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 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$266K - $304K
|
1.81K
$281K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.79K+ 14.57% |
$262K - $300K
|
14K
$2.17M
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$261K - $299K
|
1.78K
$275K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$274K
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.74KNew |
$255K - $292K
|
1.74K
$269K
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.69K+ 16.79% |
$247K - $283K
|
11.7K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.68KNew |
$246K - $282K
|
1.68K
$260K
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$252K
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 13.23% |
$236K - $271K
|
13.8K
$2.14M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.6K+ 2.46% |
$234K - $268K
|
66.4K
$10.3M
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$239K
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$215K - $246K
|
1.47K
$227K
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$226K
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
1.46KNew |
$214K - $245K
|
1.46K
$226K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.4KNew |
$206K - $235K
|
1.4K
$217K
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.4K+ 8.93% |
$205K - $235K
|
17K
$2.64M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.39KNew |
$203K - $233K
|
1.39K
$215K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.38KNew |
$203K - $232K
|
1.38K
$214K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.37KNew |
$202K - $231K
|
1.37K
$213K
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$201K - $230K
|
1.37K
$212K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.36KNew |
$200K - $228K
|
1.36K
$211K
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.36KNew |
$199K - $228K
|
1.36K
$210K
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.35KNew |
$199K - $227K
|
1.35K
$210K
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$197K - $226K
|
1.35K
$208K
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.34KNew |
$196K - $225K
|
1.34K
$207K
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.34KNew |
$196K - $224K
|
1.34K
$207K
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$206K
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.33KNew |
$195K - $224K
|
1.33K
$206K
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.33KNew |
$194K - $223K
|
1.33K
$205K
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.32KNew |
$194K - $222K
|
1.32K
$204K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$193K - $221K
|
1.32K
$204K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$202K
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$202K
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$202K
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$190K - $218K
|
1.3K
$201K
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$200K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.29K+ 9.98% |
$189K - $217K
|
14.2K
$2.2M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$200K
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$200K
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$199K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.39M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|