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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.86K+ 6.25% |
$249K - $314K
|
31.7K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.83KNew |
$244K - $308K
|
1.83K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.78KNew |
$239K - $301K
|
1.78K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$237K - $299K
|
1.78K
$269K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.77K+ 8.14% |
$236K - $297K
|
23.5K
$3.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$233K - $293K
|
33.3K
$5.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 1.77% |
$231K - $291K
|
99K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.7K+ 27.73% |
$227K - $286K
|
7.83K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 23.7% |
$215K - $270K
|
8.38K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.56K+ 4.64% |
$209K - $263K
|
35.2K
$5.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 7.65% |
$205K - $258K
|
21.6K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.45KNew |
$194K - $244K
|
1.45K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.41K+ 75.19% |
$188K - $237K
|
3.28K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.36K+ 13.92% |
$182K - $229K
|
11.1K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.32KNew |
$177K - $223K
|
1.32K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.27K+ 1.73% |
$169K - $213K
|
74.5K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.23K+ 6.43% |
$164K - $206K
|
20.3K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 33.03% |
$154K - $194K
|
4.63K
$702K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.14K+ 7.63% |
$153K - $192K
|
16.1K
$2.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.12K+ 4.71% |
$150K - $189K
|
24.9K
$3.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 8.83% |
$149K - $187K
|
13.7K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.1K+ 6.52% |
$147K - $185K
|
17.9K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.05K+ 74.41% |
$140K - $176K
|
2.45K
$372K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.03K+ 53.52% |
$138K - $174K
|
2.97K
$450K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
1.02K+ 10.5% |
$136K - $171K
|
10.7K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
945+ 12.02% |
$126K - $159K
|
8.81K
$1.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
917+ 2.16% |
$123K - $155K
|
43.3K
$6.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
909+ 3.4% |
$122K - $153K
|
27.6K
$4.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
883+ 4.96% |
$118K - $149K
|
18.7K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
862+ 2.35% |
$115K - $145K
|
37.5K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
849+ 0.73% |
$114K - $143K
|
117K
$17.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
843+ 36.51% |
$113K - $142K
|
3.15K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
821+ 13.02% |
$110K - $138K
|
7.13K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
789+ 57.97% |
$106K - $133K
|
2.15K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
769New |
$103K - $130K
|
769
$117K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
758+ 21.91% |
$101K - $128K
|
4.22K
$640K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
728+ 3.09% |
$97.4K - $123K
|
24.3K
$3.69M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 52.2% |
$96.7K - $122K
|
2.11K
$320K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
698+ 16.51% |
$93.3K - $118K
|
4.93K
$747K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
690+ 12.69% |
$92.3K - $116K
|
6.13K
$929K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
689+ 9.06% |
$92.1K - $116K
|
8.29K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
687+ 1.94% |
$91.9K - $116K
|
36K
$5.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
672+ 1.32% |
$89.9K - $113K
|
51.5K
$7.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
670+ 3.39% |
$89.6K - $113K
|
20.4K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
668+ 4.98% |
$89.3K - $113K
|
14.1K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
650+ 0.7% |
$86.9K - $110K
|
93.2K
$14.1M
|