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 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-137- 9.56% |
$20.1K - $23K
|
1.3K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$190K - $218K
|
1.3K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-848- 39.37% |
$124K - $142K
|
1.31K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.76KNew |
$698K - $799K
|
4.76K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1K+ 22.66% |
$147K - $168K
|
5.41K
$836K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-937- 8.07% |
$137K - $157K
|
10.7K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-131- 5.0% |
$19.2K - $22K
|
2.49K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.18K+ 2.2% |
$174K - $199K
|
54.9K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.71K- 16.3% |
$251K - $287K
|
8.78K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
70+ 437.5% |
$10.3K - $11.8K
|
86
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-25- 0.39% |
$3.67K - $4.2K
|
6.46K
$998K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$1.65M - $1.89M
|
11.2K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-87- 5.73% |
$12.8K - $14.6K
|
1.43K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-81- 1.96% |
$11.9K - $13.6K
|
4.05K
$625K
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.42K+ 174.37% |
$354K - $406K
|
3.8K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
339+ 10.55% |
$49.7K - $56.9K
|
3.55K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
179+ 267.16% |
$26.3K - $30.1K
|
246
$38K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
196KNew |
$28.8M - $33M
|
196K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-39- 5.52% |
$5.72K - $6.55K
|
667
$103K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-15.4K- 69.59% |
$2.26M - $2.58M
|
6.72K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-250- 7.37% |
$36.7K - $42K
|
3.14K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
62K+ 815.79% |
$9.1M - $10.4M
|
69.6K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3- 0.02% |
$440 - $504
|
15.3K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-18- 0.55% |
$2.64K - $3.02K
|
3.24K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.6K+ 106.79% |
$822K - $941K
|
10.8K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-256K- 52.59% |
$37.6M - $43.1M
|
231K
$35.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 7.71% |
$242M - $277M
|
23M
$3.55B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
47+ 3.13% |
$6.9K - $7.89K
|
1.55K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$266K - $304K
|
1.81K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 9.24% |
$179K - $205K
|
14.4K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.75K- 7.57% |
$403K - $462K
|
33.6K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.07KNew |
$450K - $515K
|
3.07K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 14.16% |
$29.3K - $33.6K
|
1.21K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-24.6K- 15.52% |
$3.61M - $4.13M
|
134K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-125- 1.71% |
$18.3K - $21K
|
7.17K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-282- 7.22% |
$41.4K - $47.4K
|
3.62K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
195+ 11.71% |
$28.6K - $32.8K
|
1.86K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.48K- 4.36% |
$218K - $249K
|
32.5K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
648+ 4.47% |
$95.1K - $109K
|
15.1K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.97KNew |
$876K - $1M
|
5.97K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
169+ 1.67% |
$24.8K - $28.4K
|
10.3K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.4K- 41.43% |
$793K - $908K
|
7.64K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
25.8KNew |
$3.78M - $4.33M
|
25.8K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.22KNew |
$179K - $204K
|
1.22K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-16- 0.64% |
$2.35K - $2.69K
|
2.5K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-79- 5.37% |
$11.6K - $13.3K
|
1.39K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
280+ 18.32% |
$41.1K - $47K
|
1.81K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.11K+ 296.28% |
$163K - $187K
|
1.49K
$230K
|