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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.2K- 8.23% |
$176K - $201K
|
13.4K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.66K+ 12.05% |
$244K - $280K
|
15.5K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 16.49% |
$193K - $221K
|
9.3K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.3K+ 37.21% |
$1.66M - $1.9M
|
41.6K
$5.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
78+ 0.72% |
$11.4K - $13.1K
|
10.9K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-81- 3.02% |
$11.9K - $13.6K
|
2.6K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 28.92% |
$189K - $217K
|
5.75K
$814K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 1.25% |
$6.75K - $7.73K
|
3.74K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
507+ 2.9% |
$74.4K - $85.2K
|
18K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
2.13K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-145- 2.71% |
$21.3K - $24.4K
|
5.2K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 13.43% |
$862K - $986K
|
49.6K
$7.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-459- 2.14% |
$67.3K - $77.1K
|
20.9K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.45K+ 38.87% |
$213K - $244K
|
5.18K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
89+ 0.17% |
$13.1K - $14.9K
|
51.7K
$7.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
410+ 10.67% |
$60.2K - $68.9K
|
4.25K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-426- 1.58% |
$62.5K - $71.6K
|
26.5K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.56K+ 4.2% |
$375K - $429K
|
63.5K
$8.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$18.8K - $21.5K
|
61.3K
$8.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.38K- 50.05% |
$1.08M - $1.24M
|
7.36K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
88+ 0.34% |
$12.9K - $14.8K
|
25.8K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.21K- 1.1% |
$764K - $874K
|
467K
$66.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-22.1K- 69.09% |
$3.25M - $3.72M
|
9.9K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-16.7K- 9.35% |
$2.45M - $2.8M
|
162K
$22.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$147 - $168
|
16.1K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-474- 28.18% |
$69.5K - $79.6K
|
1.21K
$171K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
2.2K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.72K- 4.17% |
$399K - $457K
|
62.5K
$8.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-61- 0.74% |
$8.95K - $10.2K
|
8.18K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-637- 3.59% |
$93.5K - $107K
|
17.1K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.1K+ 729.95% |
$601K - $688K
|
4.66K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.7% |
$440K - $504K
|
78.1K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
39+ 0.54% |
$5.72K - $6.55K
|
7.29K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$734 - $840
|
55K
$7.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-545- 0.37% |
$80K - $91.5K
|
148K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-869- 11.89% |
$127K - $146K
|
6.44K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
677+ 6.19% |
$99.3K - $114K
|
11.6K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
116+ 1.08% |
$17K - $19.5K
|
10.9K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
920+ 2.19% |
$135K - $155K
|
42.8K
$6.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-318- 6.35% |
$46.7K - $53.4K
|
4.69K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.22K- 1.87% |
$179K - $205K
|
64.2K
$9.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
255+ 0.81% |
$37.4K - $42.8K
|
31.9K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24+ 0.23% |
$3.52K - $4.03K
|
10.6K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-90- 2.95% |
$13.2K - $15.1K
|
2.97K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 0.6% |
$1.61K - $1.85K
|
1.85K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-929- 74.14% |
$136K - $156K
|
324
$45.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
526+ 9.83% |
$77.2K - $88.4K
|
5.88K
$832K
|