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 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
175+ 11.54% |
$23.4K - $29.5K
|
1.69K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.75K+ 19.16% |
$233K - $294K
|
10.9K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-341- 31.11% |
$45.6K - $57.5K
|
755
$117K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
241+ 4.79% |
$32.2K - $40.6K
|
5.28K
$815K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
338+ 6.65% |
$45.2K - $57K
|
5.42K
$837K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.97KNew |
$263K - $331K
|
1.97K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
401+ 0.55% |
$53.6K - $67.6K
|
72.8K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
942+ 20.95% |
$126K - $159K
|
5.44K
$840K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-41.5K- 4.95% |
$5.55M - $6.99M
|
797K
$123M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-231- 52.26% |
$30.9K - $38.9K
|
211
$32.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 15.87% |
$135K - $171K
|
5.37K
$829K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
369New |
$49.3K - $62.2K
|
369
$57K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17+ 1.49% |
$2.27K - $2.86K
|
1.16K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 12.29% |
$550K - $693K
|
29.4K
$4.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.83% |
$160K - $201K
|
25.9K
$4M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-170- 10.33% |
$22.7K - $28.6K
|
1.48K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
128+ 1.49% |
$17.1K - $21.6K
|
8.72K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-7.76K- 31.05% |
$1.04M - $1.31M
|
17.2K
$2.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-237- 7.68% |
$31.7K - $39.9K
|
2.85K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.84K- 5.35% |
$246K - $311K
|
32.6K
$5.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.46K+ 48.75% |
$330K - $415K
|
7.52K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-37- 2.53% |
$4.95K - $6.23K
|
1.43K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-507- 6.67% |
$67.8K - $85.4K
|
7.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.94K- 10.85% |
$393K - $496K
|
24.2K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
615+ 1.93% |
$82.2K - $104K
|
32.5K
$5.03M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
37+ 1.76% |
$4.95K - $6.23K
|
2.14K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-94- 1.1% |
$12.6K - $15.8K
|
8.48K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.78K- 4.9% |
$239K - $301K
|
34.6K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.53K+ 0.76% |
$205K - $258K
|
202K
$31.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-510- 3.09% |
$68.2K - $85.9K
|
16K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 40.82% |
$444K - $559K
|
11.5K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
970+ 13.5% |
$130K - $163K
|
8.16K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1- 0.05% |
$134 - $169
|
2.07K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
877+ 5.85% |
$117K - $148K
|
15.9K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.53K- 0.94% |
$873K - $1.1M
|
686K
$106M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
526+ 30.07% |
$70.3K - $88.6K
|
2.28K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-756- 1.43% |
$101K - $127K
|
52K
$8.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.09% |
$401 - $506
|
3.52K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.3% |
$2.14K - $2.7K
|
5.33K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
99+ 0.53% |
$13.2K - $16.7K
|
18.9K
$2.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.13K+ 39.96% |
$553K - $696K
|
14.5K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-121- 5.85% |
$16.2K - $20.4K
|
1.95K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.58K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
174+ 1.24% |
$23.3K - $29.3K
|
14.2K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.19KNew |
$292K - $368K
|
2.19K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-350- 9.6% |
$46.8K - $59K
|
3.29K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-35- 2.25% |
$4.68K - $5.9K
|
1.52K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
57+ 1.76% |
$7.62K - $9.61K
|
3.29K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
309+ 8.13% |
$41.3K - $52.1K
|
4.11K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
41+ 1.38% |
$5.48K - $6.91K
|
3K
$464K
|