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 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.65% |
$1.76K - $2.02K
|
1.85K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
503+ 2.97% |
$73.8K - $84.5K
|
17.4K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
96+ 5.5% |
$14.1K - $16.1K
|
1.84K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.88K+ 15.36% |
$716K - $819K
|
36.6K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.18% |
$1.47K - $1.68K
|
5.61K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 1.55% |
$26.4K - $30.2K
|
11.8K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.2K+ 48.88% |
$323K - $370K
|
6.71K
$950K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
231+ 2.38% |
$33.9K - $38.8K
|
9.92K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.2K+ 11.81% |
$910K - $1.04M
|
58.7K
$8.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-71- 4.21% |
$10.4K - $11.9K
|
1.62K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-667- 6.51% |
$97.9K - $112K
|
9.57K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-295- 4.55% |
$43.3K - $49.6K
|
6.19K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.55KNew |
$374K - $429K
|
2.55K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.52K- 12.16% |
$662K - $758K
|
32.6K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-943- 0.7% |
$138K - $158K
|
133K
$18.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
307+ 12.15% |
$45K - $51.6K
|
2.83K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.18K+ 29.02% |
$1.05M - $1.21M
|
31.9K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
230+ 7.64% |
$33.7K - $38.6K
|
3.24K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-58- 2.62% |
$8.51K - $9.74K
|
2.15K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 6.06% |
$5.28K - $6.05K
|
630
$89.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
625+ 2.08% |
$91.7K - $105K
|
30.7K
$4.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
734+ 50.45% |
$108K - $123K
|
2.19K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.33K+ 2.29% |
$781K - $894K
|
238K
$33.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
44K
$6.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-737- 4.69% |
$108K - $124K
|
15K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-264- 3.8% |
$38.7K - $44.3K
|
6.68K
$947K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
690+ 5.14% |
$101K - $116K
|
14.1K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 32.06% |
$273K - $313K
|
3.94K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-760- 3.31% |
$111K - $128K
|
22.2K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
539+ 3.53% |
$79.1K - $90.5K
|
15.8K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.77K- 28.66% |
$553K - $633K
|
9.39K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-485- 1.42% |
$71.2K - $81.5K
|
33.7K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
232+ 5.88% |
$34K - $39K
|
4.18K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 1.01% |
$7.92K - $9.07K
|
5.41K
$766K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.14K+ 9.23% |
$167K - $191K
|
13.5K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.0% |
$5.72K - $6.55K
|
3.85K
$545K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16.5K+ 2.08% |
$2.42M - $2.78M
|
810K
$115M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
83+ 1.43% |
$12.2K - $13.9K
|
5.9K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.54K- 3.17% |
$373K - $427K
|
77.7K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 72.12% |
$231K - $264K
|
3.75K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-74- 4.38% |
$10.9K - $12.4K
|
1.62K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-323- 1.12% |
$47.4K - $54.3K
|
28.4K
$4.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.91K- 2.93% |
$573K - $656K
|
130K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-135- 6.04% |
$19.8K - $22.7K
|
2.1K
$297K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40.6K- 15.59% |
$5.95M - $6.81M
|
220K
$31.1M
|