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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-396K- 68.86% |
$58.1M - $66.5M
|
179K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-464K- 64.89% |
$68.1M - $77.9M
|
251K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.3K- 3.31% |
$3.42M - $3.91M
|
680K
$102M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.79K- 2.4% |
$410K - $469K
|
114K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-38- 1.68% |
$5.57K - $6.38K
|
2.22K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-714- 26.75% |
$105K - $120K
|
1.96K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-21.3K- 11.38% |
$3.12M - $3.57M
|
166K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.12K+ 4818.9% |
$898K - $1.03M
|
6.25K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-290- 32.58% |
$42.5K - $48.7K
|
600
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 19.41% |
$162K - $186K
|
6.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
151+ 10.36% |
$22.2K - $25.4K
|
1.61K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
235+ 7.19% |
$34.5K - $39.5K
|
3.51K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
587+ 2.5% |
$86.1K - $98.6K
|
24.1K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03M+ 4.08% |
$152M - $174M
|
26.4M
$3.94B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
660K+ 204.53% |
$96.8M - $111M
|
982K
$147M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-384K- 1.11% |
$56.3M - $64.5M
|
34.1M
$5.1B
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-980- 10.16% |
$144K - $165K
|
8.67K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.71K+ 41.47% |
$397K - $455K
|
9.24K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.92K- 25.36% |
$282K - $323K
|
5.66K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
785+ 11.74% |
$115K - $132K
|
7.47K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
847+ 35.5% |
$124K - $142K
|
3.23K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.81KNew |
$265K - $304K
|
1.81K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
602+ 13.0% |
$88.3K - $101K
|
5.23K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
851K+ 26.21% |
$125M - $143M
|
4.1M
$613M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-50.6K- 17.41% |
$7.42M - $8.5M
|
240K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.45K- 2.19% |
$799K - $915K
|
243K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.42KNew |
$208K - $239K
|
1.42K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
243+ 1.18% |
$35.7K - $40.8K
|
20.8K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.03% |
$880 - $1.01K
|
21.1K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-193- 6.83% |
$28.3K - $32.4K
|
2.63K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.6K+ 2.46% |
$234K - $268K
|
66.4K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 2.35% |
$168K - $192K
|
49.9K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
150+ 9.51% |
$22K - $25.2K
|
1.73K
$258K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-989- 2.93% |
$145K - $166K
|
32.7K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
141+ 0.44% |
$20.7K - $23.7K
|
32.4K
$4.85M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.6K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-716- 0.24% |
$105K - $120K
|
303K
$45.3M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
499New |
$73.2K - $83.8K
|
499
$74.6K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.08K+ 31.13% |
$158K - $181K
|
4.55K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
242+ 4.2% |
$35.5K - $40.6K
|
6K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-67- 4.77% |
$9.83K - $11.3K
|
1.34K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-644- 17.84% |
$94.5K - $108K
|
2.97K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
600+ 3.05% |
$88K - $101K
|
20.2K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-963- 6.91% |
$141K - $162K
|
13K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
121+ 3.42% |
$17.8K - $20.3K
|
3.66K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.41% |
$3.23K - $3.7K
|
5.45K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.39K- 0.49% |
$1.23M - $1.41M
|
1.7M
$254M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-361K- 51.67% |
$53M - $60.7M
|
338K
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-68- 1.53% |
$9.98K - $11.4K
|
4.39K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5- 0.04% |
$734 - $840
|
12.5K
$1.87M
|