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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
5.24K+ 24.88% |
$763K - $848K
|
26.3K
$4.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.23K+ 6.06% |
$761K - $846K
|
91.5K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5.19K+ 10.08% |
$756K - $840K
|
56.7K
$8.94M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.17K+ 2.71% |
$753K - $837K
|
196K
$30.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.13K+ 15.87% |
$746K - $830K
|
37.4K
$5.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.12K+ 4.14% |
$745K - $828K
|
129K
$20.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.07K+ 43.49% |
$738K - $821K
|
16.7K
$2.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.07K+ 12.3% |
$738K - $820K
|
46.3K
$7.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.04K+ 33.04% |
$733K - $815K
|
20.3K
$3.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 8.26% |
$729K - $811K
|
65.6K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5KNew |
$727K - $808K
|
5K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.89K+ 26.77% |
$711K - $791K
|
23.1K
$3.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.86KNew |
$707K - $786K
|
4.86K
$767K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.73K+ 6.97% |
$689K - $765K
|
72.6K
$11.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 8.6% |
$664K - $739K
|
57.7K
$9.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.49K+ 10.61% |
$653K - $726K
|
46.8K
$7.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.4K+ 5.65% |
$640K - $711K
|
82.2K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
4.35K+ 3.44% |
$633K - $704K
|
131K
$20.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.31K+ 47.03% |
$628K - $698K
|
13.5K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.31K+ 8.15% |
$627K - $697K
|
57.2K
$9.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 11.15% |
$625K - $695K
|
42.8K
$6.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.28K+ 6.77% |
$622K - $692K
|
67.5K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.27K+ 0.57% |
$622K - $691K
|
748K
$118M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 46.94% |
$619K - $688K
|
13.3K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
4.17K+ 42.63% |
$607K - $675K
|
13.9K
$2.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.07K+ 10.03% |
$592K - $658K
|
44.6K
$7.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.04K+ 141.0% |
$589K - $654K
|
6.91K
$1.09M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
BUY
|
- |
4.04KNew |
$589K - $654K
|
4.04K
$638K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.95K+ 131.88% |
$575K - $639K
|
6.95K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.91K+ 67.61% |
$569K - $632K
|
9.69K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.87KNew |
$563K - $626K
|
3.87K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.85K+ 1.49% |
$561K - $624K
|
262K
$41.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.85K+ 11.65% |
$560K - $622K
|
36.9K
$5.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.82K+ 19.13% |
$556K - $618K
|
23.8K
$3.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.81K+ 0.95% |
$555K - $617K
|
405K
$63.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
3.74K+ 31.92% |
$544K - $605K
|
15.5K
$2.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.7K+ 8.76% |
$539K - $599K
|
46K
$7.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.69KNew |
$537K - $597K
|
3.69K
$582K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.65K+ 59.31% |
$531K - $590K
|
9.79K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.6KNew |
$525K - $583K
|
3.6K
$568K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.6K+ 130.45% |
$524K - $582K
|
6.36K
$1M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.58K+ 15.51% |
$521K - $579K
|
26.7K
$4.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.55KNew |
$517K - $575K
|
3.55K
$561K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.55K+ 6.83% |
$517K - $575K
|
55.6K
$8.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.52K+ 1.38% |
$512K - $569K
|
258K
$40.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.51K+ 40.05% |
$511K - $568K
|
12.3K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.48K+ 15.48% |
$507K - $563K
|
26K
$4.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.47K+ 19.54% |
$505K - $561K
|
21.2K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.35% |
$503K - $559K
|
259K
$40.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.43KNew |
$499K - $555K
|
3.43K
$541K
|