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 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 10.52% |
$29.6K - $33.9K
|
1.72K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10- 0.65% |
$1.47K - $1.68K
|
1.53K
$219K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
223+ 0.93% |
$32.7K - $37.5K
|
24.1K
$3.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-146- 3.09% |
$21.4K - $24.5K
|
4.58K
$657K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-9.61K- 15.7% |
$1.41M - $1.61M
|
51.6K
$7.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
114+ 6.26% |
$16.7K - $19.1K
|
1.94K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40+ 1.94% |
$5.87K - $6.72K
|
2.1K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-215- 1.88% |
$31.5K - $36.1K
|
11.2K
$1.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
344+ 0.16% |
$50.5K - $57.8K
|
221K
$31.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
85+ 13.24% |
$12.5K - $14.3K
|
727
$104K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.12K+ 2.19% |
$310K - $355K
|
98.7K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 3.21% |
$16.9K - $19.3K
|
3.69K
$530K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-130- 1.77% |
$19.1K - $21.8K
|
7.23K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
45+ 0.09% |
$6.6K - $7.56K
|
52.3K
$7.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$193K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.42K+ 1.55% |
$208K - $238K
|
92.6K
$13.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 4.3% |
$480K - $550K
|
79.4K
$11.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
24+ 0.4% |
$3.52K - $4.03K
|
6.01K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.49KNew |
$218K - $250K
|
1.49K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
119+ 5.14% |
$17.5K - $20K
|
2.44K
$350K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.94K- 17.69% |
$871K - $997K
|
27.6K
$3.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-424- 4.81% |
$62.2K - $71.2K
|
8.39K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
140+ 1.71% |
$20.5K - $23.5K
|
8.32K
$1.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 16.15% |
$788K - $902K
|
38.6K
$5.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
335+ 3.27% |
$49.1K - $56.3K
|
10.6K
$1.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-14- 0.17% |
$2.05K - $2.35K
|
8.05K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
676+ 1.96% |
$99.2K - $114K
|
35.2K
$5.06M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-332- 1.78% |
$48.7K - $55.8K
|
18.3K
$2.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$187K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.2% |
$155K - $177K
|
86.5K
$12.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
582+ 0.93% |
$85.4K - $97.8K
|
63.3K
$9.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
179+ 7.83% |
$26.3K - $30.1K
|
2.47K
$354K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.28K+ 38.27% |
$334K - $382K
|
8.22K
$1.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-74- 1.41% |
$10.9K - $12.4K
|
5.16K
$741K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.91K+ 2.86% |
$428K - $489K
|
105K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-56- 0.13% |
$8.22K - $9.41K
|
44.5K
$6.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-341- 6.56% |
$50K - $57.3K
|
4.86K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
976+ 14.79% |
$143K - $164K
|
7.58K
$1.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-4.17K- 15.2% |
$611K - $700K
|
23.2K
$3.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
512+ 11.6% |
$75.1K - $86K
|
4.92K
$707K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
512+ 4.3% |
$75.1K - $86K
|
12.4K
$1.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
100New |
$14.7K - $16.8K
|
100
$14.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.14K- 3.32% |
$168K - $192K
|
33.3K
$4.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
482+ 6.57% |
$70.7K - $81K
|
7.82K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-75- 0.37% |
$11K - $12.6K
|
20.4K
$2.93M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-137- 0.34% |
$20.1K - $23K
|
39.7K
$5.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-829- 21.75% |
$122K - $139K
|
2.98K
$428K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
84+ 1.17% |
$12.3K - $14.1K
|
7.25K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
15.9K+ 4.03% |
$2.33M - $2.67M
|
410K
$58.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74K+ 1.58% |
$256K - $293K
|
112K
$16.1M
|