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 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
549+ 0.46% |
$80.5K - $92.2K
|
119K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.39KNew |
$203K - $233K
|
1.39K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.46% |
$2.49K - $2.86K
|
3.71K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.4K+ 8.93% |
$205K - $235K
|
17K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
248+ 8.31% |
$36.4K - $41.7K
|
3.23K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 9.16% |
$185K - $212K
|
15K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
8.59K+ 214.96% |
$1.26M - $1.44M
|
12.6K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 4.81% |
$493K - $565K
|
73.3K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8.83K- 2.33% |
$1.3M - $1.48M
|
371K
$53.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
56+ 1.62% |
$8.22K - $9.41K
|
3.51K
$504K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
194+ 2.06% |
$28.5K - $32.6K
|
9.63K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43+ 0.72% |
$6.31K - $7.22K
|
6.05K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-7.07K- 12.75% |
$1.04M - $1.19M
|
48.4K
$6.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 14.79% |
$1.84M - $2.11M
|
97.3K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-20- 0.56% |
$2.93K - $3.36K
|
3.58K
$514K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-291- 10.64% |
$42.7K - $48.9K
|
2.44K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
263+ 4.99% |
$38.6K - $44.2K
|
5.54K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
140+ 1.04% |
$20.5K - $23.5K
|
13.6K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
140+ 9.92% |
$20.5K - $23.5K
|
1.55K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
279+ 3.68% |
$40.9K - $46.9K
|
7.86K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-52- 1.77% |
$7.63K - $8.73K
|
2.89K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-109- 2.11% |
$16K - $18.3K
|
5.05K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-38- 1.98% |
$5.57K - $6.38K
|
1.88K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 6.77% |
$2.97M - $3.41M
|
320K
$45.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1- 0.4% |
$147 - $168
|
249
$35.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.34K- 26.48% |
$197K - $226K
|
3.73K
$535K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-205- 1.31% |
$30.1K - $34.4K
|
15.4K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-324- 0.35% |
$47.5K - $54.4K
|
93.1K
$13.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
14.3K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-8.48K- 3.53% |
$1.24M - $1.42M
|
231K
$33.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-469- 0.65% |
$68.8K - $78.8K
|
71.4K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
131+ 3.93% |
$19.2K - $22K
|
3.47K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.19K+ 7.45% |
$615K - $704K
|
60.5K
$8.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
4.8KNew |
$705K - $807K
|
4.8K
$690K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.84K- 2.46% |
$857K - $981K
|
231K
$33.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
302+ 0.49% |
$44.3K - $50.7K
|
62.1K
$8.91M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 714.06% |
$67K - $76.8K
|
521
$74.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-35- 2.78% |
$5.13K - $5.88K
|
1.23K
$176K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
447+ 2.08% |
$65.6K - $75.1K
|
22K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
262+ 8.57% |
$38.4K - $44K
|
3.32K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 17.86% |
$504K - $577K
|
22.7K
$3.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-39- 1.34% |
$5.72K - $6.55K
|
2.86K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
571+ 9.49% |
$83.8K - $95.9K
|
6.59K
$945K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
346+ 0.9% |
$50.8K - $58.1K
|
38.7K
$5.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-601- 3.2% |
$88.2K - $101K
|
18.2K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 25.84% |
$2.72M - $3.11M
|
90.3K
$13M
|