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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
69+ 0.32% |
$10.1K - $11.6K
|
21.4K
$3.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.29K- 35.06% |
$189K - $217K
|
2.39K
$343K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
609+ 1.26% |
$89.3K - $102K
|
48.9K
$7.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
568+ 2.27% |
$83.3K - $95.4K
|
25.6K
$3.67M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.26K+ 54.92% |
$625K - $716K
|
12K
$1.73M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
919+ 2.21% |
$135K - $154K
|
42.4K
$6.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
204+ 2.15% |
$29.9K - $34.3K
|
9.68K
$1.39M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-6.62K- 72.92% |
$971K - $1.11M
|
2.46K
$353K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-492- 2.24% |
$72.2K - $82.6K
|
21.4K
$3.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.37K+ 41.54% |
$201K - $230K
|
4.66K
$669K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
68+ 0.26% |
$9.98K - $11.4K
|
26.7K
$3.83M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$195K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 19.56% |
$151K - $173K
|
4.23K
$607K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.44K+ 2.71% |
$799K - $914K
|
206K
$29.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-393- 2.56% |
$57.7K - $66K
|
15K
$2.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-884- 5.89% |
$130K - $148K
|
14.1K
$2.03M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.21K+ 48.58% |
$323K - $370K
|
6.74K
$968K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-307- 1.81% |
$45K - $51.6K
|
16.6K
$2.38M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.56M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$175K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-7.57K- 4.34% |
$1.11M - $1.27M
|
167K
$23.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
170+ 2.11% |
$24.9K - $28.6K
|
8.24K
$1.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-368- 1.62% |
$54K - $61.8K
|
22.4K
$3.21M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-678- 12.5% |
$99.5K - $114K
|
4.74K
$681K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.5K- 10.33% |
$660K - $756K
|
39.1K
$5.61M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-894- 40.07% |
$131K - $150K
|
1.34K
$192K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.26K- 2.02% |
$185K - $211K
|
61.1K
$8.78M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.41K+ 3.07% |
$1.38M - $1.58M
|
316K
$45.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.5K- 1.42% |
$1.55M - $1.77M
|
734K
$105M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
389+ 2.04% |
$57.1K - $65.3K
|
19.4K
$2.79M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
464+ 25.75% |
$68.1K - $77.9K
|
2.27K
$325K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-516- 2.09% |
$75.7K - $86.7K
|
24.2K
$3.47M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-65- 4.18% |
$9.54K - $10.9K
|
1.49K
$214K
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
203+ 1.17% |
$28.7K - $33K
|
17.5K
$2.51M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
2.19KNew |
$310K - $356K
|
2.19K
$315K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
3.58KNew |
$506K - $583K
|
3.58K
$514K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.5K+ 5.29% |
$4.87M - $5.61M
|
688K
$98.7M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.5KNew |
$1.62M - $1.87M
|
11.5K
$1.65M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
7.09K+ 9.56% |
$1M - $1.15M
|
81.3K
$11.7M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
77.6K+ 2.6% |
$11M - $12.6M
|
3.06M
$439M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
57.5K+ 9.27% |
$8.11M - $9.34M
|
677K
$97.2M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
219+ 1.04% |
$30.9K - $35.6K
|
21.2K
$3.04M
|
|
|
May 16, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
246KNew |
$34.7M - $40M
|
246K
$35.3M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
500+ 5.16% |
$70.6K - $81.3K
|
10.2K
$1.46M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
14.4KNew |
$2.03M - $2.34M
|
14.4K
$2.07M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
500New |
$70.6K - $81.3K
|
500
$71.8K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-778- 1.32% |
$110K - $126K
|
58.4K
$8.38M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-156- 0.34% |
$22K - $25.4K
|
45.7K
$6.56M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
440New |
$62.1K - $71.5K
|
440
$63.2K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-664- 18.94% |
$93.7K - $108K
|
2.84K
$408K
|
|