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 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.8KNew |
$1.71M - $2.15M
|
12.8K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.15K+ 35.4% |
$154K - $194K
|
4.4K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-51- 2.73% |
$6.82K - $8.59K
|
1.81K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
146+ 1.22% |
$19.5K - $24.6K
|
12.1K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-93- 1.28% |
$12.4K - $15.7K
|
7.15K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.18K- 6.94% |
$425K - $535K
|
42.6K
$6.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.2K+ 6.29% |
$160K - $202K
|
20.3K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.61K+ 3.41% |
$350K - $440K
|
79.3K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-884- 33.55% |
$118K - $149K
|
1.75K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
239+ 12.93% |
$32K - $40.3K
|
2.09K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.31K- 6.57% |
$844K - $1.06M
|
89.7K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.05% |
$1.34K - $1.69K
|
20.3K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-747- 0.86% |
$99.9K - $126K
|
85.8K
$13.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
916+ 7.44% |
$122K - $154K
|
13.2K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
937+ 6.76% |
$125K - $158K
|
14.8K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-623- 1.78% |
$83.3K - $105K
|
34.4K
$5.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
663+ 4.39% |
$88.7K - $112K
|
15.8K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.79K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5- 0.32% |
$669 - $843
|
1.57K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.09KNew |
$414K - $521K
|
3.09K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
4.45K+ 9.64% |
$595K - $750K
|
50.6K
$7.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
137+ 4.02% |
$18.3K - $23.1K
|
3.54K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-114- 2.36% |
$15.2K - $19.2K
|
4.73K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.38% |
$15.1K - $19K
|
29.8K
$4.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 2.75% |
$7.22K - $9.1K
|
1.91K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-197- 8.97% |
$26.3K - $33.2K
|
2K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-617- 12.36% |
$82.5K - $104K
|
4.37K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$585K - $738K
|
4.38K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
8.26K+ 12.74% |
$1.11M - $1.39M
|
73.1K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38.7K- 1.74% |
$5.17M - $6.52M
|
2.18M
$337M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
169+ 2.99% |
$22.6K - $28.5K
|
5.83K
$900K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-249- 7.52% |
$33.3K - $42K
|
3.06K
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 8.69% |
$208K - $262K
|
16.3K
$2.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 28.21% |
$1.47K - $1.85K
|
28
$4.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-206- 10.13% |
$27.5K - $34.7K
|
1.83K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
813+ 11.87% |
$109K - $137K
|
7.66K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-439- 9.93% |
$58.7K - $74K
|
3.98K
$615K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
18+ 128.57% |
$2.41K - $3.03K
|
32
$4.94K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.47K+ 6.36% |
$196K - $247K
|
24.6K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-926- 4.61% |
$124K - $156K
|
19.2K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.59K- 3.5% |
$480K - $604K
|
99K
$15.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.67K+ 14.69% |
$357K - $450K
|
20.9K
$3.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 13.07% |
$329K - $414K
|
16.3K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5+ 0.02% |
$669 - $843
|
23.6K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.07K+ 38.65% |
$410K - $517K
|
11K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
15.4K+ 12.09% |
$2.06M - $2.59M
|
143K
$22M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9.4KNew |
$1.26M - $1.58M
|
9.4K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 8.03% |
$166K - $209K
|
14.2K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.6KNew |
$1.69M - $2.13M
|
12.6K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-81- 1.58% |
$10.8K - $13.6K
|
5.03K
$777K
|