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 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 23.09% |
$181K - $208K
|
6.59K
$997K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.23KNew |
$181K - $207K
|
1.23K
$187K
|
|
|
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
$2.18M
|
|
|
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
$184K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.22K+ 2.62% |
$178K - $204K
|
47.6K
$7.21M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.22KNew |
$178K - $204K
|
1.22K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.21K+ 4036.67% |
$178K - $203K
|
1.24K
$188K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$183K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$183K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.21KNew |
$178K - $203K
|
1.21K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.21K+ 13.74% |
$177K - $203K
|
10K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
1.21K+ 3.28% |
$177K - $203K
|
38K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$177K - $203K
|
1.21K
$183K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.2KNew |
$176K - $202K
|
1.2K
$182K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.2KNew |
$176K - $202K
|
1.2K
$182K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 36.78% |
$176K - $201K
|
4.46K
$675K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.2KNew |
$176K - $201K
|
1.2K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.2KNew |
$175K - $201K
|
1.2K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.2KNew |
$175K - $201K
|
1.2K
$181K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 5.46% |
$175K - $201K
|
23.1K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19K+ 27.77% |
$175K - $201K
|
5.49K
$832K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.19K+ 1.95% |
$174K - $199K
|
62.1K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.18K+ 2.2% |
$174K - $199K
|
54.9K
$8.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.18K+ 7.06% |
$172K - $197K
|
17.8K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.18K+ 3.8% |
$172K - $197K
|
32.1K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.17K+ 12.46% |
$171K - $196K
|
10.5K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.47% |
$171K - $196K
|
247K
$37.4M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.15K+ 31.24% |
$169K - $193K
|
4.83K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.15K+ 11.59% |
$168K - $193K
|
11.1K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 2.35% |
$168K - $192K
|
49.9K
$7.55M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.14K+ 0.45% |
$167K - $192K
|
254K
$38.5M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.14K+ 2.29% |
$167K - $192K
|
50.9K
$7.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.14K+ 9.23% |
$167K - $191K
|
13.5K
$2.04M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 51.18% |
$166K - $190K
|
3.34K
$506K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.13K+ 2.82% |
$165K - $189K
|
41.1K
$6.22M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.12K+ 1.44% |
$165K - $188K
|
78.9K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.12K+ 106.56% |
$164K - $188K
|
2.17K
$329K
|