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
|
Grove Bank & Trust
|
BUY
|
- |
2.73K+ 13.86% |
$400K - $458K
|
22.4K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65K+ 66.5% |
$535K - $613K
|
9.13K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-426- 44.19% |
$62.5K - $71.6K
|
538
$77.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-47- 0.77% |
$6.9K - $7.89K
|
6.04K
$867K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.26K+ 42.15% |
$478K - $548K
|
11K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-25- 0.75% |
$3.67K - $4.2K
|
3.33K
$478K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 1.2% |
$189K - $217K
|
109K
$15.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-458- 8.02% |
$67.2K - $76.9K
|
5.25K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-115- 0.22% |
$16.9K - $19.3K
|
52.8K
$7.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-936- 1.74% |
$137K - $157K
|
52.7K
$7.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-148- 0.91% |
$21.7K - $24.9K
|
16.1K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-506- 2.18% |
$74.2K - $85K
|
22.7K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.43K- 1.61% |
$210K - $240K
|
87.2K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 10.62% |
$322K - $369K
|
18.5K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.2K- 5.51% |
$176K - $202K
|
20.6K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 75.0% |
$8.8K - $10.1K
|
140
$20.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 5.52% |
$163K - $187K
|
19K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-39- 0.16% |
$5.72K - $6.55K
|
24.3K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24.6K- 4.86% |
$3.61M - $4.13M
|
482K
$69.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.35K- 47.62% |
$784K - $898K
|
5.88K
$844K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
296K+ 448.12% |
$43.4M - $49.7M
|
362K
$52M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26- 0.54% |
$3.81K - $4.37K
|
4.81K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
612+ 35.92% |
$89.8K - $103K
|
2.32K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$187K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
433+ 7.7% |
$63.5K - $72.7K
|
6.06K
$869K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 7.39% |
$341K - $391K
|
29.2K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$18.3K - $21K
|
71.5K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.97K+ 10.88% |
$289K - $331K
|
20.1K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.86K+ 4.56% |
$1.01M - $1.15M
|
157K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$192K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-233- 0.41% |
$34.2K - $39.1K
|
56.1K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.27K+ 2.79% |
$772K - $884K
|
194K
$27.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.07K+ 81.48% |
$304K - $348K
|
4.62K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 5.47% |
$17.6K - $20.2K
|
2.07K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.9K+ 12.06% |
$3.36M - $3.84M
|
213K
$30.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 10.11% |
$15.3M - $17.5M
|
1.13M
$163M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
536+ 0.45% |
$78.6K - $90K
|
120K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.47K+ 69.66% |
$509K - $582K
|
8.44K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 3.92% |
$238K - $273K
|
39.8K
$5.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.77K- 8.67% |
$260K - $298K
|
18.7K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-622- 3.77% |
$91.3K - $104K
|
15.9K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
203+ 2.18% |
$29.8K - $34.1K
|
9.5K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.98K+ 22.34% |
$291K - $333K
|
10.9K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-768- 1.58% |
$113K - $129K
|
47.9K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-8- 0.15% |
$1.17K - $1.34K
|
5.25K
$754K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
61+ 2.17% |
$8.95K - $10.2K
|
2.87K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-425- 22.62% |
$62.4K - $71.4K
|
1.45K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.83K- 10.24% |
$268K - $307K
|
16K
$2.3M
|