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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-446- 10.03% |
$65.4K - $74.9K
|
4K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
700+ 19.49% |
$103K - $118K
|
4.29K
$663K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
269New |
$39.5K - $45.2K
|
269
$41.5K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-174- 12.14% |
$25.5K - $29.2K
|
1.26K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
218K+ 80.63% |
$32M - $36.7M
|
489K
$75.5M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$14.7K - $16.8K
|
100
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
72+ 4.41% |
$10.6K - $12.1K
|
1.71K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
389+ 1.13% |
$57.1K - $65.3K
|
34.7K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-185- 0.62% |
$27.1K - $31.1K
|
29.7K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
450+ 1.75% |
$66K - $75.6K
|
26.1K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 0.34% |
$880 - $1.01K
|
1.75K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-60- 0.57% |
$8.8K - $10.1K
|
10.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.68KNew |
$246K - $282K
|
1.68K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-20- 1.04% |
$2.93K - $3.36K
|
1.9K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
60KNew |
$8.8M - $10.1M
|
60K
$9.27M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
476K+ 6945.73% |
$69.9M - $80M
|
483K
$74.6M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.12% |
$587 - $672
|
360
$55.6K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.01K+ 6.08% |
$148K - $170K
|
17.6K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.41% |
$2.93K - $3.36K
|
4.88K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.17K+ 12.46% |
$171K - $196K
|
10.5K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.33% |
$14.2K - $16.3K
|
29.3K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
72+ 4.21% |
$10.6K - $12.1K
|
1.78K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-26.4K- 1.52% |
$3.87M - $4.43M
|
1.71M
$263M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14K- 84.5% |
$2.05M - $2.35M
|
2.57K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
38.1K+ 987.54% |
$5.59M - $6.4M
|
42K
$6.48M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-274- 4.7% |
$40.2K - $46K
|
5.56K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-66.1K- 3.3% |
$9.7M - $11.1M
|
1.94M
$300M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.95KClosed |
$286K - $327K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.39KNew |
$203K - $233K
|
1.39K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-400- 3.05% |
$58.7K - $67.2K
|
12.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.53KNew |
$664K - $761K
|
4.53K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
16.4K+ 4.93% |
$2.41M - $2.75M
|
349K
$53.9M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
55.1K+ 169.44% |
$8.08M - $9.25M
|
87.6K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-921- 8.56% |
$135K - $155K
|
9.84K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
78+ 3.46% |
$11.4K - $13.1K
|
2.33K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 17.32% |
$88K - $101K
|
2.87K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-226- 1.9% |
$33.2K - $38K
|
11.7K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
181KNew |
$26.6M - $30.5M
|
181K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-17- 77.27% |
$2.49K - $2.86K
|
5
$772
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
111+ 426.92% |
$16.3K - $18.6K
|
137
$21.2K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-23.1K- 73.18% |
$3.39M - $3.88M
|
8.47K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.74KNew |
$255K - $292K
|
1.74K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-43- 0.39% |
$6.31K - $7.22K
|
10.9K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-942- 19.28% |
$138K - $158K
|
3.95K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-38- 0.8% |
$5.57K - $6.38K
|
4.71K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
350+ 4.94% |
$51.3K - $58.8K
|
7.44K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
41.4K+ 283.51% |
$6.08M - $6.96M
|
56K
$8.65M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.13K- 71.73% |
$459K - $526K
|
1.23K
$191K
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-271- 6.24% |
$39.8K - $45.5K
|
4.07K
$629K
|