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 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-607- 1.97% |
$89.1K - $102K
|
30.2K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-404- 7.16% |
$59.3K - $67.9K
|
5.24K
$742K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 8.53% |
$220K - $252K
|
19.1K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
689+ 5.86% |
$101K - $116K
|
12.5K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-94- 3.62% |
$13.8K - $15.8K
|
2.5K
$354K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14KNew |
$2.06M - $2.36M
|
14K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
15.1K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
196+ 12.79% |
$28.8K - $32.9K
|
1.73K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-75- 5.19% |
$11K - $12.6K
|
1.37K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.73K+ 42.52% |
$693K - $794K
|
15.8K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-313- 5.82% |
$45.9K - $52.6K
|
5.07K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
85+ 0.45% |
$12.5K - $14.3K
|
18.9K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-234- 10.15% |
$34.3K - $39.3K
|
2.07K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.66K+ 148.43% |
$1.42M - $1.62M
|
16.2K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.34KNew |
$196K - $225K
|
1.34K
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.35% |
$14.7K - $16.8K
|
7.48K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
171+ 1.88% |
$25.1K - $28.7K
|
9.29K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-490- 0.88% |
$71.9K - $82.3K
|
55.3K
$7.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
58K+ 72.59% |
$8.51M - $9.74M
|
138K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-96.3K- 50.96% |
$14.1M - $16.2M
|
92.7K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-678- 3.67% |
$99.5K - $114K
|
17.8K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
99+ 0.46% |
$14.5K - $16.6K
|
21.5K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-295- 16.52% |
$43.3K - $49.6K
|
1.49K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
567+ 9.31% |
$83.2K - $95.2K
|
6.66K
$943K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30+ 0.73% |
$4.4K - $5.04K
|
4.16K
$590K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
367+ 6.14% |
$53.8K - $61.6K
|
6.34K
$898K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
367New |
$53.8K - $61.6K
|
367
$52K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33.1KNew |
$4.86M - $5.56M
|
33.1K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-4.5K- 50.82% |
$660K - $756K
|
4.35K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.36KNew |
$199K - $228K
|
1.36K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-20- 1.08% |
$2.93K - $3.36K
|
1.83K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.6K- 25.4% |
$1.55M - $1.78M
|
31.1K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
84.8K+ 2.85% |
$12.4M - $14.2M
|
3.06M
$434M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
98+ 4.4% |
$14.4K - $16.5K
|
2.33K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-411- 12.99% |
$60.3K - $69K
|
2.75K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
202+ 0.83% |
$29.6K - $33.9K
|
24.6K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
45+ 2.48% |
$6.6K - $7.56K
|
1.86K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-100- 6.65% |
$14.7K - $16.8K
|
1.4K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 0.68% |
$11.7K - $13.4K
|
11.6K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
108+ 3.62% |
$15.8K - $18.1K
|
3.09K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
588+ 1.51% |
$86.3K - $98.8K
|
39.6K
$5.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 2.02% |
$13.5K - $15.5K
|
4.46K
$632K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
465+ 30.92% |
$68.2K - $78.1K
|
1.97K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
2+ 0.05% |
$293 - $336
|
4.09K
$579K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
221+ 0.54% |
$32.4K - $37.1K
|
41.2K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-55- 0.36% |
$8.07K - $9.24K
|
15.3K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 12.5% |
$1.57M - $1.8M
|
75K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-848- 13.49% |
$124K - $142K
|
5.44K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.74K+ 5.49% |
$256K - $293K
|
33.5K
$4.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
671+ 4.01% |
$98.4K - $113K
|
17.4K
$2.46M
|