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 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-172- 1.25% |
$25K - $27.8K
|
13.6K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-116- 0.75% |
$16.9K - $18.8K
|
15.3K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.93KNew |
$427K - $474K
|
2.93K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.63K- 10.29% |
$528K - $587K
|
31.6K
$4.86M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
SELL
|
- |
-54- 0.18% |
$7.86K - $8.74K
|
29.6K
$4.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-128- 1.96% |
$18.6K - $20.7K
|
6.4K
$984K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
80.4K+ 17.23% |
$11.7M - $13M
|
547K
$84.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.6% |
$5.24K - $5.83K
|
6.06K
$932K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
229+ 2.28% |
$33.3K - $37.1K
|
10.3K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-79- 22.97% |
$11.5K - $12.8K
|
265
$40.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
419+ 2.05% |
$61K - $67.8K
|
20.9K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-196- 4.62% |
$28.5K - $31.7K
|
4.05K
$622K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
199+ 0.92% |
$29K - $32.2K
|
21.8K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
94+ 1.79% |
$13.7K - $15.2K
|
5.35K
$823K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17+ 0.86% |
$2.47K - $2.75K
|
1.99K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-15- 0.67% |
$2.18K - $2.43K
|
2.23K
$343K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$1.6K - $1.78K
|
1.31K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
996+ 4.07% |
$145K - $161K
|
25.5K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
146+ 1.51% |
$21.3K - $23.6K
|
9.79K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
26.6K+ 8.2% |
$3.88M - $4.31M
|
351K
$54M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
162+ 5.03% |
$23.6K - $26.2K
|
3.38K
$520K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-422- 8.51% |
$61.4K - $68.3K
|
4.54K
$698K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
23.7K+ 10.53% |
$3.44M - $3.83M
|
248K
$38.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-53- 1.27% |
$7.72K - $8.58K
|
4.12K
$633K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
3+ 0.16% |
$437 - $485
|
1.83K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
79.7K+ 56.79% |
$11.6M - $12.9M
|
220K
$33.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.05% |
$146 - $162
|
2.13K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-156- 0.45% |
$22.7K - $25.2K
|
34.2K
$5.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.53K+ 9.71% |
$223K - $248K
|
17.3K
$2.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
119+ 6.45% |
$17.3K - $19.3K
|
1.96K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-35- 0.1% |
$5.09K - $5.66K
|
33.8K
$5.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
189+ 1.23% |
$27.5K - $30.6K
|
15.5K
$2.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
340+ 0.75% |
$49.5K - $55K
|
45.4K
$6.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
241+ 3.71% |
$35.1K - $39K
|
6.74K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.12% |
$291 - $324
|
1.72K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-116- 3.27% |
$16.9K - $18.8K
|
3.43K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-110- 0.74% |
$16K - $17.8K
|
14.8K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
708+ 5.45% |
$103K - $115K
|
13.7K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
869+ 18.52% |
$127K - $141K
|
5.56K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
SELL
|
- |
-4- 0.05% |
$582 - $647
|
7.99K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
78+ 2.58% |
$11.4K - $12.6K
|
3.1K
$477K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
469+ 15.8% |
$68.3K - $75.9K
|
3.44K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
121K+ 14.72% |
$17.6M - $19.5M
|
941K
$145M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
104+ 2.87% |
$15.1K - $16.8K
|
3.73K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.31KNew |
$481K - $535K
|
3.31K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
293+ 16.98% |
$42.7K - $47.4K
|
2.02K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4.34K- 30.51% |
$631K - $702K
|
9.87K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.1K- 2.72% |
$4.96M - $5.52M
|
1.22M
$187M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
20.6K+ 165.73% |
$3M - $3.33M
|
33K
$5.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
537+ 28.56% |
$78.2K - $86.9K
|
2.42K
$372K
|