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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-341- 10.56% |
$49.6K - $55.2K
|
2.89K
$444K
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
670+ 11.4% |
$97.5K - $108K
|
6.55K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-364- 14.53% |
$53K - $58.9K
|
2.14K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 0.1% |
$3.64K - $4.05K
|
24.3K
$3.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
520+ 18.16% |
$75.7K - $84.2K
|
3.38K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
49+ 2.66% |
$7.13K - $7.93K
|
1.89K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3K- 36.8% |
$437K - $486K
|
5.15K
$793K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
381+ 8.02% |
$55.5K - $61.7K
|
5.13K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-949- 0.34% |
$138K - $154K
|
281K
$43.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-60.7K- 42.24% |
$8.84M - $9.83M
|
83K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4.69K- 61.78% |
$682K - $759K
|
2.9K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
123+ 1.98% |
$17.9K - $19.9K
|
6.33K
$973K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.75K+ 31.98% |
$837K - $931K
|
23.7K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.89K+ 26.77% |
$711K - $791K
|
23.1K
$3.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
141+ 1.85% |
$20.5K - $22.8K
|
7.75K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$242K - $269K
|
1.66K
$256K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
50+ 1.3% |
$7.28K - $8.09K
|
3.9K
$600K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-4K- 62.92% |
$582K - $647K
|
2.36K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
3.32K+ 39.59% |
$483K - $537K
|
11.7K
$1.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
65+ 1.25% |
$9.46K - $10.5K
|
5.29K
$813K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
36.5KNew |
$5.31M - $5.9M
|
36.5K
$5.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.36K+ 445.3% |
$489K - $544K
|
4.12K
$633K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.54K- 21.03% |
$224K - $250K
|
5.79K
$890K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
173+ 3.24% |
$25.2K - $28K
|
5.51K
$847K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.4K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-396- 5.21% |
$57.6K - $64.1K
|
7.2K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.03K- 10.51% |
$296K - $329K
|
17.3K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-74- 0.53% |
$10.8K - $12K
|
13.8K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.7% |
$14.6K - $16.2K
|
1.86K
$285K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.04K+ 42.18% |
$151K - $168K
|
3.49K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-125- 0.32% |
$18.2K - $20.2K
|
39.3K
$6.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
59+ 2.32% |
$8.59K - $9.55K
|
2.6K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
775+ 15.4% |
$113K - $125K
|
5.81K
$893K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.53K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
86+ 1.77% |
$12.5K - $13.9K
|
4.94K
$760K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
69+ 2.42% |
$10K - $11.2K
|
2.92K
$449K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
80+ 1.93% |
$11.6K - $12.9K
|
4.24K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.23K+ 11.72% |
$180K - $200K
|
11.8K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
44+ 0.27% |
$6.41K - $7.12K
|
16.4K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-182- 0.67% |
$26.5K - $29.5K
|
27.1K
$4.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.67K+ 47.75% |
$1.41M - $1.57M
|
29.9K
$4.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.76K+ 2.49% |
$256K - $284K
|
72.3K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
44.8KNew |
$6.52M - $7.25M
|
44.8K
$6.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
6.04K+ 8.03% |
$879K - $977K
|
81.3K
$12.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.53% |
$291 - $324
|
380
$58.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
113+ 1.05% |
$16.4K - $18.3K
|
10.9K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-13- 0.15% |
$1.89K - $2.1K
|
8.85K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-193- 1.36% |
$28.1K - $31.2K
|
14K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.28K+ 28.01% |
$186K - $207K
|
5.84K
$898K
|