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 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.68K- 6.99% |
$359K - $452K
|
35.7K
$5.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.24K- 34.52% |
$165K - $208K
|
2.34K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
52+ 2.26% |
$6.95K - $8.76K
|
2.35K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 0.17% |
$6.29K - $7.92K
|
28.4K
$4.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
233+ 0.95% |
$31.2K - $39.3K
|
24.9K
$3.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29+ 1.14% |
$3.88K - $4.89K
|
2.58K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-211- 9.19% |
$28.2K - $35.6K
|
2.09K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-146- 7.17% |
$19.5K - $24.6K
|
1.89K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-242- 2.66% |
$32.4K - $40.8K
|
8.86K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.07% |
$134 - $169
|
1.5K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$5.08K - $6.4K
|
38
$5.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
202+ 2.04% |
$27K - $34K
|
10.1K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-872- 28.9% |
$117K - $147K
|
2.15K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
563+ 16.96% |
$75.3K - $94.9K
|
3.88K
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.71K- 21.68% |
$362K - $456K
|
9.78K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 22.8% |
$166K - $209K
|
4.21K
$650K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
300+ 5.34% |
$40.1K - $50.6K
|
5.92K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.47K+ 43.23% |
$865K - $1.09M
|
21.4K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-164- 6.94% |
$21.9K - $27.6K
|
2.2K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58+ 4.22% |
$7.76K - $9.77K
|
1.43K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
150+ 10.51% |
$20.1K - $25.3K
|
1.58K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.13% |
$267 - $337
|
1.53K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-8- 0.95% |
$1.07K - $1.35K
|
833
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-358- 0.9% |
$47.9K - $60.3K
|
39.4K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.09K- 10.5% |
$279K - $352K
|
17.8K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.27K+ 7.28% |
$170K - $214K
|
18.7K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-13.2K- 5.54% |
$1.76M - $2.22M
|
225K
$34.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
559+ 18.73% |
$74.8K - $94.2K
|
3.54K
$547K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.59KNew |
$212K - $267K
|
1.59K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.51K+ 8.76% |
$202K - $255K
|
18.8K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.52K- 1.64% |
$203K - $256K
|
90.8K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.66K+ 16.39% |
$222K - $280K
|
11.8K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-104- 2.35% |
$13.9K - $17.5K
|
4.31K
$666K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-11- 0.52% |
$1.47K - $1.85K
|
2.11K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
429+ 0.78% |
$57.4K - $72.3K
|
55.8K
$8.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
64+ 4.13% |
$8.56K - $10.8K
|
1.62K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2+ 0.09% |
$267 - $337
|
2.17K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-159- 21.4% |
$21.3K - $26.8K
|
584
$90.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-357- 3.61% |
$47.7K - $60.2K
|
9.53K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$1.07K - $1.35K
|
4.62K
$714K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.94K+ 7.12% |
$526K - $663K
|
59.2K
$9.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
21.7K+ 100.34% |
$2.9M - $3.66M
|
43.3K
$6.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$535 - $674
|
3.87K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.97K- 25.59% |
$932K - $1.17M
|
20.3K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
269+ 3.02% |
$36K - $45.3K
|
9.17K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
938+ 1.09% |
$125K - $158K
|
86.7K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
194+ 8.85% |
$25.9K - $32.7K
|
2.39K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
96+ 1.53% |
$12.8K - $16.2K
|
6.39K
$987K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-41- 1.59% |
$5.48K - $6.91K
|
2.54K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
813+ 9.06% |
$109K - $137K
|
9.79K
$1.51M
|