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 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
121+ 4.53% |
$17.8K - $20.3K
|
2.79K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-59- 2.71% |
$8.66K - $9.91K
|
2.12K
$300K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.32K- 19.34% |
$193K - $221K
|
5.49K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
591+ 4.55% |
$86.7K - $99.3K
|
13.6K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
43.5K+ 32.91% |
$6.39M - $7.31M
|
176K
$24.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.41KNew |
$207K - $237K
|
1.41K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.61K- 18.53% |
$382K - $438K
|
11.5K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-813- 8.47% |
$119K - $137K
|
8.79K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-134- 8.6% |
$19.7K - $22.5K
|
1.42K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-129K- 89.24% |
$18.9M - $21.7M
|
15.6K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
85+ 1.52% |
$12.5K - $14.3K
|
5.66K
$802K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.12K- 26.91% |
$457K - $524K
|
8.47K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100+ 0.14% |
$14.7K - $16.8K
|
72K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
567+ 25.16% |
$83.2K - $95.2K
|
2.82K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 7.14% |
$440 - $504
|
39
$5.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-160- 11.49% |
$23.5K - $26.9K
|
1.23K
$175K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
342+ 1.51% |
$50.2K - $57.4K
|
22.9K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.49KNew |
$219K - $251K
|
1.49K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 1.93% |
$87.7K - $100K
|
31.5K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 19.07% |
$61.9K - $70.9K
|
2.64K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-811- 2.89% |
$119K - $136K
|
27.2K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
441+ 7.74% |
$64.7K - $74.1K
|
6.14K
$870K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-147- 4.14% |
$21.6K - $24.7K
|
3.41K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-88- 1.36% |
$12.9K - $14.8K
|
6.39K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-323- 1.94% |
$47.4K - $54.3K
|
16.4K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.33K- 17.6% |
$929K - $1.06M
|
29.7K
$4.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-125- 17.01% |
$18.3K - $21K
|
610
$86.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 1.68% |
$13.8K - $15.8K
|
5.49K
$778K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.5% |
$14.5K - $16.6K
|
19.8K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.7K- 14.34% |
$396K - $453K
|
16.1K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.09K+ 11.63% |
$160K - $183K
|
10.5K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
46+ 1.71% |
$6.75K - $7.73K
|
2.74K
$387K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.5K
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-160- 1.55% |
$23.5K - $26.9K
|
10.2K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-842- 2.32% |
$124K - $141K
|
35.5K
$5.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 3.87% |
$12.5K - $14.3K
|
2.11K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.5K+ 44.26% |
$2.56M - $2.93M
|
56.9K
$8.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 0.64% |
$1.13M - $1.29M
|
1.21M
$171M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-48- 1.12% |
$7.04K - $8.06K
|
4.25K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.57K+ 86.44% |
$671K - $768K
|
9.86K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 2.56% |
$26.4K - $30.2K
|
7.21K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
61+ 0.84% |
$8.95K - $10.2K
|
7.31K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.1K+ 24.48% |
$455K - $520K
|
15.8K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.16K- 78.66% |
$1.34M - $1.54M
|
2.49K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100+ 15.55% |
$14.7K - $16.8K
|
743
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.23K+ 26.91% |
$1.21M - $1.38M
|
38.8K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.79K - $3.19K
|
16.4K
$2.32M
|