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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-14.2K- 8.5% |
$1.89M - $2.39M
|
153K
$23.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
111K+ 15.16% |
$14.9M - $18.8M
|
846K
$132M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$3.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-502- 10.58% |
$67.1K - $84.6K
|
4.24K
$661K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 2.0% |
$164K - $206K
|
59.9K
$9.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.3K+ 37.53% |
$709K - $893K
|
19.4K
$3.03M
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 7.5% |
$243K - $278K
|
20.4K
$3.18M
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.4M
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-17.7K- 12.77% |
$2.6M - $2.97M
|
121K
$18.8M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$51.6K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
349+ 5.82% |
$51.2K - $58.6K
|
6.35K
$989K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-113K- 35.62% |
$16.6M - $19M
|
204K
$31.8M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
125+ 3.16% |
$18.3K - $21K
|
4.08K
$635K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.01% |
$2.64K - $3.02K
|
1.79K
$279K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
152+ 0.32% |
$22.3K - $25.5K
|
47.7K
$7.44M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.25M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.23K+ 2.66% |
$620K - $710K
|
163K
$25.4M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-124- 3.9% |
$18.2K - $20.8K
|
3.06K
$477K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.47K+ 32.32% |
$362K - $414K
|
10.1K
$1.57M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.08KNew |
$159K - $182K
|
1.08K
$169K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.79K- 3.72% |
$556K - $636K
|
98K
$15.3M
|
|
|
Jun 05, 2025
Q1 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.09K+ 6.72% |
$159K - $183K
|
17.3K
$2.69M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-100- 2.96% |
$14.7K - $16.8K
|
3.27K
$510K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 90.54% |
$246K - $281K
|
175
$27.3K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
787+ 619.69% |
$115K - $132K
|
914
$142K
|
|
|
Jun 03, 2025
Q1 2025
|
Drummond Knight Asset Management Pty LTD
Crows Nest, Nsw, C3 |
SELL
|
- |
-4.01K- 4.01% |
$588K - $673K
|
96K
$15M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-4- 0.12% |
$587 - $672
|
3.2K
$499K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.21K- 16.93% |
$178K - $203K
|
5.94K
$925K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4- 0.06% |
$587 - $672
|
6.58K
$1.02M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.33KNew |
$782K - $896K
|
5.33K
$831K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.7K+ 3.4% |
$543K - $622K
|
113K
$17.5M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-10- 0.12% |
$1.47K - $1.68K
|
8.41K
$1.31M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$34.6K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
428+ 1.71% |
$62.8K - $71.9K
|
25.5K
$3.98M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-524- 6.67% |
$76.9K - $88K
|
7.33K
$1.14M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
149+ 2.2% |
$21.9K - $25K
|
6.92K
$1.08M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.97K- 5.85% |
$436K - $499K
|
47.9K
$7.46M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
574K+ 464.56% |
$84.1M - $96.3M
|
697K
$109M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
32K+ 5.69% |
$4.7M - $5.38M
|
594K
$92.6M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-125- 2.9% |
$18.3K - $21K
|
4.18K
$652K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.49% |
$246K - $282K
|
39.1K
$6.1M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
362+ 4.58% |
$53.1K - $60.8K
|
8.27K
$1.29M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6+ 0.23% |
$880 - $1.01K
|
2.66K
$415K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-392- 65.66% |
$57.5K - $65.8K
|
205
$31.9K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
126+ 5.2% |
$18.5K - $21.2K
|
2.55K
$398K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.76K- 48.5% |
$699K - $800K
|
5.06K
$788K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.05K+ 4.15% |
$154K - $176K
|
26.4K
$4.11M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
37.2K+ 278.13% |
$5.45M - $6.24M
|
50.5K
$7.87M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.9K- 35.25% |
$3.37M - $3.85M
|
42.1K
$6.57M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-468- 6.27% |
$68.7K - $78.6K
|
7K
$1.09M
|
|