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 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.37K+ 78.47% |
$200K - $222K
|
3.13K
$493K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.37KNew |
$200K - $222K
|
1.37K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.37K+ 2.06% |
$199K - $222K
|
68K
$10.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.37KNew |
$199K - $221K
|
1.37K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.36K+ 1.82% |
$198K - $220K
|
76.3K
$12M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.36K+ 5.99% |
$198K - $220K
|
24.1K
$3.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 29.77% |
$198K - $220K
|
5.93K
$936K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.36K+ 5.21% |
$198K - $220K
|
27.5K
$4.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.36K+ 7.48% |
$198K - $220K
|
19.5K
$3.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$213K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 19.94% |
$196K - $218K
|
8.11K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.34K+ 80.0% |
$196K - $217K
|
3.02K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$212K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34KNew |
$195K - $216K
|
1.34K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.33K+ 16.43% |
$194K - $216K
|
9.46K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 6.12% |
$194K - $215K
|
23.1K
$3.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.33KNew |
$193K - $215K
|
1.33K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.32KNew |
$192K - $214K
|
1.32K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.32KNew |
$192K - $214K
|
1.32K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.31K+ 40.8% |
$191K - $212K
|
4.53K
$715K
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.31KNew |
$191K - $212K
|
1.31K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.31KNew |
$190K - $212K
|
1.31K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.31KNew |
$190K - $211K
|
1.31K
$206K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.28K+ 65.57% |
$186K - $207K
|
3.23K
$510K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.28K+ 29.65% |
$186K - $207K
|
5.59K
$882K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.28K+ 28.01% |
$186K - $207K
|
5.84K
$920K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.27K+ 0.58% |
$185K - $205K
|
219K
$34.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.26K+ 29.99% |
$184K - $204K
|
5.47K
$863K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.26K+ 2.53% |
$183K - $204K
|
50.9K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.23K+ 11.72% |
$180K - $200K
|
11.8K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2K+ 3.88% |
$174K - $194K
|
32.1K
$5.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.18K+ 57.46% |
$171K - $190K
|
3.22K
$508K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.16K+ 13.56% |
$169K - $188K
|
9.73K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.16K+ 33.24% |
$169K - $188K
|
4.66K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.16K+ 14.89% |
$168K - $187K
|
8.92K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.15K+ 5.84% |
$167K - $186K
|
20.8K
$3.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 3.86% |
$167K - $186K
|
30.9K
$4.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.15K+ 3.96% |
$167K - $185K
|
30.1K
$4.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.37% |
$165K - $183K
|
27K
$4.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$163K - $181K
|
1.12K
$176K
|