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 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-323- 45.95% |
$43.2K - $54.4K
|
380
$58.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
77+ 0.58% |
$10.3K - $13K
|
13.3K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-119- 6.42% |
$15.9K - $20.1K
|
1.73K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-757- 10.44% |
$101K - $128K
|
6.5K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
101+ 5.42% |
$13.5K - $17K
|
1.96K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 0.11% |
$6.15K - $7.75K
|
40.5K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 14.22% |
$147K - $185K
|
6.61K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
258+ 2.38% |
$34.5K - $43.5K
|
11.1K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-72- 0.41% |
$9.63K - $12.1K
|
17.4K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
888+ 16.17% |
$119K - $150K
|
6.38K
$985K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.61% |
$3.61K - $4.55K
|
4.45K
$687K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.15K- 50.51% |
$689K - $869K
|
5.05K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-319- 13.92% |
$42.7K - $53.8K
|
1.97K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
11.3K+ 31.77% |
$1.51M - $1.9M
|
46.8K
$7.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.12K- 34.09% |
$150K - $189K
|
2.17K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
173+ 2.63% |
$23.1K - $29.2K
|
6.76K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.23K+ 44.78% |
$1.1M - $1.39M
|
26.6K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-23- 0.1% |
$3.08K - $3.88K
|
23.8K
$3.67M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-5.04K- 76.35% |
$673K - $848K
|
1.56K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-182- 1.29% |
$24.3K - $30.7K
|
13.9K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
594+ 5.94% |
$79.4K - $100K
|
10.6K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.68K+ 35.86% |
$760K - $957K
|
21.5K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
455+ 10.1% |
$60.8K - $76.7K
|
4.96K
$766K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11- 0.14% |
$1.47K - $1.85K
|
8K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-36- 2.0% |
$4.81K - $6.07K
|
1.76K
$272K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53+ 1.75% |
$7.09K - $8.93K
|
3.08K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
474+ 13.78% |
$63.4K - $79.9K
|
3.91K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-57- 3.56% |
$7.62K - $9.61K
|
1.54K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
852+ 4.68% |
$114K - $144K
|
19K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-741- 5.95% |
$99.1K - $125K
|
11.7K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.51K- 3.66% |
$202K - $254K
|
39.7K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.96K+ 14.87% |
$529K - $667K
|
30.6K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
803+ 5.1% |
$107K - $135K
|
16.5K
$2.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-177- 2.76% |
$23.7K - $29.8K
|
6.24K
$964K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-621- 8.68% |
$83K - $105K
|
6.53K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
21+ 0.72% |
$2.81K - $3.54K
|
2.93K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
93+ 5.32% |
$12.4K - $15.7K
|
1.84K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
744+ 0.69% |
$99.5K - $125K
|
108K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-479- 4.32% |
$64.1K - $80.7K
|
10.6K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13.7K- 7.75% |
$1.83M - $2.3M
|
163K
$25.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
208+ 9.21% |
$27.8K - $35.1K
|
2.47K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.35K- 1.19% |
$180K - $227K
|
112K
$17.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.74K- 0.39% |
$633K - $798K
|
1.21M
$186M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.87K+ 17.27% |
$250K - $315K
|
12.7K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
784+ 3.48% |
$105K - $132K
|
23.3K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
432+ 3.32% |
$57.8K - $72.8K
|
13.5K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 3.47% |
$28.4K - $35.7K
|
5.9K
$912K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
325KNew |
$43.4M - $54.7M
|
325K
$50.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
133+ 5.39% |
$17.8K - $22.4K
|
2.6K
$402K
|