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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$401 - $506
|
12.3K
$1.9M
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3+ 0.03% |
$401 - $506
|
10.6K
$1.64M
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 2.0% |
$401 - $506
|
153
$23.7K
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3+ 0.15% |
$401 - $506
|
1.95K
$302K
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.73% |
$401 - $506
|
412
$63.8K
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
3+ 0.13% |
$401 - $506
|
2.24K
$347K
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.14% |
$401 - $506
|
2.08K
$323K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.09% |
$401 - $506
|
3.43K
$531K
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.05% |
$267 - $337
|
4.12K
$637K
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$267 - $337
|
1.48K
$229K
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.08% |
$267 - $337
|
2.55K
$395K
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.01% |
$267 - $337
|
25.4K
$3.93M
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.13% |
$267 - $337
|
1.53K
$236K
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2+ 0.09% |
$267 - $337
|
2.17K
$335K
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.12% |
$267 - $337
|
1.72K
$266K
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.12% |
$267 - $337
|
1.7K
$263K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$267 - $337
|
4.85K
$751K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.57K
$397K
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1+ 0.09% |
$134 - $169
|
1.08K
$167K
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.24% |
$134 - $169
|
411
$63.6K
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.41K
$219K
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.1% |
$134 - $169
|
961
$149K
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.29% |
$134 - $169
|
348
$53.9K
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.45% |
$134 - $169
|
70
$10.8K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.56% |
$134 - $169
|
181
$28K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.31% |
$134 - $169
|
325
$50.3K
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.69K
$262K
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.85% |
$134 - $169
|
119
$18.4K
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
16.1K
$2.5M
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.89K
$447K
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.33K
$1.14M
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.36% |
$134 - $169
|
275
$42.6K
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.34K
$362K
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.19% |
$134 - $169
|
520
$80.5K
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.97K
$460K
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.05% |
$134 - $169
|
2.15K
$333K
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.24K
$347K
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.12M
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.79K
$277K
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1+ 0.02% |
$134 - $169
|
4.69K
$727K
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.58K
$244K
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.86K
$443K
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.39K
$370K
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.48K
$229K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 7.71% |
$242M - $277M
|
23M
$3.56B
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
476K+ 6945.73% |
$69.9M - $80M
|
483K
$74.8M
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
218K+ 80.63% |
$32M - $36.7M
|
489K
$75.7M
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
196KNew |
$28.8M - $33M
|
196K
$30.4M
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
181KNew |
$26.6M - $30.5M
|
181K
$28.1M
|