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 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38+ 3.76% |
$5.08K - $6.4K
|
1.05K
$166K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$5.08K - $6.4K
|
38
$6K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
38+ 1.2% |
$5.08K - $6.4K
|
3.2K
$505K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38+ 0.47% |
$5.08K - $6.4K
|
8.09K
$1.28M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
38+ 0.79% |
$5.08K - $6.4K
|
4.87K
$769K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.84K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
37+ 1.76% |
$4.95K - $6.23K
|
2.14K
$337K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
36+ 0.66% |
$4.81K - $6.07K
|
5.46K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.52K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.85% |
$4.55K - $5.73K
|
4.02K
$635K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
33+ 0.39% |
$4.41K - $5.56K
|
8.5K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
32+ 0.53% |
$4.28K - $5.39K
|
6.03K
$951K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32+ 2.15% |
$4.28K - $5.39K
|
1.52K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
31+ 1.3% |
$4.15K - $5.22K
|
2.41K
$380K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.11% |
$4.15K - $5.22K
|
2.82K
$445K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
31+ 22.63% |
$4.15K - $5.22K
|
168
$26.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31+ 0.78% |
$4.15K - $5.22K
|
4.02K
$634K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
31+ 0.1% |
$4.15K - $5.22K
|
32.1K
$5.06M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
30+ 0.14% |
$4.01K - $5.06K
|
20.9K
$3.3M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
30+ 1.59% |
$4.01K - $5.06K
|
1.92K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
30+ 0.27% |
$4.01K - $5.06K
|
11K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
30+ 1.11% |
$4.01K - $5.06K
|
2.73K
$431K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
30+ 0.29% |
$4.01K - $5.06K
|
10.4K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 2.02% |
$4.01K - $5.06K
|
1.52K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.7% |
$3.88K - $4.89K
|
4.19K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29+ 82.86% |
$3.88K - $4.89K
|
64
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29+ 1.14% |
$3.88K - $4.89K
|
2.58K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
29+ 1.78% |
$3.88K - $4.89K
|
1.66K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 1.44% |
$3.74K - $4.72K
|
1.97K
$311K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.76% |
$3.74K - $4.72K
|
3.72K
$587K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
28+ 0.24% |
$3.74K - $4.72K
|
11.5K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28+ 0.15% |
$3.74K - $4.72K
|
18.6K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 1.04% |
$3.61K - $4.55K
|
2.63K
$415K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.61% |
$3.61K - $4.55K
|
4.45K
$702K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
26+ 1.8% |
$3.48K - $4.38K
|
1.47K
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.22% |
$3.48K - $4.38K
|
11.9K
$1.87M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
25+ 0.43% |
$3.34K - $4.21K
|
5.84K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
25+ 1.03% |
$3.34K - $4.21K
|
2.44K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
25+ 0.03% |
$3.34K - $4.21K
|
82.5K
$13M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 3.23% |
$3.34K - $4.21K
|
798
$126K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
25+ 0.13% |
$3.34K - $4.21K
|
19K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.83% |
$3.34K - $4.21K
|
3.03K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
25+ 0.87% |
$3.34K - $4.21K
|
2.89K
$456K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$3.34K - $4.21K
|
25
$3.94K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24+ 1.25% |
$3.21K - $4.04K
|
1.95K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 0.29% |
$3.21K - $4.04K
|
8.41K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.45% |
$3.21K - $4.04K
|
5.34K
$842K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
23+ 0.99% |
$3.08K - $3.88K
|
2.34K
$369K
|