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 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$440 - $504
|
2.7K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
886New |
$130K - $149K
|
886
$125K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
27+ 1.69% |
$3.96K - $4.54K
|
1.63K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-486- 2.9% |
$71.3K - $81.6K
|
16.3K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.85% |
$293 - $336
|
238
$33.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.03K+ 23.91% |
$151K - $172K
|
5.32K
$753K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
2.32K+ 10.35% |
$340K - $390K
|
24.7K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
215+ 11.16% |
$31.5K - $36.1K
|
2.14K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
508+ 11.27% |
$74.5K - $85.3K
|
5.02K
$710K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
39.9K+ 107824.32% |
$5.85M - $6.7M
|
39.9K
$5.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 12.35% |
$506K - $579K
|
31.4K
$4.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 9.84% |
$158K - $181K
|
12K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
57+ 0.64% |
$8.36K - $9.57K
|
8.94K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.42K+ 52.26% |
$941K - $1.08M
|
18.7K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.02% |
$1.47K - $1.68K
|
41.3K
$5.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
141+ 2.41% |
$20.7K - $23.7K
|
5.98K
$847K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-518- 2.85% |
$76K - $87K
|
17.6K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-361- 5.28% |
$53K - $60.6K
|
6.47K
$917K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-68- 4.73% |
$9.98K - $11.4K
|
1.37K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.3K+ 7.16% |
$2.83M - $3.24M
|
289K
$40.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$635K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
43+ 0.32% |
$6.31K - $7.22K
|
13.4K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
102+ 0.9% |
$15K - $17.1K
|
11.4K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.4K- 2.12% |
$206K - $236K
|
64.9K
$9.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 46.35% |
$1.72M - $1.97M
|
13.6K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.08% |
$440 - $504
|
3.99K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
471+ 6.6% |
$69.1K - $79.1K
|
7.61K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.46K- 4.65% |
$361K - $413K
|
50.4K
$7.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.76K+ 9.78% |
$258K - $295K
|
19.7K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-235- 0.19% |
$34.5K - $39.5K
|
125K
$17.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.7K+ 18.01% |
$2.16M - $2.47M
|
96.4K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.64K- 27.37% |
$827K - $947K
|
15K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-545- 1.32% |
$80K - $91.5K
|
40.7K
$5.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15+ 0.68% |
$2.2K - $2.52K
|
2.22K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.62K- 23.01% |
$238K - $272K
|
5.42K
$767K
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.11K+ 5.99% |
$162K - $186K
|
19.6K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-261- 2.61% |
$38.3K - $43.8K
|
9.76K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-20- 0.27% |
$2.93K - $3.36K
|
7.28K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.8K- 31.06% |
$2.17M - $2.49M
|
32.9K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.08K+ 4.19% |
$158K - $181K
|
26.7K
$3.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
151+ 4.57% |
$22.2K - $25.4K
|
3.45K
$489K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
875+ 7.37% |
$128K - $147K
|
12.7K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-85- 0.27% |
$12.5K - $14.3K
|
30.9K
$4.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$174K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$293 - $336
|
35.4K
$5.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.63K- 56.3% |
$239K - $274K
|
1.27K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
228+ 5.85% |
$33.4K - $38.3K
|
4.12K
$584K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-27- 0.15% |
$3.96K - $4.54K
|
17.7K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
367+ 5.41% |
$53.8K - $61.6K
|
7.15K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 1.17% |
$3.52K - $4.03K
|
2.07K
$294K
|