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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
151+ 3.92% |
$22K - $24.4K
|
4K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
47+ 1.23% |
$6.84K - $7.61K
|
3.87K
$595K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-218- 1.35% |
$31.7K - $35.3K
|
16K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.26K+ 29.99% |
$184K - $204K
|
5.47K
$841K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12.2K- 77.89% |
$1.78M - $1.97M
|
3.46K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.8K- 45.24% |
$3.33M - $3.7M
|
27.6K
$4.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-211- 1.07% |
$30.7K - $34.1K
|
19.5K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.45KNew |
$211K - $234K
|
1.45K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-191- 3.46% |
$27.8K - $30.9K
|
5.33K
$820K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-95- 0.47% |
$13.8K - $15.4K
|
20.1K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.42K+ 25.28% |
$207K - $230K
|
7.04K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.67% |
$3.93K - $4.37K
|
4.05K
$622K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
219+ 7.35% |
$31.9K - $35.4K
|
3.2K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.11% |
$437 - $485
|
2.82K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.27K- 2.64% |
$1.2M - $1.34M
|
305K
$46.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
216+ 1.21% |
$31.4K - $35K
|
18.1K
$2.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.63KNew |
$237K - $263K
|
1.63K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.36K+ 1.82% |
$198K - $220K
|
76.3K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-2.55K- 5.98% |
$371K - $413K
|
40K
$6.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
BUY
|
- |
1.38KNew |
$200K - $223K
|
1.38K
$212K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
62.4K+ 5.1% |
$9.08M - $10.1M
|
1.29M
$198M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
90+ 0.75% |
$13.1K - $14.6K
|
12K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6+ 0.89% |
$873 - $971
|
682
$105K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-9.5K- 4.95% |
$1.38M - $1.54M
|
182K
$28.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
44.8K+ 33.58% |
$6.53M - $7.25M
|
178K
$27.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
122K+ 23.88% |
$17.8M - $19.7M
|
633K
$97.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-163- 0.94% |
$23.7K - $26.4K
|
17.2K
$2.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
634+ 18.05% |
$92.3K - $103K
|
4.15K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.75K- 31.19% |
$254K - $283K
|
3.86K
$593K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
240+ 1.53% |
$34.9K - $38.8K
|
15.9K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-576- 3.27% |
$83.8K - $93.2K
|
17K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
17.8K+ 5.06% |
$2.59M - $2.88M
|
370K
$56.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
36+ 128.57% |
$5.24K - $5.83K
|
64
$9.84K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
547+ 7.46% |
$79.6K - $88.5K
|
7.88K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-296- 2.19% |
$43.1K - $47.9K
|
13.2K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.85K+ 1.49% |
$561K - $624K
|
262K
$40.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
62+ 0.62% |
$9.03K - $10K
|
10.1K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-8.62K- 4.3% |
$1.26M - $1.4M
|
192K
$29.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-825- 0.49% |
$120K - $134K
|
167K
$25.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-7.16K- 9.56% |
$1.04M - $1.16M
|
67.8K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$146 - $162
|
14.8K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.15K- 7.44% |
$167K - $185K
|
14.2K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.73K+ 21.12% |
$252K - $280K
|
9.93K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165+ 79.33% |
$24K - $26.7K
|
373
$57.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.07K- 16.43% |
$447K - $497K
|
15.6K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
394+ 3.36% |
$57.4K - $63.8K
|
12.1K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.31KNew |
$190K - $212K
|
1.31K
$201K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.88K+ 122.54% |
$1.44M - $1.6M
|
17.9K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-766- 35.12% |
$112K - $124K
|
1.42K
$218K
|