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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-410- 2.9% |
$59.7K - $66.4K
|
13.7K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
611+ 0.95% |
$88.9K - $98.9K
|
64.6K
$9.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.43KNew |
$499K - $555K
|
3.43K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
296+ 17.44% |
$43.1K - $47.9K
|
1.99K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
213+ 2.4% |
$31K - $34.5K
|
9.09K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
12+ 0.44% |
$1.75K - $1.94K
|
2.72K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
9.55KNew |
$1.39M - $1.55M
|
9.55K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.7% |
$5.53K - $6.15K
|
5.48K
$842K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-203- 12.04% |
$29.6K - $32.9K
|
1.48K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.53K+ 6.4% |
$369K - $410K
|
42.1K
$6.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
279+ 1.17% |
$40.6K - $45.2K
|
24.1K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-845- 7.16% |
$123K - $137K
|
11K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.9K+ 4.18% |
$2.45M - $2.73M
|
420K
$64.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
167+ 3.93% |
$24.3K - $27K
|
4.41K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-499- 0.62% |
$72.6K - $80.8K
|
79.4K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-57- 0.33% |
$8.3K - $9.22K
|
17.2K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
119+ 7.83% |
$17.3K - $19.3K
|
1.64K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-986- 3.57% |
$144K - $160K
|
26.6K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-14.4K- 97.51% |
$2.1M - $2.33M
|
368
$56.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
40K+ 2819.53% |
$5.82M - $6.47M
|
41.4K
$6.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-1.66K- 14.39% |
$242K - $269K
|
9.88K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
304K+ 62.12% |
$44.3M - $49.2M
|
794K
$122M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
26+ 0.2% |
$3.78K - $4.21K
|
12.9K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
4.35K+ 3.44% |
$633K - $704K
|
131K
$20.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.6K- 26.82% |
$233K - $259K
|
4.37K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-217- 7.37% |
$31.6K - $35.1K
|
2.73K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
290+ 8.7% |
$42.2K - $46.9K
|
3.62K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-250- 12.41% |
$36.4K - $40.5K
|
1.77K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.12% |
$728 - $809
|
4.17K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
75+ 0.83% |
$10.9K - $12.1K
|
9.11K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-71- 1.84% |
$10.3K - $11.5K
|
3.8K
$584K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-68- 0.42% |
$9.9K - $11K
|
16K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-596- 0.58% |
$86.8K - $96.5K
|
103K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-177- 1.71% |
$25.8K - $28.6K
|
10.2K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 8.6% |
$664K - $739K
|
57.7K
$8.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 13.64% |
$151K - $168K
|
8.66K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.87K+ 10.03% |
$854K - $950K
|
64.4K
$9.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
38+ 14.07% |
$5.53K - $6.15K
|
308
$47.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.9K+ 50.56% |
$4.51M - $5.01M
|
92.2K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-58- 0.43% |
$8.44K - $9.39K
|
13.3K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.03K- 14.73% |
$878K - $976K
|
34.9K
$5.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
52+ 0.14% |
$7.57K - $8.42K
|
36.2K
$5.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
197+ 107.65% |
$28.7K - $31.9K
|
380
$58.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.77K+ 17.3% |
$403K - $448K
|
18.8K
$2.89M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-450- 1.96% |
$65.5K - $72.8K
|
22.6K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-181- 1.15% |
$26.3K - $29.3K
|
15.6K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
15.3K+ 17.81% |
$2.22M - $2.47M
|
101K
$15.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.74% |
$14.6K - $16.2K
|
13.3K
$2.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 22.08% |
$154K - $172K
|
3.74K
$575K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.22K- 29.48% |
$323K - $359K
|
5.3K
$815K
|