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 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
70+ 0.4% |
$10.3K - $11.8K
|
17.7K
$2.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
469+ 1.13% |
$68.8K - $78.8K
|
41.9K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
607+ 97.43% |
$89.1K - $102K
|
1.23K
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-14- 0.33% |
$2.05K - $2.35K
|
4.21K
$596K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.52K- 54.86% |
$1.4M - $1.6M
|
7.84K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.34% |
$2.79K - $3.19K
|
5.57K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.64K - $3.02K
|
2.99K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.97K+ 126.05% |
$290K - $332K
|
3.54K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-703- 6.76% |
$103K - $118K
|
9.69K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
798+ 3.61% |
$117K - $134K
|
22.9K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
469+ 3.04% |
$68.8K - $78.8K
|
15.9K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-2.31K- 14.29% |
$339K - $389K
|
13.9K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-97- 2.16% |
$14.2K - $16.3K
|
4.39K
$622K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3- 0.21% |
$440 - $504
|
1.41K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
775+ 13.16% |
$114K - $130K
|
6.67K
$944K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-746- 38.26% |
$109K - $125K
|
1.2K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.75K- 35.28% |
$844K - $966K
|
10.6K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
308+ 3.78% |
$45.2K - $51.7K
|
8.46K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
904+ 24.87% |
$133K - $152K
|
4.54K
$643K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.4K+ 62.12% |
$1.81M - $2.08M
|
32.3K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22+ 1.34% |
$3.23K - $3.7K
|
1.66K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.13K- 61.33% |
$606K - $694K
|
2.6K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188+ 2.95% |
$27.6K - $31.6K
|
6.57K
$930K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.76K- 55.55% |
$845K - $968K
|
4.61K
$653K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 17.4% |
$152K - $175K
|
7.01K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-1- 0.02% |
$147 - $168
|
5.46K
$773K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Natural Resources Fund, Inc.
|
SELL
|
- |
-510K- 99.96% |
$74.8M - $85.7M
|
225
$31.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
40.3K+ 5.16% |
$5.91M - $6.77M
|
821K
$116M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.65K+ 7.72% |
$389K - $446K
|
37K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8.13K+ 12.15% |
$1.19M - $1.37M
|
75K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 0.91% |
$10.6K - $12.1K
|
7.96K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-399- 4.95% |
$58.5K - $67K
|
7.67K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.47K- 0.16% |
$215K - $246K
|
893K
$126M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-200- 1.09% |
$29.3K - $33.6K
|
18.2K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.46K+ 25.41% |
$214K - $245K
|
7.19K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-502- 1.26% |
$73.6K - $84.3K
|
39.2K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
15+ 0.43% |
$2.2K - $2.52K
|
3.5K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-92- 2.01% |
$13.5K - $15.5K
|
4.5K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 2.84% |
$15.3K - $17.5K
|
3.56K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
923+ 5.91% |
$135K - $155K
|
16.5K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-260- 10.22% |
$38.1K - $43.7K
|
2.29K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-437- 24.68% |
$64.1K - $73.4K
|
1.33K
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.69K+ 11.69% |
$834K - $955K
|
54.3K
$7.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-275- 0.63% |
$40.3K - $46.2K
|
43.6K
$6.17M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.69K- 8.48% |
$394K - $451K
|
29K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-984- 11.98% |
$144K - $165K
|
7.23K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-39- 2.12% |
$5.72K - $6.55K
|
1.8K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
218+ 78.7% |
$32K - $36.6K
|
495
$70.1K
|