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 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
507+ 2.9% |
$74.4K - $85.2K
|
18K
$2.73M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
503+ 2.97% |
$73.8K - $84.5K
|
17.4K
$2.64M
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
500+ 2.79% |
$73.4K - $84K
|
18.4K
$2.79M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
499New |
$73.2K - $83.8K
|
499
$75.5K
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
499+ 3.0% |
$73.2K - $83.8K
|
17.2K
$2.6M
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499+ 28.91% |
$73.2K - $83.8K
|
2.23K
$337K
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
495+ 9.09% |
$72.6K - $83.1K
|
5.94K
$899K
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
493+ 16.26% |
$72.3K - $82.8K
|
3.53K
$534K
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
491+ 0.28% |
$72K - $82.5K
|
174K
$26.4M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
489New |
$71.7K - $82.1K
|
489
$74K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
489New |
$71.7K - $82.1K
|
489
$74K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
487+ 43.68% |
$71.4K - $81.8K
|
1.6K
$243K
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
485+ 9.1% |
$71.2K - $81.5K
|
5.81K
$880K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
482+ 6.57% |
$70.7K - $81K
|
7.82K
$1.18M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
481+ 0.75% |
$70.6K - $80.8K
|
64.7K
$9.8M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
480+ 24.38% |
$70.4K - $80.6K
|
2.45K
$371K
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
479+ 2.24% |
$70.3K - $80.5K
|
21.8K
$3.31M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
478+ 6.14% |
$70.1K - $80.3K
|
8.27K
$1.25M
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
475+ 10.69% |
$69.7K - $79.8K
|
4.92K
$745K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
473+ 4.71% |
$69.4K - $79.4K
|
10.5K
$1.59M
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
469+ 1.13% |
$68.8K - $78.8K
|
41.9K
$6.34M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
469+ 3.04% |
$68.8K - $78.8K
|
15.9K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
468+ 6.43% |
$68.7K - $78.6K
|
7.75K
$1.17M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
466+ 1.98% |
$68.4K - $78.3K
|
24K
$3.63M
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
465+ 30.92% |
$68.2K - $78.1K
|
1.97K
$298K
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
464+ 1.15% |
$68.1K - $77.9K
|
40.8K
$6.17M
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
464+ 9.44% |
$68.1K - $77.9K
|
5.38K
$814K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
462+ 0.88% |
$67.8K - $77.6K
|
53.1K
$8.04M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
457+ 3.06% |
$67K - $76.8K
|
15.4K
$2.33M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 714.06% |
$67K - $76.8K
|
521
$78.9K
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
452+ 4.6% |
$66.3K - $75.9K
|
10.3K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
450+ 1.75% |
$66K - $75.6K
|
26.1K
$3.95M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
445+ 17.44% |
$65.3K - $74.7K
|
3K
$454K
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
442+ 2.26% |
$64.8K - $74.2K
|
20K
$3.03M
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
441+ 6.09% |
$64.7K - $74.1K
|
7.69K
$1.16M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
441+ 7.74% |
$64.7K - $74.1K
|
6.14K
$929K
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
439+ 3.23% |
$64.4K - $73.7K
|
14K
$2.12M
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
435+ 20.33% |
$63.8K - $73.1K
|
2.58K
$390K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
434+ 8.07% |
$63.7K - $72.9K
|
5.81K
$880K
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
430+ 2.94% |
$63.1K - $72.2K
|
15.1K
$2.28M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
428+ 1.71% |
$62.8K - $71.9K
|
25.5K
$3.86M
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 13.47% |
$62.4K - $71.4K
|
3.58K
$542K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 19.07% |
$61.9K - $70.9K
|
2.64K
$399K
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
418+ 1.24% |
$61.3K - $70.2K
|
34.1K
$5.17M
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
417+ 6.52% |
$61.2K - $70K
|
6.82K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
416+ 20.02% |
$61K - $69.9K
|
2.49K
$378K
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
416+ 0.94% |
$61K - $69.9K
|
44.5K
$6.74M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
415+ 0.58% |
$60.9K - $69.7K
|
72.2K
$10.9M
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
414+ 19.39% |
$60.7K - $69.5K
|
2.55K
$386K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
414+ 1.35% |
$60.7K - $69.5K
|
31.1K
$4.72M
|