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 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$880 - $1.01K
|
7.24K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.3% |
$880 - $1.01K
|
2.01K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6+ 0.15% |
$880 - $1.01K
|
4.04K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.47% |
$880 - $1.01K
|
1.28K
$193K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.69% |
$880 - $1.01K
|
880
$133K
|
|
|
May 15, 2025
Q1 2025
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
5+ 0.03% |
$734 - $840
|
14.6K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
5+ 1.01% |
$734 - $840
|
499
$75.5K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.07% |
$734 - $840
|
6.82K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.03% |
$734 - $840
|
17.3K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5+ 0.09% |
$734 - $840
|
5.3K
$802K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5+ 0.23% |
$734 - $840
|
2.16K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$734 - $840
|
17.5K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.32% |
$734 - $840
|
1.58K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.6K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.84K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.12% |
$587 - $672
|
360
$54.5K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.89K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.95K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.23% |
$587 - $672
|
1.72K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.08% |
$587 - $672
|
5.29K
$800K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.86K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.62K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 0.84% |
$587 - $672
|
483
$73.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.82K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$587 - $672
|
561
$84.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.24K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.18K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$587 - $672
|
12.8K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$587 - $672
|
9.71K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3+ 0.01% |
$440 - $504
|
27.7K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3+ 0.14% |
$440 - $504
|
2.09K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3+ 0.13% |
$440 - $504
|
2.27K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3New |
$440 - $504
|
3
$454
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$440 - $504
|
1.74K
$263K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$293 - $336
|
1.29K
$195K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.03% |
$293 - $336
|
5.78K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.47% |
$293 - $336
|
425
$64.3K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$50.1K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$293 - $336
|
13.1K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.84K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.85% |
$293 - $336
|
238
$36K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
1+ 0.03% |
$147 - $168
|
2.96K
$447K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1+ 5.0% |
$147 - $168
|
21
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.47% |
$147 - $168
|
69
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.33K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.24% |
$147 - $168
|
410
$62.1K
|