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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.95K- 56.96% |
$394K - $496K
|
2.23K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.44% |
$669 - $843
|
1.14K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
191+ 76.4% |
$25.5K - $32.2K
|
441
$68.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
904+ 7.69% |
$121K - $152K
|
12.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-303- 8.09% |
$40.5K - $51.1K
|
3.44K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-707- 39.34% |
$94.5K - $119K
|
1.09K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.65K- 21.05% |
$1.02M - $1.29M
|
28.7K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
61+ 4.18% |
$8.16K - $10.3K
|
1.52K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6+ 1.2% |
$802 - $1.01K
|
505
$78K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-4.15K- 43.5% |
$554K - $699K
|
5.39K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-67- 0.8% |
$8.96K - $11.3K
|
8.34K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
11.9KNew |
$1.59M - $2.01M
|
11.9K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
5.49KNew |
$735K - $926K
|
5.49K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-453K- 5.43% |
$60.6M - $76.4M
|
7.9M
$1.22B
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
15.2K+ 8.46% |
$2.03M - $2.56M
|
195K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
BUY
|
- |
3.45M+ 2.91% |
$462M - $582M
|
122M
$18.9B
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-360K- 1.37% |
$48.1M - $60.6M
|
26M
$4.01B
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-78.8K- 8.02% |
$10.5M - $13.3M
|
904K
$140M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-149- 2.63% |
$19.9K - $25.1K
|
5.52K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-624- 7.63% |
$83.4K - $105K
|
7.55K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-906- 3.6% |
$121K - $153K
|
24.2K
$3.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.4K+ 13.78% |
$2.73M - $3.44M
|
169K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
362KNew |
$48.4M - $61M
|
362K
$55.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-72K- 45.02% |
$9.63M - $12.1M
|
88K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
106+ 1.48% |
$14.2K - $17.9K
|
7.29K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 0.16% |
$1.34K - $1.69K
|
6.39K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
41+ 0.46% |
$5.48K - $6.91K
|
8.89K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-545- 22.61% |
$72.9K - $91.8K
|
1.87K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.53K+ 4.71% |
$204K - $257K
|
33.9K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
272+ 10.05% |
$36.4K - $45.8K
|
2.98K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
44+ 2.02% |
$5.88K - $7.41K
|
2.22K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.66K+ 0.88% |
$355K - $448K
|
305K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$401 - $506
|
12.3K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
178+ 1.21% |
$23.8K - $30K
|
14.8K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
11.9K+ 269.99% |
$1.59M - $2M
|
16.3K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.33K- 22.43% |
$178K - $224K
|
4.61K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
230+ 0.13% |
$30.8K - $38.8K
|
178K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-86- 4.13% |
$11.5K - $14.5K
|
2K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.75K+ 31.96% |
$635K - $800K
|
19.6K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-29- 0.43% |
$3.88K - $4.89K
|
6.79K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-460- 3.53% |
$61.5K - $77.5K
|
12.6K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
64.2K+ 35.05% |
$8.58M - $10.8M
|
247K
$38.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
61.8KNew |
$8.27M - $10.4M
|
61.8K
$9.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-203- 2.59% |
$27.1K - $34.2K
|
7.65K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
625K+ 104.71% |
$83.5M - $105M
|
1.22M
$189M
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
547K+ 6837.5% |
$73.2M - $92.2M
|
555K
$85.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5K+ 135.14% |
$669K - $843K
|
8.7K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.3K+ 72.98% |
$2.85M - $3.59M
|
50.5K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-207- 4.71% |
$27.7K - $34.9K
|
4.18K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49K+ 2.37% |
$467K - $588K
|
151K
$23.2M
|