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 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.69K+ 18.73% |
$248K - $284K
|
10.7K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.69K+ 16.79% |
$247K - $283K
|
11.7K
$1.78M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.49% |
$246K - $282K
|
39.1K
$5.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.68K+ 7.6% |
$246K - $282K
|
23.8K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.68KNew |
$246K - $282K
|
1.68K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.66K+ 12.05% |
$244K - $280K
|
15.5K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.65KNew |
$242K - $277K
|
1.65K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 6.17% |
$241K - $276K
|
28.3K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 2.55% |
$241K - $276K
|
66K
$10M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.63K+ 16.28% |
$238K - $273K
|
11.6K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.62K+ 11.55% |
$238K - $272K
|
15.6K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.62K+ 8.2% |
$237K - $272K
|
21.3K
$3.24M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.61KNew |
$236K - $271K
|
1.61K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 13.23% |
$236K - $271K
|
13.8K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.61KNew |
$236K - $270K
|
1.61K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.61K+ 5.42% |
$235K - $270K
|
31.2K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 4.68% |
$235K - $269K
|
35.8K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.6K+ 2.46% |
$234K - $268K
|
66.4K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.59K+ 26.41% |
$234K - $267K
|
7.62K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 72.12% |
$231K - $264K
|
3.75K
$569K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.57KNew |
$230K - $264K
|
1.57K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.57K+ 19.44% |
$230K - $263K
|
9.62K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.56K+ 2.2% |
$229K - $263K
|
72.6K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.56K+ 11.25% |
$229K - $262K
|
15.4K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.52K+ 22.14% |
$223K - $256K
|
8.4K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.52K+ 2.01% |
$223K - $255K
|
77.3K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.52K+ 14.07% |
$223K - $255K
|
12.3K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.52K+ 5.98% |
$223K - $255K
|
26.9K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.51K+ 6.82% |
$221K - $253K
|
23.6K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.5K+ 2.37% |
$221K - $253K
|
64.9K
$9.84M
|
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
1.5K+ 0.9% |
$221K - $252K
|
169K
$25.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 8.53% |
$220K - $252K
|
19.1K
$2.9M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.5K+ 3.5% |
$220K - $252K
|
44.4K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.5K+ 46.31% |
$220K - $252K
|
4.74K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.5KNew |
$220K - $252K
|
1.5K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.5K+ 79.32% |
$220K - $252K
|
3.39K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 13.45% |
$220K - $251K
|
12.6K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.49K+ 4.15% |
$219K - $251K
|
37.5K
$5.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
1.49KNew |
$219K - $251K
|
1.49K
$227K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.48K+ 10.91% |
$217K - $249K
|
15.1K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.46K+ 22.91% |
$214K - $245K
|
7.84K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.45K+ 38.87% |
$213K - $244K
|
5.18K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.45K+ 12.82% |
$212K - $243K
|
12.7K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.44K+ 3.21% |
$211K - $242K
|
46.2K
$7M
|