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
|
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
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
53+ 0.8% |
$7.78K - $8.9K
|
6.65K
$942K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.4K- 23.87% |
$205K - $234K
|
4.45K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 3.21% |
$211K - $242K
|
46.2K
$6.54M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-106- 4.01% |
$15.6K - $17.8K
|
2.54K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-316- 1.42% |
$46.4K - $53.1K
|
21.9K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-381K- 5.02% |
$55.9M - $63.9M
|
7.2M
$1.02B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5.66K+ 1.5% |
$830K - $950K
|
384K
$54.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
71.5K+ 29.21% |
$10.5M - $12M
|
316K
$44.8M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
776+ 13.83% |
$114K - $130K
|
6.39K
$905K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-54- 1.15% |
$7.92K - $9.07K
|
4.65K
$659K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-240- 4.3% |
$35.2K - $40.3K
|
5.34K
$756K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-937- 4.15% |
$137K - $157K
|
21.6K
$3.06M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-550- 2.38% |
$80.7K - $92.4K
|
22.5K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-92- 1.98% |
$13.5K - $15.5K
|
4.56K
$646K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.3% |
$3.96K - $4.54K
|
9.08K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.28K+ 62.24% |
$774K - $886K
|
13.8K
$1.95M
|