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 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.86K+ 21.57% |
$273K - $312K
|
10.5K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.58KNew |
$231K - $265K
|
1.58K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
192+ 6.02% |
$28.2K - $32.3K
|
3.38K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.77% |
$30.1K - $34.4K
|
11.4K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
114+ 1.79% |
$16.7K - $19.1K
|
6.5K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$587 - $672
|
9.71K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-427- 3.57% |
$62.6K - $71.7K
|
11.5K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-13.3K- 89.37% |
$1.95M - $2.23M
|
1.58K
$214K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-371- 3.03% |
$54.4K - $62.3K
|
11.9K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
133+ 4.29% |
$19.5K - $22.3K
|
3.23K
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
88+ 2.07% |
$12.9K - $14.8K
|
4.34K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-1.75K- 7.76% |
$257K - $294K
|
20.8K
$2.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 1.17% |
$12.9K - $14.8K
|
7.6K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
61+ 0.59% |
$8.95K - $10.2K
|
10.3K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
103+ 2.63% |
$15.1K - $17.3K
|
4.03K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-21- 0.03% |
$3.08K - $3.53K
|
82.5K
$11.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
116+ 119.59% |
$17K - $19.5K
|
213
$28.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.55% |
$4.99K - $5.71K
|
6.25K
$846K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-251- 1.3% |
$36.8K - $42.2K
|
19.1K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
358+ 1.68% |
$52.5K - $60.1K
|
21.7K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-203- 4.2% |
$29.8K - $34.1K
|
4.63K
$626K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-137- 4.23% |
$20.1K - $23K
|
3.1K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$265K - $304K
|
1.81K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-64- 2.1% |
$9.39K - $10.8K
|
2.99K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 3.08% |
$496K - $567K
|
113K
$15.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 10.19% |
$27.9K - $31.9K
|
1.67K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 9.32% |
$573K - $656K
|
38K
$5.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.05K+ 6.17% |
$153K - $176K
|
18K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-81- 0.96% |
$11.9K - $13.6K
|
8.37K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
427+ 12.06% |
$62.6K - $71.7K
|
3.97K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-93- 1.8% |
$13.6K - $15.6K
|
5.07K
$687K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-574- 15.88% |
$84.2K - $96.4K
|
3.04K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
125+ 8.45% |
$18.3K - $21K
|
1.61K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.36K- 8.35% |
$200K - $229K
|
14.9K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 5.93% |
$228K - $261K
|
24.6K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-600- 1.64% |
$88K - $101K
|
35.9K
$4.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-170- 5.34% |
$24.9K - $28.6K
|
3.01K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
586+ 2.08% |
$86K - $98.4K
|
28.8K
$3.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$165K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
59+ 0.7% |
$8.66K - $9.91K
|
8.52K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.2K+ 25.68% |
$616K - $705K
|
20.5K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.22% |
$7.34K - $8.4K
|
22.7K
$3.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14K+ 3.15% |
$167K - $191K
|
37.2K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
396+ 11.84% |
$58.1K - $66.5K
|
3.74K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$16.3K - $18.6K
|
6.13K
$830K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.85K- 16.41% |
$271K - $310K
|
9.41K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-360- 1.45% |
$52.8K - $60.5K
|
24.5K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.06K+ 7.92% |
$156K - $178K
|
14.5K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.08K+ 10.98% |
$305K - $349K
|
21K
$2.84M
|