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 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
414+ 3.33% |
$60.7K - $69.5K
|
12.9K
$1.95M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
411+ 6.51% |
$60.3K - $69K
|
6.72K
$1.02M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
411+ 12.56% |
$60.3K - $69K
|
3.68K
$558K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
410+ 10.67% |
$60.2K - $68.9K
|
4.25K
$644K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
405+ 10.27% |
$59.4K - $68K
|
4.35K
$658K
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
401+ 1.28% |
$58.8K - $67.4K
|
31.7K
$4.79M
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
400+ 0.49% |
$58.7K - $67.2K
|
81.8K
$12.4M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 2.85% |
$58.7K - $67.2K
|
14.4K
$2.19M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
399+ 7.27% |
$58.5K - $67K
|
5.88K
$891K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
396+ 13.92% |
$58.1K - $66.5K
|
3.24K
$490K
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
389+ 1.13% |
$57.1K - $65.3K
|
34.7K
$5.26M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
388+ 18.68% |
$56.9K - $65.2K
|
2.47K
$373K
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
382+ 1.73% |
$56K - $64.2K
|
22.5K
$3.4M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
376+ 9.64% |
$55.2K - $63.2K
|
4.28K
$648K
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
376+ 2.57% |
$55.2K - $63.2K
|
15K
$2.28M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
376+ 529.58% |
$55.2K - $63.2K
|
447
$67.7K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
375+ 4.83% |
$55K - $63K
|
8.13K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
374+ 10.71% |
$54.9K - $62.8K
|
3.87K
$585K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
374+ 1.84% |
$54.9K - $62.8K
|
20.7K
$3.14M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
373+ 9.67% |
$54.7K - $62.7K
|
4.23K
$641K
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
370+ 1.93% |
$54.3K - $62.1K
|
19.5K
$2.96M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
367+ 6.14% |
$53.8K - $61.6K
|
6.34K
$960K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
365+ 1.68% |
$53.5K - $61.3K
|
22.1K
$3.34M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
363+ 4.73% |
$53.3K - $61K
|
8.04K
$1.22M
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
362+ 4.58% |
$53.1K - $60.8K
|
8.27K
$1.25M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
356+ 8.08% |
$52.2K - $59.8K
|
4.76K
$721K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
354+ 9.36% |
$51.9K - $59.5K
|
4.14K
$626K
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
350+ 4.94% |
$51.3K - $58.8K
|
7.44K
$1.13M
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
349+ 5.82% |
$51.2K - $58.6K
|
6.35K
$961K
|
|
May 15, 2025
Q1 2025
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
348+ 16.6% |
$51.1K - $58.5K
|
2.44K
$370K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
347New |
$50.9K - $58.3K
|
347
$52.5K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
347+ 19.6% |
$50.9K - $58.3K
|
2.12K
$320K
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
343+ 13.52% |
$50.3K - $57.6K
|
2.88K
$436K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
342+ 3.85% |
$50.2K - $57.4K
|
9.23K
$1.4M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
339+ 10.55% |
$49.7K - $56.9K
|
3.55K
$538K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
338+ 9.49% |
$49.6K - $56.8K
|
3.9K
$591K
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
335+ 2.2% |
$49.1K - $56.3K
|
15.6K
$2.36M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
334+ 0.48% |
$49K - $56.1K
|
69.6K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
333+ 10.75% |
$48.9K - $55.9K
|
3.43K
$519K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
333+ 2.1% |
$48.9K - $55.9K
|
16.2K
$2.45M
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
333+ 6.21% |
$48.9K - $55.9K
|
5.69K
$862K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
332+ 0.81% |
$48.7K - $55.8K
|
41.1K
$6.23M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$50.1K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
329+ 52.14% |
$48.3K - $55.3K
|
960
$145K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
325+ 2.63% |
$47.7K - $54.6K
|
12.7K
$1.92M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
324+ 22.18% |
$47.5K - $54.4K
|
1.79K
$270K
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
322+ 5.17% |
$47.2K - $54.1K
|
6.56K
$992K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 3.93% |
$46.9K - $53.8K
|
8.46K
$1.28M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
320+ 60.61% |
$46.9K - $53.8K
|
848
$128K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
318+ 15.3% |
$46.7K - $53.4K
|
2.4K
$363K
|