Purchases and Sales Made in Q2 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 2025. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 76.92% |
$398K - $502K
|
6.85K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.98K+ 1.27% |
$398K - $502K
|
238K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.97K+ 0.91% |
$398K - $501K
|
329K
$50.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.92K+ 243.81% |
$390K - $491K
|
4.11K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 5.12% |
$389K - $490K
|
59.7K
$9.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.9K+ 13.06% |
$387K - $488K
|
25.1K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.87K+ 6.67% |
$384K - $483K
|
45.9K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.86KNew |
$382K - $481K
|
2.86K
$441K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.85K+ 5.74% |
$381K - $481K
|
52.5K
$8.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 1.86% |
$381K - $480K
|
156K
$24.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 13.19% |
$378K - $477K
|
24.3K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.82K+ 1.72% |
$378K - $476K
|
167K
$25.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.82K+ 19.85% |
$378K - $476K
|
17K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.81K+ 2.52% |
$375K - $473K
|
114K
$17.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.8KNew |
$374K - $472K
|
2.8K
$432K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 19.87% |
$373K - $470K
|
16.8K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.77K+ 18.08% |
$370K - $467K
|
18.1K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.76KNew |
$369K - $466K
|
2.76K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.76K+ 5.79% |
$369K - $465K
|
50.4K
$7.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 8.7% |
$366K - $461K
|
34.2K
$5.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
2.73KNew |
$365K - $460K
|
2.73K
$421K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.7K+ 57.0% |
$361K - $455K
|
7.45K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.69K+ 13.74% |
$360K - $453K
|
22.3K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.67K+ 9.42% |
$358K - $451K
|
31.1K
$4.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.67K+ 14.69% |
$357K - $450K
|
20.9K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.66K+ 2.23% |
$356K - $449K
|
122K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.66K+ 17.19% |
$356K - $448K
|
18.1K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.66K+ 0.88% |
$355K - $448K
|
305K
$47.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.65K+ 188.01% |
$354K - $446K
|
4.06K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.61K+ 3.41% |
$350K - $440K
|
79.3K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
2.61K+ 83.78% |
$349K - $440K
|
5.73K
$885K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.61K+ 5.89% |
$349K - $440K
|
46.9K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$348K - $438K
|
2.6K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.58K+ 714.13% |
$345K - $434K
|
2.94K
$454K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.57K+ 11.72% |
$343K - $433K
|
24.5K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.56K+ 8.42% |
$343K - $432K
|
33K
$5.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.56K+ 1.82% |
$342K - $431K
|
143K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$395K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.55K+ 8.14% |
$341K - $430K
|
33.9K
$5.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.52K+ 192.23% |
$338K - $425K
|
3.84K
$593K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.51KNew |
$336K - $423K
|
2.51K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.47K+ 12.82% |
$330K - $416K
|
21.7K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.46K+ 48.75% |
$330K - $415K
|
7.52K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.45K+ 112.11% |
$328K - $414K
|
4.64K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.44K+ 3.37% |
$327K - $412K
|
75K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
2.44K+ 12.32% |
$326K - $411K
|
22.2K
$3.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.43K+ 11.07% |
$325K - $410K
|
24.4K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.43K+ 9.43% |
$325K - $409K
|
28.2K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.42K+ 14.13% |
$324K - $408K
|
19.6K
$3.02M
|