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 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
160+ 0.52% |
$23.5K - $26.9K
|
31K
$4.38M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11.2K+ 38.13% |
$1.65M - $1.88M
|
40.6K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
18+ 0.15% |
$2.64K - $3.02K
|
11.7K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.09KNew |
$1.04M - $1.19M
|
7.09K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
388+ 18.68% |
$56.9K - $65.2K
|
2.47K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.56KNew |
$375K - $430K
|
2.56K
$362K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
52+ 1.75% |
$7.63K - $8.73K
|
3.03K
$428K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$880 - $1.01K
|
7.24K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.8K+ 0.44% |
$264K - $303K
|
415K
$58.7M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.81K- 28.9% |
$265K - $304K
|
4.45K
$630K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
519+ 0.45% |
$76.1K - $87.2K
|
116K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
235+ 0.49% |
$34.5K - $39.5K
|
48.7K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
560+ 0.68% |
$82.2K - $94.1K
|
82.5K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-84- 1.44% |
$12.3K - $14.1K
|
5.75K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-729- 10.25% |
$107K - $122K
|
6.38K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
122+ 1.94% |
$17.9K - $20.5K
|
6.42K
$909K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-68- 0.32% |
$9.98K - $11.4K
|
21.5K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1.44K+ 5.59% |
$211K - $241K
|
27.1K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.1K- 10.73% |
$308K - $353K
|
17.5K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 10.2% |
$454K - $520K
|
33.4K
$4.73M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2- 0.03% |
$293 - $336
|
5.92K
$839K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.24K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 2.11% |
$36.8K - $42.2K
|
12.1K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 27.26% |
$206K - $236K
|
3.75K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
532+ 0.76% |
$78K - $89.4K
|
70.6K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
276KNew |
$40.5M - $46.4M
|
276K
$39.1M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-68- 4.44% |
$9.98K - $11.4K
|
1.46K
$207K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.07K+ 7.56% |
$451K - $516K
|
43.7K
$6.19M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
96+ 3.18% |
$14.1K - $16.1K
|
3.12K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
478+ 6.14% |
$70.1K - $80.3K
|
8.27K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.54K- 1.47% |
$226K - $259K
|
104K
$14.7M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
312+ 13.73% |
$45.8K - $52.4K
|
2.58K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.74K- 16.31% |
$403K - $461K
|
14.1K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.08K+ 3.65% |
$451K - $517K
|
87.3K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
111+ 3.97% |
$16.3K - $18.6K
|
2.91K
$412K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
44.9K+ 8.66% |
$6.59M - $7.55M
|
564K
$79.9M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.7K- 10.12% |
$543K - $621K
|
32.9K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49+ 0.96% |
$7.19K - $8.23K
|
5.18K
$733K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-55- 1.0% |
$8.07K - $9.24K
|
5.42K
$768K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.18KNew |
$319K - $366K
|
2.18K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
523+ 0.51% |
$76.7K - $87.8K
|
102K
$14.5M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14.7K+ 184.94% |
$2.16M - $2.48M
|
22.7K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 12.55% |
$302K - $345K
|
14.3K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
123+ 4.82% |
$18K - $20.7K
|
2.67K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12.7K- 25.05% |
$1.86M - $2.13M
|
37.9K
$5.36M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-154- 0.51% |
$22.6K - $25.9K
|
29.9K
$4.23M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 4.52% |
$49K - $56.1K
|
7.06K
$999K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.2KNew |
$176K - $202K
|
1.2K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79+ 2.25% |
$11.6K - $13.3K
|
3.59K
$508K
|