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
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $162
|
2.29K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 12.4% |
$294K - $327K
|
18.3K
$2.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
230+ 0.7% |
$33.5K - $37.2K
|
33.1K
$5.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
137+ 4.86% |
$19.9K - $22.2K
|
2.96K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
338+ 23.54% |
$49.2K - $54.7K
|
1.77K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-8.88K- 17.8% |
$1.29M - $1.44M
|
41K
$6.31M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-2.81K- 2.85% |
$409K - $455K
|
96K
$14.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
160+ 1.55% |
$23.3K - $25.9K
|
10.5K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-132- 1.13% |
$19.2K - $21.4K
|
11.5K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
13.4K+ 2.31% |
$1.95M - $2.17M
|
594K
$91.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.73K+ 0.81% |
$251K - $279K
|
215K
$33.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.6K+ 72.41% |
$233K - $259K
|
3.81K
$585K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
51+ 1.02% |
$7.42K - $8.25K
|
5.04K
$776K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-74.9K- 34.76% |
$10.9M - $12.1M
|
141K
$21.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5+ 0.02% |
$728 - $809
|
32.6K
$5.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18- 0.31% |
$2.62K - $2.91K
|
5.87K
$903K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
43+ 1.03% |
$6.26K - $6.96K
|
4.24K
$651K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 8.26% |
$729K - $811K
|
65.6K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
194+ 29.53% |
$28.2K - $31.4K
|
851
$131K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.86K- 7.63% |
$270K - $300K
|
22.5K
$3.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.81K+ 0.95% |
$555K - $617K
|
405K
$62.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-194- 1.33% |
$28.2K - $31.4K
|
14.4K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-64- 2.05% |
$9.32K - $10.4K
|
3.06K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
6+ 0.12% |
$873 - $971
|
4.88K
$750K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
70+ 0.88% |
$10.2K - $11.3K
|
8.07K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.7K+ 8.76% |
$539K - $599K
|
46K
$7.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.39K+ 58.67% |
$202K - $225K
|
3.76K
$579K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
94+ 2.36% |
$13.7K - $15.2K
|
4.07K
$627K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 3.92% |
$220K - $245K
|
40.1K
$6.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
626+ 30.0% |
$91.1K - $101K
|
2.71K
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.46K - $1.62K
|
2.47K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 12.91% |
$804K - $894K
|
48.3K
$7.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 19.94% |
$196K - $218K
|
8.11K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-247- 1.71% |
$36K - $40K
|
14.2K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.31K - $1.46K
|
3.6K
$554K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
226+ 0.3% |
$32.9K - $36.6K
|
76.7K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
600+ 4.73% |
$87.3K - $97.1K
|
13.3K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-350- 17.72% |
$50.9K - $56.6K
|
1.63K
$250K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
16+ 0.15% |
$2.33K - $2.59K
|
10.6K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-52- 0.77% |
$7.57K - $8.42K
|
6.7K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-372- 2.03% |
$54.2K - $60.2K
|
18K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-4- 0.14% |
$582 - $647
|
2.8K
$430K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-72- 0.45% |
$10.5K - $11.7K
|
16K
$2.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
35+ 1.54% |
$5.09K - $5.66K
|
2.3K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-250- 0.75% |
$36.4K - $40.5K
|
33.1K
$5.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
235+ 4.5% |
$34.2K - $38K
|
5.46K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
10.3K+ 30.51% |
$1.5M - $1.66M
|
44K
$6.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
485+ 1.43% |
$70.6K - $78.5K
|
34.4K
$5.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-3.17K- 3.88% |
$462K - $513K
|
78.6K
$12.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.33K- 48.2% |
$630K - $701K
|
4.65K
$716K
|