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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.87K+ 9.23% |
$251K - $316K
|
22.2K
$3.44M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.87K+ 17.27% |
$250K - $315K
|
12.7K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.87K+ 912.68% |
$250K - $315K
|
2.08K
$321K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.87K+ 5.26% |
$249K - $314K
|
37.3K
$5.78M
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.87K+ 1.89% |
$249K - $314K
|
101K
$15.6M
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 4.45% |
$249K - $314K
|
43.7K
$6.77M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.86K+ 6.25% |
$249K - $314K
|
31.7K
$4.9M
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.86K+ 2.82% |
$249K - $313K
|
67.9K
$10.5M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.86KNew |
$248K - $313K
|
1.86K
$287K
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 4.61% |
$248K - $312K
|
42.1K
$6.51M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.84K+ 1.48% |
$246K - $310K
|
126K
$19.6M
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.83K+ 52.07% |
$245K - $309K
|
5.36K
$829K
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.83KNew |
$244K - $308K
|
1.83K
$283K
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.81KNew |
$242K - $305K
|
1.81K
$280K
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.8K+ 10.58% |
$241K - $303K
|
18.8K
$2.91M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.78KNew |
$239K - $301K
|
1.78K
$276K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 15.45% |
$238K - $300K
|
13.3K
$2.06M
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$237K - $299K
|
1.78K
$275K
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.77K+ 16.61% |
$237K - $298K
|
12.4K
$1.92M
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.77K+ 8.14% |
$236K - $297K
|
23.5K
$3.63M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$3M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$234K - $295K
|
298K
$46.1M
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.75K+ 9.58% |
$233K - $294K
|
20K
$3.09M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.75K+ 19.16% |
$233K - $294K
|
10.9K
$1.68M
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.74K+ 3.42% |
$233K - $293K
|
52.7K
$8.16M
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$233K - $293K
|
33.3K
$5.16M
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$232K - $292K
|
1.73K
$268K
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.73K+ 18.01% |
$232K - $292K
|
11.4K
$1.76M
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.73K+ 2.67% |
$232K - $292K
|
66.6K
$10.3M
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.73K+ 4.67% |
$232K - $292K
|
38.8K
$6.01M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 1.77% |
$231K - $291K
|
99K
$15.3M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$265K
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$265K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 8.54% |
$229K - $289K
|
21.8K
$3.37M
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71K+ 36.94% |
$229K - $288K
|
6.35K
$983K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 16.83% |
$228K - $288K
|
11.9K
$1.84M
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.71K+ 9.94% |
$228K - $287K
|
18.9K
$2.92M
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.7K+ 27.73% |
$227K - $286K
|
7.83K
$1.21M
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.7KNew |
$227K - $286K
|
1.7K
$263K
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.7K+ 17.55% |
$227K - $286K
|
11.4K
$1.76M
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$260K
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$260K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.29% |
$225K - $283K
|
40.8K
$6.32M
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.67KNew |
$224K - $282K
|
1.67K
$259K
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.67K+ 122.12% |
$224K - $282K
|
3.04K
$471K
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.67K+ 7.11% |
$223K - $281K
|
25.1K
$3.88M
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.66K+ 16.39% |
$222K - $280K
|
11.8K
$1.83M
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.66K+ 1.53% |
$222K - $280K
|
110K
$17.1M
|