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 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.53K- 5.37% |
$225K - $257K
|
27K
$4.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$39.8K - $45.5K
|
271
$41.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3K+ 0.62% |
$440K - $504K
|
486K
$75.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 5.0% |
$36.1K - $41.3K
|
5.16K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-160- 56.54% |
$23.5K - $26.9K
|
123
$19K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
PUT |
6.6K+ 264.0% |
$968K - $1.11M
|
9.1K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$201K - $230K
|
1.37K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.29K+ 9.98% |
$189K - $217K
|
14.2K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
887+ 10.31% |
$130K - $149K
|
9.49K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
699New |
$103K - $117K
|
699
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29+ 32.22% |
$4.25K - $4.87K
|
119
$18.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9- 0.39% |
$1.32K - $1.51K
|
2.31K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-724- 2.67% |
$106K - $122K
|
26.4K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-901- 0.44% |
$132K - $151K
|
202K
$31.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 10.24% |
$51.3K - $58.8K
|
3.07K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-99- 1.47% |
$14.5K - $16.6K
|
6.63K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$183K - $210K
|
1.25K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
93+ 0.85% |
$13.6K - $15.6K
|
11.1K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-23.8K- 84.02% |
$3.5M - $4.01M
|
4.54K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67+ 2.05% |
$9.83K - $11.3K
|
3.34K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.28KNew |
$187K - $215K
|
1.28K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
293+ 18.45% |
$43K - $49.2K
|
1.88K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.62% |
$7.34K - $8.4K
|
3.14K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338- 12.86% |
$49.6K - $56.8K
|
2.29K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
528New |
$77.5K - $88.7K
|
528
$81.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53+ 44.92% |
$7.78K - $8.9K
|
171
$26.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
135+ 3.04% |
$19.8K - $22.7K
|
4.58K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-696- 14.05% |
$102K - $117K
|
4.26K
$657K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-14- 0.07% |
$2.05K - $2.35K
|
18.8K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
35+ 9.59% |
$5.13K - $5.88K
|
400
$61.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66New |
$9.68K - $11.1K
|
66
$10.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.6K+ 46.19% |
$381K - $437K
|
8.23K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.23KNew |
$181K - $207K
|
1.23K
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-128- 3.84% |
$18.8K - $21.5K
|
3.21K
$495K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.34KNew |
$196K - $224K
|
1.34K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-13.9K- 3.22% |
$2.03M - $2.33M
|
417K
$64.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
316+ 2.94% |
$46.4K - $53.1K
|
11.1K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-61- 3.28% |
$8.95K - $10.2K
|
1.8K
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
473+ 4.71% |
$69.4K - $79.4K
|
10.5K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-588- 87.24% |
$86.3K - $98.8K
|
86
$13.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-746- 38.26% |
$109K - $125K
|
1.2K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$244K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-437- 24.68% |
$64.1K - $73.4K
|
1.33K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.34KNew |
$196K - $225K
|
1.34K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-295- 16.52% |
$43.3K - $49.6K
|
1.49K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
33.1KNew |
$4.86M - $5.56M
|
33.1K
$5.11M
|