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 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$903K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 0.38% |
$17.6K - $20.2K
|
31.1K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.19% |
$147 - $168
|
518
$73.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
120+ 0.47% |
$17.6K - $20.2K
|
25.6K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.29K- 6.58% |
$777K - $889K
|
75.1K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-123- 5.16% |
$18K - $20.7K
|
2.26K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-45- 1.95% |
$6.6K - $7.56K
|
2.26K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-3.34K- 8.0% |
$490K - $561K
|
38.4K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 8.72% |
$3.15M - $3.6M
|
267K
$37.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-59- 0.05% |
$8.66K - $9.91K
|
119K
$16.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
198+ 0.74% |
$29K - $33.3K
|
26.8K
$3.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 6.0% |
$599K - $685K
|
72.1K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
4+ 0.01% |
$587 - $672
|
27.5K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
188+ 8.91% |
$27.6K - $31.6K
|
2.3K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278+ 6.6% |
$40.8K - $46.7K
|
4.49K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.31K- 2.97% |
$338K - $388K
|
75.3K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-275- 9.59% |
$40.3K - $46.2K
|
2.59K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.41K+ 3.88% |
$354K - $405K
|
64.5K
$9.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.73K+ 13.86% |
$400K - $458K
|
22.4K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65K+ 66.5% |
$535K - $613K
|
9.13K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-426- 44.19% |
$62.5K - $71.6K
|
538
$76.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-47- 0.77% |
$6.9K - $7.89K
|
6.04K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.26K+ 42.15% |
$478K - $548K
|
11K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-25- 0.75% |
$3.67K - $4.2K
|
3.33K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 1.2% |
$189K - $217K
|
109K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-458- 8.02% |
$67.2K - $76.9K
|
5.25K
$744K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-115- 0.22% |
$16.9K - $19.3K
|
52.8K
$7.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-936- 1.74% |
$137K - $157K
|
52.7K
$7.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-148- 0.91% |
$21.7K - $24.9K
|
16.1K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-506- 2.18% |
$74.2K - $85K
|
22.7K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.43K- 1.61% |
$210K - $240K
|
87.2K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 10.62% |
$322K - $369K
|
18.5K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.2K- 5.51% |
$176K - $202K
|
20.6K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 75.0% |
$8.8K - $10.1K
|
140
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 5.52% |
$163K - $187K
|
19K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-39- 0.16% |
$5.72K - $6.55K
|
24.3K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24.6K- 4.86% |
$3.61M - $4.13M
|
482K
$68.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.35K- 47.62% |
$784K - $898K
|
5.88K
$833K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
296K+ 448.12% |
$43.4M - $49.7M
|
362K
$51.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26- 0.54% |
$3.81K - $4.37K
|
4.81K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
612+ 35.92% |
$89.8K - $103K
|
2.32K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$185K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
433+ 7.7% |
$63.5K - $72.7K
|
6.06K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 7.39% |
$341K - $391K
|
29.2K
$4.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$18.3K - $21K
|
71.5K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$460K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.97K+ 10.88% |
$289K - $331K
|
20.1K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.86K+ 4.56% |
$1.01M - $1.15M
|
157K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$189K
|