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 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
333+ 6.21% |
$48.9K - $55.9K
|
5.69K
$817K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
218+ 3.48% |
$32K - $36.6K
|
6.49K
$931K
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$244K - $280K
|
125K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 1.05% |
$149K - $170K
|
96K
$13.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-112- 6.12% |
$16.4K - $18.8K
|
1.72K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
11+ 0.73% |
$1.61K - $1.85K
|
1.52K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.18% |
$3.81K - $4.37K
|
14.4K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.96K+ 30.59% |
$435K - $498K
|
12.7K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
734+ 3.42% |
$108K - $123K
|
22.2K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10+ 0.19% |
$1.47K - $1.68K
|
5.28K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$440 - $504
|
4.49K
$645K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.5K- 13.71% |
$1.69M - $1.93M
|
72.4K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-899- 3.51% |
$132K - $151K
|
24.7K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.54K- 10.31% |
$519K - $595K
|
30.8K
$4.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-89- 1.31% |
$13.1K - $14.9K
|
6.71K
$963K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.78K- 2.32% |
$995K - $1.14M
|
286K
$41M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.88K+ 3.8% |
$275K - $315K
|
51.2K
$7.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-587- 0.81% |
$86.1K - $98.6K
|
71.9K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
30KNew |
$4.4M - $5.03M
|
30K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31+ 2.98% |
$4.55K - $5.21K
|
1.07K
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-28- 1.43% |
$4.11K - $4.7K
|
1.93K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.1KNew |
$455K - $521K
|
3.1K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 1.26% |
$3.67K - $4.2K
|
1.97K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-233- 14.18% |
$34.2K - $39.1K
|
1.41K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
834+ 45.23% |
$122K - $140K
|
2.68K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-550- 0.84% |
$80.7K - $92.4K
|
64.9K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 0.23% |
$6.02K - $6.89K
|
18.1K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
550+ 4.1% |
$80.7K - $92.4K
|
14K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-135- 5.84% |
$19.8K - $22.7K
|
2.18K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
919+ 6.51% |
$135K - $154K
|
15K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
28+ 0.22% |
$4.11K - $4.7K
|
12.5K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-59- 1.52% |
$8.66K - $9.91K
|
3.82K
$548K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-316- 19.4% |
$46.4K - $53.1K
|
1.31K
$188K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 15.88% |
$332K - $380K
|
12K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
904+ 23.21% |
$133K - $152K
|
4.8K
$689K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.02K+ 32.77% |
$1.03M - $1.18M
|
28.4K
$4.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 4.69% |
$451K - $517K
|
68.7K
$9.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.85% |
$33K - $37.8K
|
3.62K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-140- 2.31% |
$20.5K - $23.5K
|
5.93K
$851K
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
771+ 0.39% |
$113K - $130K
|
201K
$28.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
170+ 1.79% |
$24.9K - $28.6K
|
9.68K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32K+ 2.04% |
$340K - $389K
|
116K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-129- 3.34% |
$18.9K - $21.7K
|
3.74K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
138+ 3.83% |
$20.2K - $23.2K
|
3.74K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.26KNew |
$185K - $211K
|
1.26K
$181K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150+ 0.76% |
$22K - $25.2K
|
20K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-325- 1.58% |
$47.7K - $54.6K
|
20.3K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
374+ 1.84% |
$54.9K - $62.8K
|
20.7K
$2.98M
|