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 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
94+ 3.06% |
$13.8K - $15.8K
|
3.16K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.9K+ 131.42% |
$426K - $488K
|
5.11K
$692K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-46- 1.22% |
$6.75K - $7.73K
|
3.74K
$505K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
208+ 0.52% |
$30.5K - $34.9K
|
40K
$5.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
990+ 81.35% |
$145K - $166K
|
2.21K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-577- 28.17% |
$84.7K - $96.9K
|
1.47K
$199K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
9.47K+ 164.81% |
$1.39M - $1.59M
|
15.2K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-44- 1.24% |
$6.46K - $7.39K
|
3.51K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-181- 3.15% |
$26.6K - $30.4K
|
5.57K
$754K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.48% |
$1.76K - $2.02K
|
2.53K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30+ 2.7% |
$4.4K - $5.04K
|
1.14K
$154K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-998- 2.55% |
$146K - $168K
|
38.2K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
98+ 1.71% |
$14.4K - $16.5K
|
5.84K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-292- 0.59% |
$42.8K - $49K
|
49.5K
$6.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
207+ 7.7% |
$30.4K - $34.8K
|
2.9K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
222+ 8.15% |
$32.6K - $37.3K
|
2.95K
$399K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.06% |
$734 - $840
|
478
$64.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$171K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
253+ 3.35% |
$37.1K - $42.5K
|
7.81K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
125+ 0.53% |
$18.3K - $21K
|
23.6K
$3.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
626+ 0.76% |
$91.8K - $105K
|
83K
$11.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
57+ 0.18% |
$8.36K - $9.57K
|
31.4K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 0.65% |
$5.87K - $6.72K
|
6.2K
$839K
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-332- 15.58% |
$48.7K - $55.8K
|
1.8K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-259- 1.12% |
$38K - $43.5K
|
22.8K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.96% |
$3.52K - $4.03K
|
2.47K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8+ 0.4% |
$1.17K - $1.34K
|
2.01K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.78K- 4.2% |
$261K - $299K
|
40.6K
$5.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
16.5K+ 4.13% |
$2.42M - $2.77M
|
415K
$56.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
96+ 2.88% |
$14.1K - $16.1K
|
3.43K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 0.96% |
$7.34K - $8.4K
|
5.26K
$712K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-304- 12.37% |
$44.6K - $51.1K
|
2.15K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$173K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
347+ 19.6% |
$50.9K - $58.3K
|
2.12K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
487+ 43.68% |
$71.4K - $81.8K
|
1.6K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
1.9K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
315+ 17.72% |
$46.2K - $52.9K
|
2.09K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$164K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
35+ 1.08% |
$5.13K - $5.88K
|
3.29K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-70- 3.25% |
$10.3K - $11.8K
|
2.08K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
116+ 1.06% |
$17K - $19.5K
|
11.1K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
756+ 0.6% |
$111K - $127K
|
127K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-893- 2.32% |
$131K - $150K
|
37.6K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-41- 0.36% |
$6.02K - $6.89K
|
11.2K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.99K- 26.21% |
$732K - $838K
|
14K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 30.95% |
$1.91K - $2.18K
|
55
$7.44K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-81- 1.76% |
$11.9K - $13.6K
|
4.53K
$613K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
103+ 3.07% |
$15.1K - $17.3K
|
3.46K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
67+ 1.68% |
$9.83K - $11.3K
|
4.05K
$548K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-312- 0.92% |
$45.8K - $52.4K
|
33.7K
$4.55M
|