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 14, 2025
                  Q2 2025
                 | 
      Jpl Wealth Management, LLC
       Highlands Ranch, CO | BUY | - | 202+ 0.47% |                   
                  $27K - $34K
                 |                   
                43.6K
                $6.7M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Modern Wealth Management, LLC
       Lenexa, KS | BUY | - | 4.07K+ 3.62% |                   
                  $544K - $686K
                 |                   
                117K
                $17.9M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Heritage Wealth Management, Inc.
       Cincinnati, OH | SELL | - | -1.38K- 5.49% |                   
                  $184K - $232K
                 |                   
                23.7K
                $3.64M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Tt Capital Management LLC
       Coto De Caza, CA | BUY | - | 27.8KNew |                   
                  $3.72M - $4.68M
                 |                   
                27.8K
                $4.26M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Fortress Private Ledger, LLC
       Raleigh, NC | BUY | - | 131+ 1.29% |                   
                  $17.5K - $22.1K
                 |                   
                10.3K
                $1.58M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Talon Private Wealth, LLC
       The Villages, FL | BUY | - | 254+ 14.23% |                   
                  $34K - $42.8K
                 |                   
                2.04K
                $313K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Glenmede Investment Management, LP
       Philadelphia, PA | BUY | - | 980KNew |                   
                  $131M - $165M
                 |                   
                980K
                $150M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Solus Alternative Asset Management LP
       New York, NY | SELL | - | -6.18K- 3.36% |                   
                  $827K - $1.04M
                 |                   
                178K
                $27.3M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Wells Fargo & Company
       San Francisco, CA | BUY | - | 67K+ 0.37% |                   
                  $8.95M - $11.3M
                 |                   
                18.1M
                $2.78B
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Wells Fargo & Company
       San Francisco, CA | BUY | PUT | 37.6K+ 1016.22% |                   
                  $5.03M - $6.34M
                 |                   
                41.3K
                $6.34M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Herold Advisors, Inc.
      
   | BUY | - | 2.43K+ 9.43% |                   
                  $325K - $409K
                 |                   
                28.2K
                $4.33M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Macquarie Group LTD
       Australia, C3 | SELL | - | -600K- 34.82% |                   
                  $80.2M - $101M
                 |                   
                1.12M
                $172M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Paragon Private Wealth Management, LLC
      
   | SELL | - | -1.1K- 22.41% |                   
                  $146K - $185K
                 |                   
                3.79K
                $582K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Great Valley Advisor Group, Inc.
      
   | SELL | - | -30K- 31.31% |                   
                  $4.01M - $5.05M
                 |                   
                65.8K
                $10.1M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Harvest Investment Services, LLC
      
   | BUY | - | 135+ 6.95% |                   
                  $18.1K - $22.7K
                 |                   
                2.08K
                $319K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Safeguard Investment Advisory Group, LLC
      
   | SELL | - | -8- 0.14% |                   
                  $1.07K - $1.35K
                 |                   
                5.88K
                $902K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Ieq Capital, LLC
      
   | SELL | - | -29.6K- 27.68% |                   
                  $3.96M - $4.99M
                 |                   
                77.3K
                $11.9M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Main Street Financial Solutions, LLC
      
   | BUY | - | 553+ 3.57% |                   
                  $74K - $93.2K
                 |                   
                16.1K
                $2.46M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Aft, Forsyth & Company, Inc.
      
   | SELL | - | -376- 18.22% |                   
                  $50.3K - $63.4K
                 |                   
                1.69K
                $259K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Rmb Capital Management, LLC
      
   | BUY | - | 7.82K+ 8.35% |                   
                  $1.05M - $1.32M
                 |                   
                101K
                $15.6M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Advisor Os, LLC
      
   | BUY | - | 253+ 4.16% |                   
                  $33.8K - $42.6K
                 |                   
                6.34K
                $973K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Beddow Capital Management Inc
      
   | BUY | - | 210+ 9.66% |                   
                  $28.1K - $35.4K
                 |                   
                2.39K
                $366K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Treasurer Of The State Of North Carolina
      
   | BUY | - | 12.5K+ 1.67% |                   
                  $1.67M - $2.11M
                 |                   
                762K
                $117M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Xponance, Inc.
      
   | BUY | - | 3.05K+ 1.36% |                   
                  $408K - $514K
                 |                   
                227K
                $34.8M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Van Eck Associates Corp
      
   | SELL | - | -599K- 65.8% |                   
                  $80.1M - $101M
                 |                   
                312K
                $47.8M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Becker Capital Management Inc
      
   | BUY | - | 8.81K+ 3.67% |                   
                  $1.18M - $1.48M
                 |                   
                249K
                $38.2M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Aft, Forsyth & Sober, LLC
      
   | BUY | - | 250+ 1.92% |                   
                  $33.4K - $42.1K
                 |                   
                13.3K
                $2.04M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Fwl Investment Management, LLC
      
   | BUY | - | 2.16KNew |                   
                  $289K - $364K
                 |                   
                2.16K
                $332K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Integrated Wealth Concepts LLC
      
   | BUY | - | 2.66K+ 2.23% |                   
                  $356K - $449K
                 |                   
                122K
                $18.7M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Hancock Whitney Corp
      
   | BUY | - | 186K+ 194.31% |                   
                  $24.8M - $31.3M
                 |                   
                281K
                $43.2M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Palisade Capital Management LLC
       Fort Lee, NJ | SELL | - | -24K- 67.31% |                   
                  $3.21M - $4.04M
                 |                   
                11.7K
                $1.79M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Cibc Asset Management Inc
       Toronto, A6 | SELL | - | -35.9K- 5.91% |                   
                  $4.81M - $6.06M
                 |                   
                572K
                $87.8M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Monetary Management Group Inc
       St Louis, MO | BUY | - | 650+ 3.22% |                   
                  $86.9K - $110K
                 |                   
                20.8K
                $3.2M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Cibc World Market Inc.
       Toronto, A6 | BUY | - | 194K+ 50.43% |                   
                  $25.9M - $32.7M
                 |                   
                578K
                $88.8M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Capital Planning Advisors, LLC
       Sacramento, CA | SELL | - | -820- 2.83% |                   
                  $110K - $138K
                 |                   
                28.2K
                $4.32M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      German American Bancorp, Inc.
       Jasper, IN | BUY | - | 146+ 5.79% |                   
                  $19.5K - $24.6K
                 |                   
                2.67K
                $409K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Glenview Trust CO
       Louisville, KY | BUY | - | 3.77K+ 1.57% |                   
                  $505K - $636K
                 |                   
                244K
                $37.5M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Nicholas Investment Partners, LP
       Rancho Santa Fe, CA | SELL | - | -41.8K- 51.07% |                   
                  $5.58M - $7.04M
                 |                   
                40K
                $6.14M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Optiver Holding B.V.
       Amsterdam, P7 | BUY | - | 130New |                   
                  $17.4K - $21.9K
                 |                   
                130
                $20K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Synovus Financial Corp
       Columbus, GA | SELL | - | -195- 0.09% |                   
                  $26.1K - $32.9K
                 |                   
                218K
                $33.5M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Nfj Investment Group, LLC
       Dallas, TX | SELL | - | -3.16K- 1.25% |                   
                  $423K - $533K
                 |                   
                251K
                $38.5M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Icw Investment Advisors LLC
       Scottsdale, AZ | BUY | - | 333+ 2.2% |                   
                  $44.5K - $56.1K
                 |                   
                15.5K
                $2.37M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Ambassador Advisors, LLC
       Lancaster, PA | SELL | - | -477- 9.7% |                   
                  $63.8K - $80.4K
                 |                   
                4.44K
                $682K
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Beck Mack & Oliver LLC
       New York, NY | SELL | - | -240- 2.29% |                   
                  $32.1K - $40.4K
                 |                   
                10.2K
                $1.57M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Headinvest, LLC
       Portland, ME | SELL | - | -5.27K- 15.91% |                   
                  $704K - $887K
                 |                   
                27.8K
                $4.27M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Infrastructure Capital Advisors, LLC
       New York, NY | BUY | - | 7.13K+ 63.36% |                   
                  $953K - $1.2M
                 |                   
                18.4K
                $2.82M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Royal London Asset Management LTD
       United Kingdom, X0 | SELL | - | -45.5K- 4.7% |                   
                  $6.08M - $7.67M
                 |                   
                923K
                $142M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Wasatch Advisors Inc
       Salt Lake City, UT | BUY | - | 600+ 2.48% |                   
                  $80.2K - $101K
                 |                   
                24.8K
                $3.81M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Wimmer Associates 1, LLC
       Pasadena, CA | SELL | - | -271- 1.61% |                   
                  $36.2K - $45.7K
                 |                   
                16.6K
                $2.55M
               | |
| 
                  Aug 14, 2025
                  Q2 2025
                 | 
      Two Sigma Securities, LLC
       New York, NY | SELL | - | -552- 15.37% |                   
                  $73.8K - $93K
                 |                   
                3.04K
                $467K
               |