Latest Institutional Purchases of Chevron Corp (CVX)
This list provides information on the latest institutional transactions involving Chevron Corp (CVX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.57K+ 49.33% |
$671K - $768K
|
13.8K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.57K+ 86.44% |
$671K - $768K
|
9.86K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.57K+ 3.36% |
$670K - $767K
|
141K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.56K+ 0.98% |
$669K - $765K
|
470K
$71.3M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.53KNew |
$664K - $761K
|
4.53K
$687K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.51K+ 12.69% |
$661K - $757K
|
40K
$6.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.49KNew |
$659K - $755K
|
4.49K
$681K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
4.43KNew |
$649K - $743K
|
4.43K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.42K+ 70.74% |
$648K - $742K
|
10.7K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.41K+ 6.08% |
$647K - $741K
|
77K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.35K+ 19.02% |
$638K - $731K
|
27.2K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.32K+ 7.55% |
$634K - $726K
|
61.6K
$9.34M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.29K+ 0.62% |
$630K - $721K
|
700K
$106M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.27K+ 12.84% |
$626K - $716K
|
37.5K
$5.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.26K+ 54.92% |
$625K - $716K
|
12K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.26K+ 5.12% |
$625K - $715K
|
87.4K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.25K+ 13.14% |
$623K - $714K
|
36.6K
$5.55M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.23K+ 2.66% |
$620K - $710K
|
163K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
4.2K+ 700.0% |
$616K - $705K
|
4.8K
$728K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.19K+ 7.45% |
$615K - $704K
|
60.5K
$9.17M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.17K+ 35.07% |
$612K - $701K
|
16.1K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.17K+ 1.66% |
$612K - $701K
|
255K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
4.17K+ 1.77% |
$612K - $700K
|
240K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.16K+ 1.11% |
$611K - $699K
|
379K
$57.5M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
4.16KNew |
$610K - $699K
|
4.16K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.15K+ 5.63% |
$609K - $698K
|
78K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.15K+ 14.75% |
$609K - $697K
|
32.3K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.14K+ 7.45% |
$607K - $695K
|
59.7K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.12KNew |
$604K - $692K
|
4.12K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.11K+ 6.17% |
$603K - $690K
|
70.7K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.1K+ 729.95% |
$601K - $688K
|
4.66K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
4.09K+ 3.22% |
$600K - $686K
|
131K
$19.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 6.0% |
$599K - $685K
|
72.1K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.07K+ 4.98% |
$597K - $684K
|
85.8K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4K+ 200.0% |
$587K - $672K
|
6K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 3.01% |
$577K - $660K
|
134K
$20.4M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.9K+ 8.53% |
$572K - $655K
|
49.6K
$7.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.89K+ 90.03% |
$571K - $654K
|
8.22K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.87K+ 73.72% |
$567K - $649K
|
9.11K
$1.38M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.84K+ 483.63% |
$563K - $645K
|
4.63K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 23.2% |
$554K - $634K
|
20.1K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.76K+ 10.03% |
$552K - $632K
|
41.3K
$6.26M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.7K+ 3.4% |
$543K - $622K
|
113K
$17.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.69K+ 102.39% |
$541K - $619K
|
7.29K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.67K+ 3.74% |
$538K - $616K
|
102K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65K+ 66.5% |
$535K - $613K
|
9.13K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.64K+ 23.08% |
$533K - $611K
|
19.4K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.63K+ 2.09% |
$532K - $609K
|
178K
$26.9M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.61KNew |
$529K - $606K
|
3.61K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$527K - $603K
|
3.59K
$545K
|