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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.85% |
$4.55K - $5.73K
|
4.02K
$621K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
101+ 3.76% |
$13.5K - $17K
|
2.79K
$431K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.33K- 1.05% |
$445K - $561K
|
313K
$48.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-86- 1.79% |
$11.5K - $14.5K
|
4.71K
$728K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-73- 1.25% |
$9.76K - $12.3K
|
5.76K
$890K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32+ 2.15% |
$4.28K - $5.39K
|
1.52K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
650+ 0.7% |
$86.9K - $110K
|
93.2K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-13.2K- 2.67% |
$1.76M - $2.22M
|
481K
$74.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-85K- 75.22% |
$11.4M - $14.3M
|
28K
$4.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.09% |
$535 - $674
|
4.28K
$662K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102+ 0.33% |
$13.6K - $17.2K
|
30.9K
$4.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 2.02% |
$4.01K - $5.06K
|
1.52K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
200New |
$26.7K - $33.7K
|
200
$30.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-96- 3.69% |
$12.8K - $16.2K
|
2.51K
$387K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.23K+ 20.59% |
$566K - $713K
|
24.8K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
68+ 0.59% |
$9.09K - $11.5K
|
11.6K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-273- 4.22% |
$36.5K - $46K
|
6.2K
$958K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-149- 31.97% |
$19.9K - $25.1K
|
317
$49K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 21.57% |
$7.36K - $9.27K
|
200
$30.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38+ 0.47% |
$5.08K - $6.4K
|
8.09K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
611+ 3.14% |
$81.7K - $103K
|
20K
$3.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
375+ 5.19% |
$50.1K - $63.2K
|
7.61K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.1K+ 5.37% |
$1.48M - $1.87M
|
218K
$33.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
304+ 41.82% |
$40.7K - $51.2K
|
1.03K
$159K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-964- 14.29% |
$129K - $162K
|
5.78K
$893K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-392- 1.84% |
$52.4K - $66.1K
|
20.9K
$3.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-54- 0.36% |
$7.22K - $9.1K
|
15.1K
$2.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
SELL
|
- |
-1.85K- 31.8% |
$247K - $311K
|
3.96K
$612K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.77K+ 8.14% |
$236K - $297K
|
23.5K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
220+ 7.36% |
$29.4K - $37.1K
|
3.21K
$496K
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 11.9% |
$201K - $253K
|
11.1K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-327- 7.94% |
$43.7K - $55.1K
|
3.79K
$585K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-465- 16.41% |
$62.2K - $78.4K
|
2.37K
$366K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
46.7K+ 20.16% |
$6.24M - $7.86M
|
278K
$42.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
909+ 3.4% |
$122K - $153K
|
27.6K
$4.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-335- 2.37% |
$44.8K - $56.5K
|
13.8K
$2.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-139- 1.08% |
$18.6K - $23.4K
|
12.7K
$1.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 4.93% |
$11.4K - $14.3K
|
1.64K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$267 - $337
|
4.85K
$749K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.44K- 4.86% |
$727K - $916K
|
106K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-48- 2.47% |
$6.42K - $8.09K
|
1.89K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
315+ 10.19% |
$42.1K - $53.1K
|
3.41K
$526K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
137+ 6.05% |
$18.3K - $23.1K
|
2.4K
$371K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
917+ 2.16% |
$123K - $155K
|
43.3K
$6.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-79- 3.55% |
$10.6K - $13.3K
|
2.15K
$331K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.68% |
$25.5K - $32.2K
|
11.2K
$1.73M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
698+ 16.51% |
$93.3K - $118K
|
4.93K
$761K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
72+ 3.15% |
$9.63K - $12.1K
|
2.36K
$364K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.75K- 30.96% |
$502K - $632K
|
8.37K
$1.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.48K
$229K
|