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 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105+ 1.94% |
$15.3K - $17K
|
5.52K
$849K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
177+ 3.21% |
$25.8K - $28.6K
|
5.7K
$876K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
65.2K+ 45.1% |
$9.49M - $10.6M
|
210K
$32.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.69K+ 16.61% |
$245K - $273K
|
11.8K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
575+ 36.46% |
$83.7K - $93.1K
|
2.15K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-214- 8.53% |
$31.2K - $34.6K
|
2.29K
$353K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
43+ 1.49% |
$6.26K - $6.96K
|
2.93K
$451K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.71K+ 70.91% |
$248K - $276K
|
4.11K
$632K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
608+ 30.31% |
$88.5K - $98.4K
|
2.61K
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.11K+ 49.22% |
$453K - $503K
|
9.43K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.15K- 5.94% |
$749K - $833K
|
81.6K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
49+ 2.94% |
$7.13K - $7.93K
|
1.72K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-50- 0.27% |
$7.28K - $8.09K
|
18.5K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
320+ 15.4% |
$46.6K - $51.8K
|
2.4K
$369K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
375+ 8.08% |
$54.6K - $60.7K
|
5.02K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-158- 10.04% |
$23K - $25.6K
|
1.42K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.62KNew |
$236K - $263K
|
1.62K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$840K - $933K
|
5.77K
$887K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-3.23K- 4.58% |
$470K - $523K
|
67.3K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
230+ 1.63% |
$33.5K - $37.2K
|
14.3K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-91- 6.29% |
$13.2K - $14.7K
|
1.36K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.36K+ 9.49% |
$344K - $382K
|
27.2K
$4.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
44.1K+ 66.73% |
$6.42M - $7.13M
|
110K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.44K+ 7.94% |
$209K - $232K
|
19.5K
$3M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.52K- 97.44% |
$222K - $246K
|
40
$6.15K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
45.4K+ 150.82% |
$6.61M - $7.35M
|
75.5K
$11.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 10.71% |
$1.96M - $2.18M
|
139K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.25K- 3.44% |
$328K - $364K
|
63.2K
$9.72M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
753+ 6.19% |
$110K - $122K
|
12.9K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-40- 2.71% |
$5.82K - $6.47K
|
1.44K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-955- 3.28% |
$139K - $155K
|
28.2K
$4.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$237K - $264K
|
1.63K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.45KNew |
$211K - $235K
|
1.45K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.4K+ 5.65% |
$640K - $711K
|
82.2K
$12.6M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.11% |
$1.02K - $1.13K
|
638
$98.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6K+ 9.08% |
$232K - $258K
|
19.2K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.8K- 8.42% |
$3.17M - $3.52M
|
237K
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-457- 2.15% |
$66.5K - $74K
|
20.8K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-2- 0.05% |
$291 - $324
|
3.74K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
528+ 0.81% |
$76.9K - $85.4K
|
66.1K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
397+ 8.98% |
$57.8K - $64.2K
|
4.82K
$741K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$205K - $228K
|
1.41K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-577- 1.26% |
$84K - $93.4K
|
45.1K
$6.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
207+ 14.37% |
$30.1K - $33.5K
|
1.65K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.37% |
$165K - $183K
|
27K
$4.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.95% |
$1.46K - $1.62K
|
1.07K
$164K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
121+ 1.27% |
$17.6K - $19.6K
|
9.67K
$1.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
42.8K+ 1957.62% |
$6.23M - $6.92M
|
45K
$6.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
82+ 3.81% |
$11.9K - $13.3K
|
2.23K
$343K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-4.79K- 76.86% |
$697K - $775K
|
1.44K
$222K
|