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 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-4.15K- 43.5% |
$554K - $699K
|
5.39K
$836K
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-521K- 36.55% |
$69.7M - $87.8M
|
905K
$141M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.7K- 0.22% |
$762K - $960K
|
2.54M
$394M
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
BUY
|
- |
1.91KNew |
$256K - $322K
|
1.91K
$297K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.91KNew |
$256K - $322K
|
1.91K
$297K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-389- 45.87% |
$52K - $65.6K
|
459
$71.3K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-67.5K- 37.21% |
$9.02M - $11.4M
|
114K
$17.7M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-90- 2.13% |
$12K - $15.2K
|
4.14K
$643K
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
346+ 4.29% |
$46.3K - $58.3K
|
8.41K
$1.31M
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
10.2K+ 286.12% |
$1.36M - $1.71M
|
13.7K
$2.13M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
981+ 2.07% |
$131K - $165K
|
48.3K
$7.51M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
814+ 11.77% |
$109K - $137K
|
7.73K
$1.2M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$254K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
CALL |
-493- 98.6% |
$65.9K - $83.1K
|
7
$1.09K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.16K- 33.52% |
$155K - $195K
|
2.3K
$357K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
9+ 0.55% |
$1.2K - $1.52K
|
1.65K
$255K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
175K+ 28.86% |
$23.4M - $29.4M
|
780K
$121M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
3.81KNew |
$510K - $643K
|
3.81K
$592K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.23K- 13.97% |
$164K - $207K
|
7.55K
$1.17M
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
403+ 33.25% |
$53.9K - $67.9K
|
1.62K
$251K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
821+ 47.59% |
$110K - $138K
|
2.55K
$395K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-203- 1.74% |
$27.1K - $34.2K
|
11.5K
$1.78M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22+ 0.86% |
$2.94K - $3.71K
|
2.58K
$401K
|
|
|
Aug 28, 2025
Q2 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.83K- 40.32% |
$512K - $645K
|
5.66K
$879K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
213K+ 118.83% |
$28.5M - $35.9M
|
392K
$60.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
147K+ 58.49% |
$19.6M - $24.7M
|
398K
$61.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
56+ 0.03% |
$7.49K - $9.44K
|
169K
$26.2M
|
|
|
Aug 27, 2025
Q2 2025
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
10KNew |
$1.34M - $1.69M
|
10K
$1.55M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-2- 0.01% |
$267 - $337
|
17.6K
$2.74M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.04K+ 28.88% |
$138K - $174K
|
4.62K
$717K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.42K+ 1.75% |
$324K - $408K
|
141K
$21.8M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
476+ 7.75% |
$63.7K - $80.2K
|
6.62K
$1.03M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6.15K- 76.86% |
$822K - $1.04M
|
1.85K
$287K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
436+ 86.34% |
$58.3K - $73.5K
|
941
$146K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-205- 8.31% |
$27.4K - $34.5K
|
2.26K
$351K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6.55K+ 99.65% |
$876K - $1.1M
|
13.1K
$2.04M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
2.89KNew |
$387K - $487K
|
2.89K
$449K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
353+ 1.28% |
$47.2K - $59.5K
|
27.9K
$4.34M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
13.1KNew |
$1.76M - $2.21M
|
13.1K
$2.04M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.09K- 6.48% |
$413K - $520K
|
44.5K
$6.91M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.88K- 6.15% |
$920K - $1.16M
|
105K
$16.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-47- 3.04% |
$6.29K - $7.92K
|
1.5K
$233K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-894- 5.72% |
$120K - $151K
|
14.7K
$2.29M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.57K
$398K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.57K+ 3.81% |
$210K - $264K
|
42.7K
$6.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.76K- 6.29% |
$1.3M - $1.64M
|
145K
$22.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48.1K- 58.91% |
$6.43M - $8.1M
|
33.5K
$5.2M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
1.5KNew |
$201K - $253K
|
1.5K
$233K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.8K+ 106.11% |
$775K - $977K
|
11.3K
$1.75M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
538+ 2.72% |
$71.9K - $90.7K
|
20.3K
$3.16M
|