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 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
170+ 0.79% |
$22.7K - $28.6K
|
21.8K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
170+ 0.41% |
$22.7K - $28.6K
|
42.1K
$6.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
169+ 2.99% |
$22.6K - $28.5K
|
5.83K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
169+ 4.2% |
$22.6K - $28.5K
|
4.2K
$650K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
168+ 0.85% |
$22.5K - $28.3K
|
19.9K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
167+ 0.39% |
$22.3K - $28.1K
|
43.5K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
166+ 4.25% |
$22.2K - $28K
|
4.07K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
166+ 4.43% |
$22.2K - $28K
|
3.92K
$606K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
166+ 3.83% |
$22.2K - $28K
|
4.5K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
165+ 5.52% |
$22.1K - $27.8K
|
3.15K
$488K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
165+ 3.3% |
$22.1K - $27.8K
|
5.16K
$799K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
162+ 0.71% |
$21.7K - $27.3K
|
22.9K
$3.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
162+ 30.62% |
$21.7K - $27.3K
|
691
$107K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
160+ 106.67% |
$21.4K - $27K
|
310
$48K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
160+ 7.4% |
$21.4K - $27K
|
2.32K
$359K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
160+ 0.2% |
$21.4K - $27K
|
81.7K
$12.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
159+ 0.54% |
$21.3K - $26.8K
|
29.4K
$4.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
158+ 2.43% |
$21.1K - $26.6K
|
6.66K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
158+ 1.51% |
$21.1K - $26.6K
|
10.7K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
156+ 14.18% |
$20.9K - $26.3K
|
1.26K
$194K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
156+ 0.4% |
$20.9K - $26.3K
|
39.6K
$6.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
155+ 4.91% |
$20.7K - $26.1K
|
3.31K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155+ 2.59% |
$20.7K - $26.1K
|
6.13K
$949K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
154+ 2.01% |
$20.6K - $26K
|
7.81K
$1.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
154New |
$20.6K - $26K
|
154
$23.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
154+ 0.96% |
$20.6K - $26K
|
16.2K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
154+ 2.55% |
$20.6K - $26K
|
6.2K
$960K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
152+ 2.94% |
$20.3K - $25.6K
|
5.32K
$824K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
151+ 7.63% |
$20.2K - $25.4K
|
2.13K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
151+ 2.18% |
$20.2K - $25.4K
|
7.06K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
150+ 10.51% |
$20.1K - $25.3K
|
1.58K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
149+ 6.6% |
$19.9K - $25.1K
|
2.41K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148+ 7.0% |
$19.8K - $24.9K
|
2.26K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
148+ 2.9% |
$19.8K - $24.9K
|
5.26K
$814K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
148+ 1.23% |
$19.8K - $24.9K
|
12.2K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
148+ 0.69% |
$19.8K - $24.9K
|
21.6K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
147+ 3.41% |
$19.7K - $24.8K
|
4.46K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
146+ 5.79% |
$19.5K - $24.6K
|
2.67K
$413K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
146+ 7.89% |
$19.5K - $24.6K
|
2K
$309K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
146+ 1.22% |
$19.5K - $24.6K
|
12.1K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
145+ 0.44% |
$19.4K - $24.4K
|
33K
$5.11M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
145+ 4.14% |
$19.4K - $24.4K
|
3.65K
$565K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 2.43% |
$19.3K - $24.3K
|
6.06K
$938K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
143+ 2.66% |
$19.1K - $24.1K
|
5.53K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
142+ 3.41% |
$19K - $23.9K
|
4.3K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
140+ 3.02% |
$18.7K - $23.6K
|
4.77K
$739K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
140+ 3.27% |
$18.7K - $23.6K
|
4.42K
$685K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
140+ 0.22% |
$18.7K - $23.6K
|
63.2K
$9.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
139+ 0.96% |
$18.6K - $23.4K
|
14.6K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 2.16% |
$18.5K - $23.3K
|
6.52K
$1.01M
|