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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 5.62% |
$28.1K - $35.4K
|
3.53K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-356- 4.64% |
$47.6K - $60K
|
7.31K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-676- 4.67% |
$90.4K - $114K
|
13.8K
$2.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
481+ 1.08% |
$64.3K - $81.1K
|
45K
$6.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-917- 1.77% |
$123K - $155K
|
50.8K
$7.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
51+ 2.48% |
$6.82K - $8.59K
|
2.11K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.52K- 7.05% |
$738K - $931K
|
72.8K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-55- 2.62% |
$7.36K - $9.27K
|
2.05K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
26K+ 10.31% |
$3.48M - $4.38M
|
278K
$43M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91+ 52.3% |
$12.2K - $15.3K
|
265
$40.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.06K- 4.46% |
$141K - $178K
|
22.6K
$3.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.16% |
$2.94K - $3.71K
|
13.5K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-283- 2.46% |
$37.8K - $47.7K
|
11.2K
$1.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
25K+ 14.29% |
$3.34M - $4.21M
|
200K
$30.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
2.61K+ 83.78% |
$349K - $440K
|
5.73K
$885K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-235- 8.26% |
$31.4K - $39.6K
|
2.61K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 31.41% |
$152K - $191K
|
4.74K
$732K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24+ 1.25% |
$3.21K - $4.04K
|
1.95K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
343+ 1.68% |
$45.9K - $57.8K
|
20.7K
$3.2M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.25K+ 1.83% |
$970K - $1.22M
|
403K
$62.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.76% |
$6.69K - $8.43K
|
6.56K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.46K+ 6.56% |
$998K - $1.26M
|
121K
$18.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 17.39% |
$160K - $202K
|
5.7K
$880K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-105- 5.79% |
$14K - $17.7K
|
1.71K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
215+ 16.64% |
$28.8K - $36.2K
|
1.51K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
2.22K+ 10.68% |
$297K - $375K
|
23K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-714- 8.16% |
$95.5K - $120K
|
8.04K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 4.62% |
$508K - $640K
|
78.4K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-707- 9.68% |
$94.5K - $119K
|
6.6K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-137- 0.37% |
$18.3K - $23.1K
|
37.4K
$5.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$535 - $674
|
20.3K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.45K+ 1.56% |
$194K - $244K
|
94.6K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-293- 0.4% |
$39.2K - $49.4K
|
72.3K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-175- 6.98% |
$23.4K - $29.5K
|
2.33K
$360K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 14.9% |
$103K - $130K
|
5.93K
$916K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.66K+ 1.53% |
$222K - $280K
|
110K
$17M
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-147- 0.53% |
$19.7K - $24.8K
|
27.8K
$4.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
145+ 0.44% |
$19.4K - $24.4K
|
33K
$5.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.21K+ 13.25% |
$162K - $204K
|
10.3K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 1.61% |
$11.4K - $14.3K
|
5.18K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.13K+ 10.79% |
$419K - $527K
|
32.1K
$4.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
228+ 13.23% |
$30.5K - $38.4K
|
1.95K
$301K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
146+ 7.89% |
$19.5K - $24.6K
|
2K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 2.85% |
$6.15K - $7.75K
|
1.66K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-4.4K- 3.19% |
$588K - $741K
|
134K
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
511K+ 226909.33% |
$68.3M - $86M
|
511K
$78.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 5.12% |
$389K - $490K
|
59.7K
$9.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.06K- 3.32% |
$276K - $347K
|
60K
$9.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-86- 0.2% |
$11.5K - $14.5K
|
43.1K
$6.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-495- 23.65% |
$66.2K - $83.4K
|
1.6K
$247K
|