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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.57K+ 27.47% |
$377K - $432K
|
11.9K
$1.81M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 110.12% |
$377K - $431K
|
4.9K
$743K
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.56KNew |
$375K - $430K
|
2.56K
$388K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.56K+ 4.2% |
$375K - $429K
|
63.5K
$9.62M
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.55KNew |
$374K - $429K
|
2.55K
$387K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.54K+ 121.25% |
$372K - $426K
|
4.63K
$703K
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.54K+ 100.08% |
$372K - $426K
|
5.07K
$769K
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.52K+ 9.7% |
$369K - $423K
|
28.5K
$4.32M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.52K+ 3.16% |
$369K - $422K
|
82K
$12.4M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.49K+ 6.17% |
$365K - $418K
|
42.8K
$6.5M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.47KNew |
$363K - $415K
|
2.47K
$375K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.47K+ 32.32% |
$362K - $414K
|
10.1K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.46K+ 3.41% |
$361K - $413K
|
74.6K
$11.3M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.46K+ 5.74% |
$360K - $413K
|
45.2K
$6.86M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.42K+ 12.88% |
$355K - $406K
|
21.2K
$3.22M
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.42K+ 3.55% |
$355K - $406K
|
70.4K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.42K+ 174.37% |
$354K - $406K
|
3.8K
$576K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.41K+ 3.88% |
$354K - $405K
|
64.5K
$9.78M
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.39K+ 32.06% |
$351K - $402K
|
9.85K
$1.49M
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.37K+ 81.58% |
$348K - $399K
|
5.28K
$801K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.37K+ 6.49% |
$348K - $398K
|
38.9K
$5.89M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.37K+ 14.03% |
$348K - $398K
|
19.3K
$2.92M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$346K - $396K
|
2.36K
$357K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.35K+ 11.87% |
$345K - $395K
|
22.2K
$3.36M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 5.0% |
$345K - $395K
|
49.4K
$7.48M
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.34KNew |
$344K - $394K
|
2.34K
$355K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2.34K+ 74.09% |
$344K - $393K
|
5.5K
$835K
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
2.32K+ 10.35% |
$340K - $390K
|
24.7K
$3.75M
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.3K+ 13.75% |
$337K - $386K
|
19K
$2.88M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.28K+ 38.27% |
$334K - $382K
|
8.22K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.27K+ 14.27% |
$333K - $382K
|
18.2K
$2.76M
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 70.4% |
$330K - $378K
|
5.45K
$826K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.24K+ 10.56% |
$328K - $376K
|
23.4K
$3.55M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.23K+ 1.91% |
$328K - $375K
|
119K
$18.1M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.23K+ 0.82% |
$327K - $374K
|
273K
$41.4M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.2K+ 48.88% |
$323K - $370K
|
6.71K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.19K+ 1.7% |
$322K - $368K
|
131K
$19.9M
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.19KNew |
$321K - $368K
|
2.19K
$332K
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
2.19K+ 24.28% |
$321K - $367K
|
11.2K
$1.7M
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.18KNew |
$319K - $366K
|
2.18K
$330K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.17K+ 15.55% |
$318K - $364K
|
16.1K
$2.44M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.14K+ 10.1% |
$314K - $359K
|
23.3K
$3.54M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.14K+ 42.36% |
$314K - $359K
|
7.19K
$1.09M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.12K+ 2.19% |
$310K - $355K
|
98.7K
$15M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.1K+ 80.96% |
$308K - $353K
|
4.69K
$712K
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.09K+ 5.47% |
$306K - $350K
|
40.2K
$6.1M
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$316K
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$316K
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.1% |
$305K - $349K
|
42.9K
$6.5M
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.08KNew |
$305K - $349K
|
2.08K
$315K
|