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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-57- 1.69% |
$7.62K - $9.61K
|
3.33K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
894+ 4.34% |
$120K - $151K
|
21.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 1.82% |
$134 - $169
|
54
$8.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.01K- 2.76% |
$670K - $845K
|
176K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34- 6.95% |
$4.55K - $5.73K
|
455
$70.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-4.9K- 21.55% |
$656K - $826K
|
17.8K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.22KNew |
$297K - $374K
|
2.22K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Oakland Financial Corp
Sterling Heights, MI |
BUY
|
- |
3.3KNew |
$441K - $556K
|
3.3K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
8.9KNew |
$1.19M - $1.5M
|
8.9K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.93K- 28.13% |
$526K - $663K
|
10.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
- |
-6.73K- 29.49% |
$899K - $1.13M
|
16.1K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
PUT |
-14.4K- 31.03% |
$1.93M - $2.43M
|
32K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-55.2K- 67.41% |
$7.38M - $9.3M
|
26.7K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 3.87% |
$1.53M - $1.93M
|
307K
$47.5M
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
200+ 2.1% |
$26.7K - $33.7K
|
9.74K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
253+ 11.61% |
$33.8K - $42.6K
|
2.43K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
60+ 3.75% |
$8.02K - $10.1K
|
1.66K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
43.8K+ 3.98% |
$5.86M - $7.39M
|
1.15M
$177M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-701- 9.2% |
$93.7K - $118K
|
6.92K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
64+ 42.38% |
$8.56K - $10.8K
|
215
$33.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57+ 1.13% |
$7.62K - $9.61K
|
5.11K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$232K - $292K
|
1.73K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
65+ 0.06% |
$8.69K - $11K
|
102K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-59.3K- 44.33% |
$7.93M - $9.99M
|
74.4K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6- 0.35% |
$802 - $1.01K
|
1.72K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.73K- 21.57% |
$632K - $797K
|
17.2K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
226+ 3.67% |
$30.2K - $38.1K
|
6.39K
$987K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
605+ 4.23% |
$80.9K - $102K
|
14.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 1.77% |
$2.93M - $3.69M
|
1.26M
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.39K+ 25.4% |
$186K - $235K
|
6.88K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-600- 13.4% |
$80.2K - $101K
|
3.88K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.22K+ 22.03% |
$163K - $206K
|
6.77K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.47K+ 0.46% |
$597K - $753K
|
968K
$149M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-274- 11.4% |
$36.6K - $46.2K
|
2.13K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-925- 3.1% |
$124K - $156K
|
28.9K
$4.47M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-24- 18.9% |
$3.21K - $4.04K
|
103
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16.5K- 36.39% |
$2.2M - $2.77M
|
28.8K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-383K- 33.66% |
$51.2M - $64.5M
|
755K
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-125K- 9.97% |
$16.8M - $21.1M
|
1.13M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-27.6K- 10.01% |
$3.69M - $4.66M
|
248K
$38.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 2.44% |
$2.08M - $2.62M
|
653K
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-228K- 6.58% |
$30.5M - $38.4M
|
3.24M
$500M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-97.9K- 42.31% |
$13.1M - $16.5M
|
134K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.27K- 8.32% |
$170K - $214K
|
14K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-39.1K- 2.39% |
$5.23M - $6.59M
|
1.59M
$246M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.09K- 49.35% |
$280K - $353K
|
2.15K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.61K- 20.75% |
$751K - $946K
|
21.4K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
7.9K+ 18.03% |
$1.06M - $1.33M
|
51.7K
$7.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-20.3K- 33.96% |
$2.71M - $3.42M
|
39.4K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 7.67% |
$251K - $316K
|
26.3K
$4.06M
|