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 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-233- 0.41% |
$34.2K - $39.1K
|
56.1K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.27K+ 2.79% |
$772K - $884K
|
194K
$27.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.07K+ 81.48% |
$304K - $348K
|
4.62K
$654K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 5.47% |
$17.6K - $20.2K
|
2.07K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.9K+ 12.06% |
$3.36M - $3.84M
|
213K
$30.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 10.11% |
$15.3M - $17.5M
|
1.13M
$161M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
536+ 0.45% |
$78.6K - $90K
|
120K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.47K+ 69.66% |
$509K - $582K
|
8.44K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 3.92% |
$238K - $273K
|
39.8K
$5.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.77K- 8.67% |
$260K - $298K
|
18.7K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-622- 3.77% |
$91.3K - $104K
|
15.9K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
203+ 2.18% |
$29.8K - $34.1K
|
9.5K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.98K+ 22.34% |
$291K - $333K
|
10.9K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-768- 1.58% |
$113K - $129K
|
47.9K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-8- 0.15% |
$1.17K - $1.34K
|
5.25K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
61+ 2.17% |
$8.95K - $10.2K
|
2.87K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-425- 22.62% |
$62.4K - $71.4K
|
1.45K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.83K- 10.24% |
$268K - $307K
|
16K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
333+ 6.21% |
$48.9K - $55.9K
|
5.69K
$806K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
218+ 3.48% |
$32K - $36.6K
|
6.49K
$918K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$244K - $280K
|
125K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 1.05% |
$149K - $170K
|
96K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-112- 6.12% |
$16.4K - $18.8K
|
1.72K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
11+ 0.73% |
$1.61K - $1.85K
|
1.52K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.18% |
$3.81K - $4.37K
|
14.4K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.96K+ 30.59% |
$435K - $498K
|
12.7K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
734+ 3.42% |
$108K - $123K
|
22.2K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10+ 0.19% |
$1.47K - $1.68K
|
5.28K
$747K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$440 - $504
|
4.49K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.5K- 13.71% |
$1.69M - $1.93M
|
72.4K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-899- 3.51% |
$132K - $151K
|
24.7K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.54K- 10.31% |
$519K - $595K
|
30.8K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-89- 1.31% |
$13.1K - $14.9K
|
6.71K
$950K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.78K- 2.32% |
$995K - $1.14M
|
286K
$40.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.88K+ 3.8% |
$275K - $315K
|
51.2K
$7.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-587- 0.81% |
$86.1K - $98.6K
|
71.9K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
30KNew |
$4.4M - $5.03M
|
30K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31+ 2.98% |
$4.55K - $5.21K
|
1.07K
$152K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-28- 1.43% |
$4.11K - $4.7K
|
1.93K
$273K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.1KNew |
$455K - $521K
|
3.1K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 1.26% |
$3.67K - $4.2K
|
1.97K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-233- 14.18% |
$34.2K - $39.1K
|
1.41K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
834+ 45.23% |
$122K - $140K
|
2.68K
$379K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-550- 0.84% |
$80.7K - $92.4K
|
64.9K
$9.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 0.23% |
$6.02K - $6.89K
|
18.1K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
550+ 4.1% |
$80.7K - $92.4K
|
14K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-135- 5.84% |
$19.8K - $22.7K
|
2.18K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
919+ 6.51% |
$135K - $154K
|
15K
$2.13M
|