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 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.01K+ 5.08% |
$803K - $1.01M
|
124K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.95K+ 10.78% |
$930K - $1.17M
|
71.5K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.14K- 50.36% |
$1.09M - $1.37M
|
8.03K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$936 - $1.18K
|
22.5K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
256+ 11.14% |
$34.2K - $43.1K
|
2.55K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
68+ 0.68% |
$9.09K - $11.5K
|
10.1K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
29.6K+ 30.66% |
$3.95M - $4.98M
|
126K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-254- 7.82% |
$34K - $42.8K
|
3K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
264+ 10.84% |
$35.3K - $44.5K
|
2.7K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-8- 0.22% |
$1.07K - $1.35K
|
3.69K
$570K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
115+ 2.54% |
$15.4K - $19.4K
|
4.64K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.69K+ 572.52% |
$1.03M - $1.3M
|
9.03K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$535 - $674
|
217
$33.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-61- 1.36% |
$8.16K - $10.3K
|
4.43K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-71- 0.5% |
$9.49K - $12K
|
14.2K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
271+ 2.38% |
$36.2K - $45.7K
|
11.7K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-695- 0.68% |
$92.9K - $117K
|
102K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.28K+ 3.81% |
$706K - $889K
|
144K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
226+ 0.67% |
$30.2K - $38.1K
|
33.8K
$5.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
524+ 15.63% |
$70.1K - $88.3K
|
3.88K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.2K- 18.66% |
$4.31M - $5.43M
|
140K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.44K+ 39.76% |
$192K - $242K
|
5.06K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-67- 0.45% |
$8.96K - $11.3K
|
15K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.35K+ 95.61% |
$849K - $1.07M
|
13K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.03K+ 11.47% |
$138K - $174K
|
10K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.8K- 23.12% |
$641K - $808K
|
15.9K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
100+ 0.65% |
$13.4K - $16.9K
|
15.5K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1+ 0.02% |
$134 - $169
|
4.69K
$725K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
702+ 15.75% |
$93.9K - $118K
|
5.16K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
236+ 1.74% |
$31.6K - $39.8K
|
13.8K
$2.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
418+ 4.34% |
$55.9K - $70.4K
|
10.1K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 0.24% |
$6.82K - $8.59K
|
21.1K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
53+ 0.2% |
$7.09K - $8.93K
|
26.5K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.12K+ 1559.72% |
$150K - $189K
|
1.2K
$185K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-97- 2.71% |
$13K - $16.3K
|
3.49K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-745- 0.6% |
$99.6K - $126K
|
124K
$19.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
770+ 18.0% |
$103K - $130K
|
5.05K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
84.3K+ 10.63% |
$11.3M - $14.2M
|
877K
$135M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-15- 0.12% |
$2.01K - $2.53K
|
12.3K
$1.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 42.0% |
$143K - $180K
|
3.61K
$558K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
346+ 4.06% |
$46.3K - $58.3K
|
8.88K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-251- 2.06% |
$33.6K - $42.3K
|
12K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.73K+ 4.67% |
$232K - $292K
|
38.8K
$6M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-693- 3.85% |
$92.7K - $117K
|
17.3K
$2.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-582- 8.81% |
$77.8K - $98.1K
|
6.02K
$930K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
68+ 2.41% |
$9.09K - $11.5K
|
2.89K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-552- 7.65% |
$73.8K - $93K
|
6.66K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 31.52% |
$2.26M - $2.85M
|
70.5K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 1.84% |
$8.02K - $10.1K
|
3.2K
$494K
|