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
|
Allworth Financial LP
|
BUY
|
- |
7.93K+ 2.33% |
$1.16M - $1.33M
|
348K
$49.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 6.0% |
$129K - $148K
|
15.6K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.23K- 4.93% |
$180K - $206K
|
23.6K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.53K+ 4253.01% |
$518K - $593K
|
3.61K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
522+ 0.52% |
$76.6K - $87.7K
|
100K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
950+ 20.35% |
$139K - $160K
|
5.62K
$796K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.59K- 2.28% |
$527K - $603K
|
154K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
485+ 9.1% |
$71.2K - $81.5K
|
5.81K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.31K- 14.89% |
$779K - $892K
|
30.3K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.03% |
$734 - $840
|
16.7K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
189+ 4.78% |
$27.7K - $31.7K
|
4.14K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 38.11% |
$139K - $159K
|
1.54K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 14.48% |
$51.3K - $58.8K
|
2.07K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.5K+ 3.27% |
$5.79M - $6.63M
|
1.25M
$176M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
205+ 6.24% |
$30.1K - $34.4K
|
3.49K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.11K+ 10.94% |
$897K - $1.03M
|
62K
$8.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-176- 2.62% |
$25.8K - $29.6K
|
6.53K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 0.53% |
$16.9K - $19.3K
|
21.5K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.84K+ 68.32% |
$710K - $812K
|
11.9K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.27K- 3.85% |
$773K - $885K
|
132K
$18.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.04% |
$29.3K - $33.6K
|
453K
$64.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24+ 0.27% |
$3.52K - $4.03K
|
9.05K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
168+ 1.91% |
$24.6K - $28.2K
|
8.97K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-31- 1.41% |
$4.55K - $5.21K
|
2.16K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.69K+ 16.79% |
$247K - $283K
|
11.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.41% |
$8.36K - $9.57K
|
4.1K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5.82K+ 16.33% |
$853K - $977K
|
41.4K
$5.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.29K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.18K+ 16.99% |
$467K - $534K
|
21.9K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
110+ 1.69% |
$16.1K - $18.5K
|
6.64K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-300- 18.81% |
$44K - $50.4K
|
1.3K
$183K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.68% |
$3.96K - $4.54K
|
3.99K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-368- 0.36% |
$54K - $61.8K
|
102K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-169- 4.7% |
$24.8K - $28.4K
|
3.43K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.11K- 6.48% |
$1.04M - $1.19M
|
103K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.39K- 51.44% |
$351K - $402K
|
2.26K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-510- 22.22% |
$74.8K - $85.7K
|
1.79K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
93.7K+ 209.11% |
$13.7M - $15.7M
|
138K
$19.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.67K- 0.74% |
$245K - $281K
|
224K
$31.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-124- 6.31% |
$18.2K - $20.8K
|
1.84K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
25.1KNew |
$3.68M - $4.22M
|
25.1K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.36K- 4.29% |
$200K - $228K
|
30.4K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.25KNew |
$184K - $210K
|
1.25K
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-390- 16.5% |
$57.2K - $65.5K
|
1.97K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.25K+ 17.21% |
$770K - $881K
|
35.7K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-315- 6.29% |
$46.2K - $52.9K
|
4.69K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
17+ 0.42% |
$2.49K - $2.86K
|
4.05K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
258+ 36.39% |
$37.9K - $43.3K
|
967
$137K
|