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 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
950New |
$139K - $160K
|
950
$144K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
948+ 6.66% |
$139K - $159K
|
15.2K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
942+ 15.19% |
$138K - $158K
|
7.14K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
940+ 3.33% |
$138K - $158K
|
29.2K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
934+ 6.7% |
$137K - $157K
|
14.9K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 9.37% |
$137K - $157K
|
10.9K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
929+ 1.51% |
$136K - $156K
|
62.5K
$9.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
929New |
$136K - $156K
|
929
$141K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
928+ 2.72% |
$136K - $156K
|
35K
$5.3M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
922+ 49.78% |
$135K - $155K
|
2.77K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
920+ 2.19% |
$135K - $155K
|
42.8K
$6.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
904+ 24.87% |
$133K - $152K
|
4.54K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
902+ 0.97% |
$132K - $152K
|
93.6K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
901+ 3.85% |
$132K - $151K
|
24.3K
$3.68M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
891+ 3.49% |
$131K - $150K
|
26.4K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
887+ 3.06% |
$130K - $149K
|
29.8K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
887+ 10.31% |
$130K - $149K
|
9.49K
$1.44M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
886New |
$130K - $149K
|
886
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
884+ 15.64% |
$130K - $148K
|
6.54K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 6.0% |
$129K - $148K
|
15.6K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$163K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
875+ 2.77% |
$128K - $147K
|
32.5K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
865+ 16.85% |
$127K - $145K
|
6K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
863+ 19.38% |
$127K - $145K
|
5.32K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
859+ 2.28% |
$126K - $144K
|
38.5K
$5.83M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
855+ 33.54% |
$125K - $144K
|
3.4K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
850+ 3.09% |
$125K - $143K
|
28.3K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
847+ 35.5% |
$124K - $142K
|
3.23K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
838+ 5.99% |
$123K - $141K
|
14.8K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 3.17% |
$122K - $140K
|
27.1K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
833+ 3.97% |
$122K - $140K
|
21.8K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
821+ 3.98% |
$120K - $138K
|
21.4K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
813+ 6.27% |
$119K - $137K
|
13.8K
$2.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
798+ 3.61% |
$117K - $134K
|
22.9K
$3.47M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
787+ 619.69% |
$115K - $132K
|
914
$138K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
785+ 11.74% |
$115K - $132K
|
7.47K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
782+ 27.58% |
$115K - $131K
|
3.62K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
778+ 0.31% |
$114K - $131K
|
250K
$37.9M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
776+ 13.83% |
$114K - $130K
|
6.39K
$967K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
775+ 11.27% |
$114K - $130K
|
7.65K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
774+ 1.28% |
$114K - $130K
|
61.1K
$9.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
773+ 17.64% |
$113K - $130K
|
5.16K
$780K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
762+ 7.13% |
$112K - $128K
|
11.5K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
757+ 27.42% |
$111K - $127K
|
3.52K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
756+ 0.6% |
$111K - $127K
|
127K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
751+ 9.01% |
$110K - $126K
|
9.09K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
751+ 9.65% |
$110K - $126K
|
8.53K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
745+ 0.43% |
$109K - $125K
|
173K
$26.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
740+ 23.63% |
$109K - $124K
|
3.87K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
736+ 3.86% |
$108K - $124K
|
19.8K
$3M
|