$428K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.2K+ 66.33% |
$2.64M - $2.94M
|
45.5K
$7.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5- 0.14% |
$728 - $809
|
3.64K
$566K
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
221+ 1.2% |
$32.2K - $35.8K
|
18.7K
$2.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-8- 0.04% |
$1.16K - $1.29K
|
18.5K
$2.87M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-42- 0.08% |
$6.11K - $6.8K
|
54.9K
$8.52M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9+ 1.99% |
$1.31K - $1.46K
|
462
$71.7K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$230K - $256K
|
1.58K
$245K
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
214+ 2.33% |
$31.2K - $34.6K
|
9.39K
$1.46M
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.4K+ 2.34% |
$204K - $227K
|
61.3K
$9.52M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
796+ 7.44% |
$116K - $129K
|
11.5K
$1.78M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.65K+ 5.32% |
$386K - $429K
|
52.5K
$8.15M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.45K- 3.86% |
$211K - $235K
|
36.2K
$5.62M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
274+ 4.42% |
$39.9K - $44.3K
|
6.48K
$1.01M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
3.33KNew |
$485K - $539K
|
3.33K
$517K
|