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 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.54K+ 23.06% |
$205K - $259K
|
8.2K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-561- 16.9% |
$75K - $94.5K
|
2.76K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
503+ 211.34% |
$67.3K - $84.8K
|
741
$114K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.18K- 5.16% |
$157K - $198K
|
21.6K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-181- 0.66% |
$24.2K - $30.5K
|
27.3K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
51+ 0.7% |
$6.82K - $8.59K
|
7.36K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-207- 4.44% |
$27.7K - $34.9K
|
4.45K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-276- 14.94% |
$36.9K - $46.5K
|
1.57K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
600+ 0.92% |
$80.2K - $101K
|
65.5K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.51K- 50.32% |
$1.27M - $1.6M
|
9.39K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
63+ 1.84% |
$8.42K - $10.6K
|
3.5K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.9K+ 6.19% |
$1.99M - $2.51M
|
256K
$39.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
149K+ 55.84% |
$20M - $25.2M
|
417K
$64.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
337+ 22.56% |
$45.1K - $56.8K
|
1.83K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-21- 0.07% |
$2.81K - $3.54K
|
29.2K
$4.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
202+ 4.64% |
$27K - $34K
|
4.56K
$704K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-333- 2.88% |
$44.5K - $56.1K
|
11.2K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
154+ 0.96% |
$20.6K - $26K
|
16.2K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.72K- 11.14% |
$231K - $291K
|
13.7K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-186- 5.46% |
$24.9K - $31.3K
|
3.22K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62+ 2.49% |
$8.29K - $10.4K
|
2.55K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-228- 1.24% |
$30.5K - $38.4K
|
18.2K
$2.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-20- 0.07% |
$2.67K - $3.37K
|
27.8K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 3.1% |
$170K - $214K
|
39.8K
$6.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
51+ 0.76% |
$6.82K - $8.59K
|
6.73K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.19K- 1.12% |
$426K - $537K
|
282K
$43.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
128+ 2.0% |
$17.1K - $21.6K
|
6.52K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-819- 13.56% |
$110K - $138K
|
5.22K
$806K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-122- 4.17% |
$16.3K - $20.6K
|
2.8K
$433K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.57K- 41.9% |
$210K - $265K
|
2.18K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-27- 0.84% |
$3.61K - $4.55K
|
3.18K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-153- 5.26% |
$20.5K - $25.8K
|
2.76K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.01K- 16.44% |
$804K - $1.01M
|
30.6K
$4.72M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-14.1K- 88.31% |
$1.89M - $2.38M
|
1.87K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-125- 6.27% |
$16.7K - $21.1K
|
1.87K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
575+ 1026.79% |
$76.9K - $96.9K
|
631
$97.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
651+ 159.95% |
$87.1K - $110K
|
1.06K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.4K+ 5.04% |
$320K - $404K
|
50K
$7.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
105+ 4.85% |
$14K - $17.7K
|
2.27K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.3K+ 9.38% |
$308K - $388K
|
26.8K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 2.97% |
$14K - $17.7K
|
3.64K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18+ 0.87% |
$2.41K - $3.03K
|
2.09K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.11K- 12.92% |
$149K - $187K
|
7.49K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-32- 0.49% |
$4.28K - $5.39K
|
6.47K
$999K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-134- 4.42% |
$17.9K - $22.6K
|
2.9K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.16K- 5.3% |
$289K - $364K
|
38.6K
$5.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-96- 0.61% |
$12.8K - $16.2K
|
15.6K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.17K- 5.27% |
$157K - $197K
|
21.1K
$3.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
567+ 3.93% |
$75.8K - $95.5K
|
15K
$2.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
235+ 1.88% |
$31.4K - $39.6K
|
12.8K
$1.97M
|