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 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
242+ 4.2% |
$35.5K - $40.6K
|
6K
$909K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
236+ 0.29% |
$34.6K - $39.6K
|
82.2K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
235+ 7.19% |
$34.5K - $39.5K
|
3.51K
$531K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
235+ 0.49% |
$34.5K - $39.5K
|
48.7K
$7.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
234New |
$34.3K - $39.3K
|
234
$35.4K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
225+ 0.66% |
$33K - $37.8K
|
34.1K
$5.16M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225+ 6.83% |
$33K - $37.8K
|
3.52K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
225+ 13.24% |
$33K - $37.8K
|
1.92K
$291K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$33.6K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
219+ 10.25% |
$32.1K - $36.8K
|
2.36K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
219+ 1.84% |
$32.1K - $36.8K
|
12.1K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
219+ 7.48% |
$32.1K - $36.8K
|
3.15K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
218+ 78.7% |
$32K - $36.6K
|
495
$74.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
217+ 16.0% |
$31.8K - $36.4K
|
1.57K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
215+ 1.89% |
$31.5K - $36.1K
|
11.6K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
212+ 7.41% |
$31.1K - $35.6K
|
3.07K
$465K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
210+ 6.06% |
$30.8K - $35.3K
|
3.67K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
208+ 8.82% |
$30.5K - $34.9K
|
2.57K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
208+ 1.66% |
$30.5K - $34.9K
|
12.7K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
208+ 0.52% |
$30.5K - $34.9K
|
40K
$6.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
207+ 7.7% |
$30.4K - $34.8K
|
2.9K
$438K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
205+ 2.89% |
$30.1K - $34.4K
|
7.3K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
205+ 6.24% |
$30.1K - $34.4K
|
3.49K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
203+ 2.18% |
$29.8K - $34.1K
|
9.5K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
202+ 0.2% |
$29.6K - $33.9K
|
103K
$15.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
202+ 1.96% |
$29.6K - $33.9K
|
10.5K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
202+ 0.83% |
$29.6K - $33.9K
|
24.6K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
200+ 1.18% |
$29.3K - $33.6K
|
17.1K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $33.6K
|
200
$30.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
199+ 7.91% |
$29.2K - $33.4K
|
2.72K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
198+ 0.74% |
$29K - $33.3K
|
26.8K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
196+ 0.64% |
$28.8K - $32.9K
|
30.6K
$4.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
196+ 12.79% |
$28.8K - $32.9K
|
1.73K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
195+ 11.71% |
$28.6K - $32.8K
|
1.86K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
195+ 26.07% |
$28.6K - $32.8K
|
943
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
194+ 2.06% |
$28.5K - $32.6K
|
9.63K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
193+ 3.43% |
$28.3K - $32.4K
|
5.82K
$881K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
192+ 6.02% |
$28.2K - $32.3K
|
3.38K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
189+ 1.57% |
$27.7K - $31.7K
|
12.3K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
189+ 4.78% |
$27.7K - $31.7K
|
4.14K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
188New |
$27.6K - $31.6K
|
188
$28.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188+ 2.95% |
$27.6K - $31.6K
|
6.57K
$994K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
188+ 8.91% |
$27.6K - $31.6K
|
2.3K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
186+ 10.03% |
$27.3K - $31.2K
|
2.04K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
185+ 3.41% |
$27.1K - $31.1K
|
5.61K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
184+ 1.78% |
$27K - $30.9K
|
10.5K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
182+ 0.4% |
$26.7K - $30.6K
|
45.6K
$6.91M
|