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 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
17+ 0.75% |
$2.49K - $2.86K
|
2.3K
$348K
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
17+ 0.42% |
$2.49K - $2.86K
|
4.05K
$612K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.46% |
$2.49K - $2.86K
|
3.71K
$561K
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
16+ 0.4% |
$2.35K - $2.69K
|
4.04K
$612K
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
15+ 0.58% |
$2.2K - $2.52K
|
2.6K
$394K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 0.36% |
$2.2K - $2.52K
|
4.17K
$632K
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$558K
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
15+ 0.05% |
$2.2K - $2.52K
|
29K
$4.39M
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.06% |
$2.2K - $2.52K
|
25.4K
$3.85M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15+ 0.35% |
$2.2K - $2.52K
|
4.33K
$655K
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
15+ 0.45% |
$2.2K - $2.52K
|
3.34K
$505K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14New |
$2.05K - $2.35K
|
14
$2.12K
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.14K
$323K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.77% |
$2.05K - $2.35K
|
1.83K
$277K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 1.1% |
$2.05K - $2.35K
|
1.28K
$194K
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14+ 0.38% |
$2.05K - $2.35K
|
3.69K
$559K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 1.38% |
$2.05K - $2.35K
|
1.03K
$156K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.13K
$322K
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.56% |
$1.91K - $2.18K
|
2.33K
$353K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13+ 0.3% |
$1.91K - $2.18K
|
4.31K
$652K
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
13+ 0.1% |
$1.91K - $2.18K
|
13.1K
$1.98M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 30.95% |
$1.91K - $2.18K
|
55
$8.33K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
12+ 9.6% |
$1.76K - $2.02K
|
137
$20.7K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
12+ 3.44% |
$1.76K - $2.02K
|
361
$54.6K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.08% |
$1.76K - $2.02K
|
14.2K
$2.16M
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
12+ 0.19% |
$1.76K - $2.02K
|
6.48K
$980K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.65% |
$1.76K - $2.02K
|
1.85K
$280K
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11+ 0.1% |
$1.61K - $1.85K
|
10.6K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.46% |
$1.61K - $1.85K
|
2.41K
$365K
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
11+ 0.24% |
$1.61K - $1.85K
|
4.63K
$701K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11+ 0.69% |
$1.61K - $1.85K
|
1.62K
$244K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11+ 0.64% |
$1.61K - $1.85K
|
1.73K
$262K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11+ 0.78% |
$1.61K - $1.85K
|
1.42K
$216K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 0.6% |
$1.61K - $1.85K
|
1.85K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.47K - $1.68K
|
4.6K
$696K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.51K
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.18% |
$1.47K - $1.68K
|
5.61K
$850K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10+ 0.19% |
$1.47K - $1.68K
|
5.28K
$799K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.57% |
$1.47K - $1.68K
|
1.77K
$268K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9+ 0.27% |
$1.32K - $1.51K
|
3.37K
$509K
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.32K - $1.51K
|
4.79K
$725K
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.16% |
$1.17K - $1.34K
|
5.05K
$765K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.65% |
$1.17K - $1.34K
|
1.24K
$187K
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.17K - $1.34K
|
6.07K
$919K
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$1.17K - $1.34K
|
2.92K
$442K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.3% |
$1.03K - $1.18K
|
2.32K
$350K
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
7+ 0.16% |
$1.03K - $1.18K
|
4.33K
$655K
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6+ 0.23% |
$880 - $1.01K
|
2.66K
$403K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.03% |
$880 - $1.01K
|
21.1K
$3.19M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6+ 0.34% |
$880 - $1.01K
|
1.75K
$265K
|