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
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
150+ 1.7% |
$22K - $25.2K
|
8.96K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
131+ 2.99% |
$19.2K - $22K
|
4.51K
$638K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
365+ 1.68% |
$53.5K - $61.3K
|
22.1K
$3.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-114- 1.13% |
$16.7K - $19.1K
|
9.99K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 23.2% |
$554K - $634K
|
20.1K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 3.01% |
$577K - $660K
|
134K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-591- 0.13% |
$86.7K - $99.3K
|
462K
$65.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
979+ 4.55% |
$144K - $164K
|
22.5K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.84K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.04K- 2.1% |
$592K - $678K
|
188K
$26.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-376- 2.17% |
$55.2K - $63.2K
|
17K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-179- 0.51% |
$26.3K - $30.1K
|
35K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-125- 1.89% |
$18.3K - $21K
|
6.49K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.42K- 16.61% |
$355K - $407K
|
12.2K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.32K - $1.51K
|
4.79K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-112- 0.27% |
$16.4K - $18.8K
|
40.8K
$5.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$276K - $315K
|
1.88K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.37% |
$1.32K - $1.51K
|
2.45K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-422- 3.26% |
$61.9K - $70.9K
|
12.5K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
782+ 27.58% |
$115K - $131K
|
3.62K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-355- 12.93% |
$52.1K - $59.6K
|
2.39K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.9KNew |
$425K - $487K
|
2.9K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50+ 2.23% |
$7.34K - $8.4K
|
2.3K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
984+ 10.24% |
$144K - $165K
|
10.6K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-52- 48.15% |
$7.63K - $8.73K
|
56
$7.93K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-163- 8.11% |
$23.9K - $27.4K
|
1.85K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-385- 2.71% |
$56.5K - $64.7K
|
13.8K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-421- 12.28% |
$61.8K - $70.7K
|
3.01K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
114+ 0.66% |
$16.7K - $19.1K
|
17.5K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.11K- 39.36% |
$163K - $187K
|
1.72K
$243K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499+ 28.91% |
$73.2K - $83.8K
|
2.23K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.21K+ 13.74% |
$177K - $203K
|
10K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-180- 1.96% |
$26.4K - $30.2K
|
8.99K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-184- 0.22% |
$27K - $30.9K
|
83.8K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.13K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
411+ 12.56% |
$60.3K - $69K
|
3.68K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-370- 1.61% |
$54.3K - $62.1K
|
22.6K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
2.19K+ 24.28% |
$321K - $367K
|
11.2K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.8K+ 1.26% |
$1.44M - $1.65M
|
790K
$112M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
59+ 3.31% |
$8.66K - $9.91K
|
1.84K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
145+ 2.34% |
$21.3K - $24.4K
|
6.33K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 0.84% |
$49.1K - $56.3K
|
39.8K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-235- 16.17% |
$34.5K - $39.5K
|
1.22K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.3K- 36.04% |
$337K - $386K
|
4.08K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.61K- 15.68% |
$677K - $775K
|
24.8K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.1% |
$305K - $349K
|
42.9K
$6.07M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
260+ 3.13% |
$38.1K - $43.7K
|
8.57K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
139+ 1.09% |
$20.4K - $23.3K
|
12.8K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
89+ 0.9% |
$13.1K - $14.9K
|
10K
$1.42M
|