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
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 1.2% |
$189K - $217K
|
109K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.29K+ 9.98% |
$189K - $217K
|
14.2K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$196K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.29K+ 7.33% |
$189K - $217K
|
18.9K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 28.92% |
$189K - $217K
|
5.75K
$871K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.29K+ 1.26% |
$189K - $216K
|
103K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.29K+ 72.89% |
$189K - $216K
|
3.05K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
1.28K+ 2.05% |
$188K - $216K
|
64.1K
$9.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$194K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.28K+ 2.21% |
$188K - $215K
|
59.1K
$8.96M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.28KNew |
$187K - $215K
|
1.28K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.28K+ 16.28% |
$187K - $214K
|
9.11K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.27K+ 26.42% |
$186K - $213K
|
6.08K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27KNew |
$186K - $213K
|
1.27K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.26K+ 1.67% |
$185K - $212K
|
76.8K
$11.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$192K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.26KNew |
$185K - $212K
|
1.26K
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.26K+ 3.03% |
$185K - $211K
|
42.8K
$6.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
BUY
|
- |
1.26KNew |
$185K - $211K
|
1.26K
$191K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.25KNew |
$184K - $210K
|
1.25K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.25K+ 4.14% |
$184K - $210K
|
31.5K
$4.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$183K - $210K
|
1.25K
$189K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$188K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.24KNew |
$182K - $208K
|
1.24K
$188K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 23.09% |
$181K - $208K
|
6.59K
$999K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.23KNew |
$181K - $207K
|
1.23K
$187K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.23K+ 24.51% |
$181K - $207K
|
6.26K
$949K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1.23KNew |
$180K - $206K
|
1.23K
$186K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$185K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 9.24% |
$179K - $205K
|
14.4K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.22KNew |
$179K - $205K
|
1.22K
$185K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.22KNew |
$179K - $204K
|
1.22K
$185K
|