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 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
911+ 9.1% |
$122K - $154K
|
10.9K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
441+ 0.3% |
$59K - $74.3K
|
148K
$22.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
101+ 3.34% |
$13.5K - $17K
|
3.13K
$483K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-14.1K- 13.74% |
$1.89M - $2.38M
|
88.5K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
3.3K+ 8.25% |
$442K - $557K
|
43.3K
$6.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.53K- 2.66% |
$205K - $258K
|
56K
$8.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
12+ 0.13% |
$1.6K - $2.02K
|
9.52K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-43.5K- 23.39% |
$5.82M - $7.33M
|
142K
$22M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
24.4K+ 17.13% |
$3.26M - $4.11M
|
167K
$25.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.3K+ 18.78% |
$2.05M - $2.58M
|
96.9K
$15M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 19.87% |
$373K - $470K
|
16.8K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.44K- 22.98% |
$1.13M - $1.42M
|
28.3K
$4.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-420- 21.33% |
$56.2K - $70.8K
|
1.55K
$239K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$802 - $1.01K
|
6.42K
$991K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-212- 6.7% |
$28.4K - $35.7K
|
2.95K
$456K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-111- 2.3% |
$14.8K - $18.7K
|
4.72K
$728K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
192+ 4.98% |
$25.7K - $32.4K
|
4.05K
$625K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 0.43% |
$12.2K - $15.3K
|
21.1K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-21- 0.2% |
$2.81K - $3.54K
|
10.6K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.22% |
$3.48K - $4.38K
|
11.9K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
911+ 13.93% |
$122K - $154K
|
7.45K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-753- 16.85% |
$101K - $127K
|
3.72K
$574K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-289- 15.66% |
$38.6K - $48.7K
|
1.56K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
66.2KNew |
$8.85M - $11.1M
|
66.2K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
672+ 3.86% |
$89.9K - $113K
|
18.1K
$2.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.74K- 9.92% |
$367K - $462K
|
24.9K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-82- 4.63% |
$11K - $13.8K
|
1.69K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.17K+ 49.96% |
$156K - $197K
|
3.51K
$542K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-333- 10.27% |
$44.5K - $56.1K
|
2.91K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-300- 10.36% |
$40.1K - $50.6K
|
2.6K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
28.4K+ 3.51% |
$3.8M - $4.79M
|
838K
$129M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-319- 13.72% |
$42.7K - $53.8K
|
2.01K
$310K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.6K+ 8.56% |
$1.28M - $1.62M
|
122K
$18.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
47+ 0.49% |
$6.29K - $7.92K
|
9.64K
$1.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.9K- 5.68% |
$1.46M - $1.84M
|
182K
$28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-115- 1.92% |
$15.4K - $19.4K
|
5.88K
$907K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
25+ 0.13% |
$3.34K - $4.21K
|
19K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
1.48K+ 2.32% |
$198K - $250K
|
65.5K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-76- 0.23% |
$10.2K - $12.8K
|
33.4K
$5.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 4.45% |
$249K - $314K
|
43.7K
$6.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-444- 9.16% |
$59.4K - $74.8K
|
4.4K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-242- 4.97% |
$32.4K - $40.8K
|
4.63K
$715K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-19- 0.29% |
$2.54K - $3.2K
|
6.45K
$996K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2- 0.06% |
$267 - $337
|
3.34K
$515K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$234K - $295K
|
298K
$46M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-387- 10.57% |
$51.8K - $65.2K
|
3.28K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-237- 1.78% |
$31.7K - $39.9K
|
13.1K
$2.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
135+ 3.05% |
$18.1K - $22.7K
|
4.56K
$704K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
517+ 5.63% |
$69.1K - $87.1K
|
9.71K
$1.5M
|