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 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
617+ 6.92% |
$90.5K - $104K
|
9.53K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
616+ 1.3% |
$90.4K - $103K
|
48K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
611+ 20.99% |
$89.6K - $103K
|
3.52K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
608+ 2.61% |
$89.2K - $102K
|
23.9K
$3.62M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
607+ 23.04% |
$89.1K - $102K
|
3.24K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
607+ 12.02% |
$89.1K - $102K
|
5.66K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
606+ 8.24% |
$88.9K - $102K
|
7.96K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
603+ 15.78% |
$88.5K - $101K
|
4.42K
$670K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
603+ 60300.0% |
$88.5K - $101K
|
604
$91.4K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
600+ 3.05% |
$88K - $101K
|
20.2K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
600+ 2.22% |
$88K - $101K
|
27.6K
$4.18M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
599+ 4.02% |
$87.9K - $101K
|
15.5K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
598+ 0.91% |
$87.7K - $100K
|
66.4K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
594+ 2.19% |
$87.1K - $99.8K
|
27.8K
$4.2M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
594New |
$87.1K - $99.8K
|
594
$89.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
593+ 1.16% |
$87K - $99.6K
|
51.8K
$7.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
591+ 4.55% |
$86.7K - $99.3K
|
13.6K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
590+ 15.99% |
$86.6K - $99.1K
|
4.28K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
588+ 1.51% |
$86.3K - $98.8K
|
39.6K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
587+ 2.5% |
$86.1K - $98.6K
|
24.1K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
586+ 3.3% |
$86K - $98.4K
|
18.3K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
583+ 8.92% |
$85.5K - $97.9K
|
7.12K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
583+ 0.99% |
$85.5K - $97.9K
|
59.5K
$9.01M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
582+ 0.77% |
$85.4K - $97.8K
|
75.8K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
580+ 35.22% |
$85.1K - $97.4K
|
2.23K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
567+ 9.31% |
$83.2K - $95.2K
|
6.66K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
563+ 2.82% |
$82.6K - $94.6K
|
20.5K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
560+ 0.68% |
$82.2K - $94.1K
|
82.5K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
549+ 15.98% |
$80.5K - $92.2K
|
3.98K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
545+ 13.4% |
$80K - $91.5K
|
4.61K
$698K
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
542+ 3.93% |
$79.5K - $91K
|
14.3K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
542+ 5.03% |
$79.5K - $91K
|
11.3K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
540+ 5.08% |
$79.2K - $90.7K
|
11.2K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
539+ 5.77% |
$79.1K - $90.5K
|
9.89K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
537+ 3.26% |
$78.8K - $90.2K
|
17K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
536+ 19.03% |
$78.6K - $90K
|
3.35K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
532+ 0.76% |
$78K - $89.4K
|
70.6K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
528New |
$77.5K - $88.7K
|
528
$79.9K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
526+ 0.64% |
$77.2K - $88.4K
|
82.8K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
526+ 5.03% |
$77.2K - $88.4K
|
11K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
526+ 9.83% |
$77.2K - $88.4K
|
5.88K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
524+ 3.7% |
$76.9K - $88K
|
14.7K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
523+ 0.51% |
$76.7K - $87.8K
|
102K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
522+ 0.52% |
$76.6K - $87.7K
|
100K
$15.1M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
519+ 0.45% |
$76.1K - $87.2K
|
116K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
516+ 7.27% |
$75.7K - $86.7K
|
7.61K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
515New |
$75.6K - $86.5K
|
515
$78K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
513+ 16.93% |
$75.3K - $86.2K
|
3.54K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
511+ 21.08% |
$75K - $85.8K
|
2.94K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
510+ 4.54% |
$74.8K - $85.7K
|
11.7K
$1.78M
|