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 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 3.01% |
$7.92K - $9.07K
|
1.85K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
53+ 0.78% |
$7.78K - $8.9K
|
6.88K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
53+ 0.8% |
$7.78K - $8.9K
|
6.65K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53+ 44.92% |
$7.78K - $8.9K
|
171
$25.9K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
52+ 1.75% |
$7.63K - $8.73K
|
3.03K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
51+ 1.35% |
$7.48K - $8.57K
|
3.82K
$578K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 1.34% |
$7.34K - $8.4K
|
3.78K
$571K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
50+ 2.41% |
$7.34K - $8.4K
|
2.13K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.62% |
$7.34K - $8.4K
|
3.14K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50+ 2.23% |
$7.34K - $8.4K
|
2.3K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
49+ 0.18% |
$7.19K - $8.23K
|
27.6K
$4.18M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
49+ 1.53% |
$7.19K - $8.23K
|
3.24K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49+ 0.96% |
$7.19K - $8.23K
|
5.18K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
47+ 3.13% |
$6.9K - $7.89K
|
1.55K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
46.5K
$7.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 1.25% |
$6.75K - $7.73K
|
3.74K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
46+ 1.71% |
$6.75K - $7.73K
|
2.74K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
44+ 0.76% |
$6.46K - $7.39K
|
5.81K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43+ 1.49% |
$6.31K - $7.22K
|
2.94K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.19% |
$6.02K - $6.89K
|
21.1K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
40+ 1.13% |
$5.87K - $6.72K
|
3.59K
$543K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
40+ 0.61% |
$5.87K - $6.72K
|
6.61K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 0.65% |
$5.87K - $6.72K
|
6.2K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
39+ 1.38% |
$5.72K - $6.55K
|
2.86K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
39+ 2.71% |
$5.72K - $6.55K
|
1.48K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
39+ 0.54% |
$5.72K - $6.55K
|
7.29K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 122.58% |
$5.57K - $6.38K
|
69
$10.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38+ 2.61% |
$5.57K - $6.38K
|
1.49K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37+ 2.66% |
$5.43K - $6.21K
|
1.43K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.38% |
$5.43K - $6.21K
|
9.67K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
36+ 0.5% |
$5.28K - $6.05K
|
7.22K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 6.06% |
$5.28K - $6.05K
|
630
$95.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 5.76% |
$5.28K - $6.05K
|
661
$100K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35New |
$5.13K - $5.88K
|
35
$5.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
35+ 9.59% |
$5.13K - $5.88K
|
400
$60.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
35+ 1.08% |
$5.13K - $5.88K
|
3.29K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.55% |
$4.99K - $5.71K
|
6.25K
$946K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
33+ 0.54% |
$4.84K - $5.54K
|
6.09K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
33+ 0.9% |
$4.84K - $5.54K
|
3.7K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
32+ 0.84% |
$4.69K - $5.38K
|
3.83K
$580K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.38% |
$4.69K - $5.38K
|
8.42K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
32+ 0.43% |
$4.69K - $5.38K
|
7.41K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31+ 1.13% |
$4.55K - $5.21K
|
2.77K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
31+ 1.53% |
$4.55K - $5.21K
|
2.06K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31+ 2.98% |
$4.55K - $5.21K
|
1.07K
$162K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
31+ 2.08% |
$4.55K - $5.21K
|
1.52K
$231K
|