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 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-428- 0.89% |
$62.8K - $71.9K
|
47.9K
$6.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.37K+ 16.79% |
$201K - $230K
|
9.52K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-113- 1.76% |
$16.6K - $19K
|
6.3K
$893K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.17K+ 15.55% |
$318K - $364K
|
16.1K
$2.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.72% |
$3.67K - $4.2K
|
3.52K
$498K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-382- 3.03% |
$56K - $64.2K
|
12.2K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.05K- 66.25% |
$741K - $849K
|
2.58K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.17K+ 1.66% |
$612K - $701K
|
255K
$36.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
300+ 0.48% |
$44K - $50.4K
|
63K
$8.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.92% |
$2.05K - $2.35K
|
1.5K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-260- 0.75% |
$38.1K - $43.7K
|
34.3K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-257- 0.23% |
$37.7K - $43.2K
|
110K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.71% |
$17.8K - $20.3K
|
16.8K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
667+ 3.28% |
$97.9K - $112K
|
21K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-552- 0.6% |
$81K - $92.7K
|
91.9K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
490+ 34.75% |
$71.9K - $82.3K
|
1.9K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
823+ 3.47% |
$121K - $138K
|
24.5K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.45% |
$17K - $19.5K
|
26K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
347+ 5.88% |
$50.9K - $58.3K
|
6.25K
$885K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.79K- 55.67% |
$263K - $301K
|
1.43K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.03K+ 58.38% |
$298K - $341K
|
5.51K
$780K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-14- 0.2% |
$2.05K - $2.35K
|
7.15K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.99K- 4.8% |
$292K - $334K
|
39.5K
$5.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-600- 2.55% |
$88K - $101K
|
23K
$3.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-392- 70.38% |
$57.5K - $65.8K
|
165
$23.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
188+ 0.25% |
$27.6K - $31.6K
|
75.5K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-141- 0.75% |
$20.7K - $23.7K
|
18.6K
$2.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-650- 17.02% |
$95.4K - $109K
|
3.17K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
101+ 0.91% |
$14.8K - $17K
|
11.2K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 1.28% |
$3.23K - $3.7K
|
1.74K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.48K+ 45.19% |
$511K - $585K
|
11.2K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-630- 4.94% |
$92.4K - $106K
|
12.1K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-895- 15.69% |
$131K - $150K
|
4.81K
$681K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-12.7K- 1.5% |
$1.87M - $2.14M
|
838K
$119M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-77- 4.91% |
$11.3K - $12.9K
|
1.49K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.61K- 16.57% |
$382K - $438K
|
13.1K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9- 0.08% |
$1.32K - $1.51K
|
11.1K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
959+ 6.61% |
$141K - $161K
|
15.5K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 3.01% |
$7.92K - $9.07K
|
1.85K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
875+ 2.77% |
$128K - $147K
|
32.5K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.66K+ 162.37% |
$536K - $614K
|
5.91K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 1.03% |
$474K - $542K
|
309K
$43.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30+ 1.07% |
$4.4K - $5.04K
|
2.83K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
70+ 2.37% |
$10.3K - $11.8K
|
3.03K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.89K+ 90.03% |
$571K - $654K
|
8.22K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.42K+ 30.96% |
$208K - $238K
|
6K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-39- 1.75% |
$5.72K - $6.55K
|
2.19K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-190- 1.0% |
$27.9K - $31.9K
|
18.7K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
104K+ 16.59% |
$15.3M - $17.5M
|
731K
$104M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-39- 0.12% |
$5.72K - $6.55K
|
32.8K
$4.65M
|