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 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
712New |
$104K - $120K
|
712
$110K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
700+ 19.49% |
$103K - $118K
|
4.29K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
699New |
$103K - $117K
|
699
$108K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
672New |
$98.6K - $113K
|
672
$104K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
652+ 22.46% |
$95.7K - $110K
|
3.56K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
648+ 4.47% |
$95.1K - $109K
|
15.1K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
638+ 33.02% |
$93.6K - $107K
|
2.57K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
624+ 42.83% |
$91.5K - $105K
|
2.08K
$322K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
532+ 2.39% |
$78K - $89.4K
|
22.8K
$3.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
528New |
$77.5K - $88.7K
|
528
$81.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
507+ 2.9% |
$74.4K - $85.2K
|
18K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
499New |
$73.2K - $83.8K
|
499
$77.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
473+ 4.71% |
$69.4K - $79.4K
|
10.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
462+ 0.88% |
$67.8K - $77.6K
|
53.1K
$8.22M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
450+ 1.75% |
$66K - $75.6K
|
26.1K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
389+ 1.13% |
$57.1K - $65.3K
|
34.7K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
350+ 4.94% |
$51.3K - $58.8K
|
7.44K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
339+ 10.55% |
$49.7K - $56.9K
|
3.55K
$550K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$51.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
320+ 60.61% |
$46.9K - $53.8K
|
848
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
316+ 2.94% |
$46.4K - $53.1K
|
11.1K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
296+ 7.47% |
$43.4K - $49.7K
|
4.26K
$659K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
293+ 18.45% |
$43K - $49.2K
|
1.88K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
280+ 18.32% |
$41.1K - $47K
|
1.81K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
275+ 17.94% |
$40.3K - $46.2K
|
1.81K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
273+ 19.43% |
$40.1K - $45.9K
|
1.68K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$39.8K - $45.5K
|
271
$42K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
269New |
$39.5K - $45.2K
|
269
$41.7K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
267+ 8.6% |
$39.2K - $44.8K
|
3.37K
$522K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 5.0% |
$36.1K - $41.3K
|
5.16K
$800K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
234New |
$34.3K - $39.3K
|
234
$36.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
222New |
$32.6K - $37.3K
|
222
$34.4K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$421K
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
212+ 5.73% |
$31.1K - $35.6K
|
3.91K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $33.6K
|
200
$31K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
195+ 11.71% |
$28.6K - $32.8K
|
1.86K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
179+ 267.16% |
$26.3K - $30.1K
|
246
$38.1K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
169+ 1.67% |
$24.8K - $28.4K
|
10.3K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
167+ 11.93% |
$24.5K - $28.1K
|
1.57K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
161+ 2.38% |
$23.6K - $27K
|
6.92K
$1.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$254K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
152+ 0.32% |
$22.3K - $25.5K
|
47.7K
$7.39M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
151+ 10.36% |
$22.2K - $25.4K
|
1.61K
$249K
|