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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
16.1K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.7K+ 53.39% |
$2.23M - $2.81M
|
48K
$7.41M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-46- 18.11% |
$6.15K - $7.75K
|
208
$32.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 4.0% |
$591K - $744K
|
106K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
84.5K+ 24.93% |
$11.3M - $14.2M
|
423K
$65.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.34K+ 10.65% |
$848K - $1.07M
|
65.9K
$10.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.04K+ 12.78% |
$674K - $849K
|
44.5K
$6.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-374- 12.44% |
$50K - $63K
|
2.63K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 1.19% |
$16.7K - $21.1K
|
10.4K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.76K- 2.7% |
$1.17M - $1.48M
|
316K
$48.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.57K+ 34.87% |
$878K - $1.11M
|
25.4K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-218- 45.13% |
$29.2K - $36.7K
|
265
$40.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-716- 30.26% |
$95.8K - $121K
|
1.65K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.34K- 5.11% |
$715K - $901K
|
99.2K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.8K- 37.1% |
$909K - $1.15M
|
11.5K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
73+ 9.8% |
$9.76K - $12.3K
|
818
$126K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-715- 15.89% |
$95.6K - $120K
|
3.79K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.01K- 97.09% |
$669K - $843K
|
150
$23.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.34K+ 15.67% |
$313K - $394K
|
17.3K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-247- 2.48% |
$33K - $41.6K
|
9.7K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-81.4K- 73.0% |
$10.9M - $13.7M
|
30.1K
$4.65M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.74K- 29.36% |
$233K - $293K
|
4.19K
$646K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.29K- 5.86% |
$172K - $217K
|
20.7K
$3.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.01K- 30.49% |
$269K - $339K
|
4.58K
$707K
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.93K- 54.75% |
$258K - $325K
|
1.6K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.16K- 32.57% |
$556K - $701K
|
8.61K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-6.22K- 51.44% |
$832K - $1.05M
|
5.87K
$907K
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-88.3K- 25.43% |
$11.8M - $14.9M
|
259K
$40M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.2K- 2.11% |
$160K - $202K
|
55.7K
$8.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-813- 24.43% |
$109K - $137K
|
2.52K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-400- 4.12% |
$53.5K - $67.4K
|
9.31K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
308+ 18.75% |
$41.2K - $51.9K
|
1.95K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.24K+ 44.1% |
$300K - $378K
|
7.33K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-384- 0.19% |
$51.4K - $64.7K
|
198K
$30.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$669 - $843
|
80K
$12.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-329- 4.66% |
$44K - $55.4K
|
6.73K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.8K- 2.6% |
$1.58M - $1.99M
|
442K
$68.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.84K- 43.71% |
$246K - $310K
|
2.37K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.05K- 6.74% |
$273K - $345K
|
28.3K
$4.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.33% |
$6.69K - $8.43K
|
14.9K
$2.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-773- 2.04% |
$103K - $130K
|
37.1K
$5.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-53.5K- 93.83% |
$7.16M - $9.02M
|
3.52K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-49- 7.41% |
$6.55K - $8.26K
|
612
$94.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.87K+ 7.87% |
$1.05M - $1.33M
|
108K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.97KNew |
$932K - $1.17M
|
6.97K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 1.95% |
$146K - $184K
|
54.9K
$8.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 2.43% |
$19.3K - $24.3K
|
6.06K
$936K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.48K+ 7.83% |
$198K - $249K
|
20.4K
$3.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
311+ 17.08% |
$41.6K - $52.4K
|
2.13K
$329K
|