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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.48K+ 15.48% |
$507K - $563K
|
26K
$3.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
124+ 8.4% |
$18.1K - $20.1K
|
1.6K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-7.83K- 14.88% |
$1.14M - $1.27M
|
44.8K
$6.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-83- 0.09% |
$12.1K - $13.4K
|
94.2K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
313+ 5.3% |
$45.6K - $50.7K
|
6.22K
$956K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-232- 2.33% |
$33.8K - $37.5K
|
9.71K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
779+ 9.33% |
$113K - $126K
|
9.13K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
534+ 8.09% |
$77.7K - $86.4K
|
7.14K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-713- 3.15% |
$104K - $115K
|
21.9K
$3.37M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.31K- 3.31% |
$190K - $211K
|
38.1K
$5.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
58+ 2.46% |
$8.44K - $9.39K
|
2.41K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-140- 1.26% |
$20.4K - $22.7K
|
11K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 10.81% |
$391K - $435K
|
22.2K
$3.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-21- 0.72% |
$3.06K - $3.4K
|
2.91K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-410- 2.9% |
$59.7K - $66.4K
|
13.7K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
611+ 0.95% |
$88.9K - $98.9K
|
64.6K
$9.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.43KNew |
$499K - $555K
|
3.43K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
296+ 17.44% |
$43.1K - $47.9K
|
1.99K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
213+ 2.4% |
$31K - $34.5K
|
9.09K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
12+ 0.44% |
$1.75K - $1.94K
|
2.72K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
9.55KNew |
$1.39M - $1.55M
|
9.55K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.7% |
$5.53K - $6.15K
|
5.48K
$842K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-203- 12.04% |
$29.6K - $32.9K
|
1.48K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.53K+ 6.4% |
$369K - $410K
|
42.1K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
279+ 1.17% |
$40.6K - $45.2K
|
24.1K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-845- 7.16% |
$123K - $137K
|
11K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.9K+ 4.18% |
$2.45M - $2.73M
|
420K
$64.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
167+ 3.93% |
$24.3K - $27K
|
4.41K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-499- 0.62% |
$72.6K - $80.8K
|
79.4K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-57- 0.33% |
$8.3K - $9.22K
|
17.2K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
119+ 7.83% |
$17.3K - $19.3K
|
1.64K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-986- 3.57% |
$144K - $160K
|
26.6K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-14.4K- 97.51% |
$2.1M - $2.33M
|
368
$56.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40K+ 2819.53% |
$5.82M - $6.47M
|
41.4K
$6.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-1.66K- 14.39% |
$242K - $269K
|
9.88K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
304K+ 62.12% |
$44.3M - $49.2M
|
794K
$122M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
26+ 0.2% |
$3.78K - $4.21K
|
12.9K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
4.35K+ 3.44% |
$633K - $704K
|
131K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.6K- 26.82% |
$233K - $259K
|
4.37K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-217- 7.37% |
$31.6K - $35.1K
|
2.73K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
290+ 8.7% |
$42.2K - $46.9K
|
3.62K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-250- 12.41% |
$36.4K - $40.5K
|
1.77K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.12% |
$728 - $809
|
4.17K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
75+ 0.83% |
$10.9K - $12.1K
|
9.11K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-71- 1.84% |
$10.3K - $11.5K
|
3.8K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-68- 0.42% |
$9.9K - $11K
|
16K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-596- 0.58% |
$86.8K - $96.5K
|
103K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-177- 1.71% |
$25.8K - $28.6K
|
10.2K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 8.6% |
$664K - $739K
|
57.7K
$8.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 13.64% |
$151K - $168K
|
8.66K
$1.33M
|