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 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 1.93% |
$87.7K - $100K
|
31.5K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 19.07% |
$61.9K - $70.9K
|
2.64K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-811- 2.89% |
$119K - $136K
|
27.2K
$3.91M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
441+ 7.74% |
$64.7K - $74.1K
|
6.14K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-147- 4.14% |
$21.6K - $24.7K
|
3.41K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-88- 1.36% |
$12.9K - $14.8K
|
6.39K
$918K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-323- 1.94% |
$47.4K - $54.3K
|
16.4K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.33K- 17.6% |
$929K - $1.06M
|
29.7K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-125- 17.01% |
$18.3K - $21K
|
610
$87.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$174K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 1.68% |
$13.8K - $15.8K
|
5.49K
$788K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.5% |
$14.5K - $16.6K
|
19.8K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.7K- 14.34% |
$396K - $453K
|
16.1K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.09K+ 11.63% |
$160K - $183K
|
10.5K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
46+ 1.71% |
$6.75K - $7.73K
|
2.74K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.5K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-160- 1.55% |
$23.5K - $26.9K
|
10.2K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-842- 2.32% |
$124K - $141K
|
35.5K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 3.87% |
$12.5K - $14.3K
|
2.11K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.5K+ 44.26% |
$2.56M - $2.93M
|
56.9K
$8.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 0.64% |
$1.13M - $1.29M
|
1.21M
$174M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-48- 1.12% |
$7.04K - $8.06K
|
4.25K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.57K+ 86.44% |
$671K - $768K
|
9.86K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 2.56% |
$26.4K - $30.2K
|
7.21K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
61+ 0.84% |
$8.95K - $10.2K
|
7.31K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.1K+ 24.48% |
$455K - $520K
|
15.8K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-9.16K- 78.66% |
$1.34M - $1.54M
|
2.49K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100+ 15.55% |
$14.7K - $16.8K
|
743
$107K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.23K+ 26.91% |
$1.21M - $1.38M
|
38.8K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.79K - $3.19K
|
16.4K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$915K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 0.38% |
$17.6K - $20.2K
|
31.1K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.19% |
$147 - $168
|
518
$74.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
120+ 0.47% |
$17.6K - $20.2K
|
25.6K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.29K- 6.58% |
$777K - $889K
|
75.1K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-123- 5.16% |
$18K - $20.7K
|
2.26K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-45- 1.95% |
$6.6K - $7.56K
|
2.26K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-3.34K- 8.0% |
$490K - $561K
|
38.4K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 8.72% |
$3.15M - $3.6M
|
267K
$38.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-59- 0.05% |
$8.66K - $9.91K
|
119K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
198+ 0.74% |
$29K - $33.3K
|
26.8K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 6.0% |
$599K - $685K
|
72.1K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
4+ 0.01% |
$587 - $672
|
27.5K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
188+ 8.91% |
$27.6K - $31.6K
|
2.3K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278+ 6.6% |
$40.8K - $46.7K
|
4.49K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.31K- 2.97% |
$338K - $388K
|
75.3K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-275- 9.59% |
$40.3K - $46.2K
|
2.59K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.41K+ 3.88% |
$354K - $405K
|
64.5K
$9.26M
|