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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.9KNew |
$254K - $319K
|
1.9K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.89K+ 1.46% |
$252K - $318K
|
131K
$20.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.88K+ 6.15% |
$252K - $317K
|
32.5K
$5.02M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.88KNew |
$251K - $316K
|
1.88K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.88K+ 7.67% |
$251K - $316K
|
26.3K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.87K+ 9.23% |
$251K - $316K
|
22.2K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.87K+ 17.27% |
$250K - $315K
|
12.7K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1.87K+ 912.68% |
$250K - $315K
|
2.08K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.87K+ 5.26% |
$249K - $314K
|
37.3K
$5.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.87K+ 1.89% |
$249K - $314K
|
101K
$15.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.86K+ 6.25% |
$249K - $314K
|
31.7K
$4.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
1.86K+ 4.45% |
$249K - $314K
|
43.7K
$6.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.86K+ 2.82% |
$249K - $313K
|
67.9K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.86KNew |
$248K - $313K
|
1.86K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 4.61% |
$248K - $312K
|
42.1K
$6.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.84K+ 1.48% |
$246K - $310K
|
126K
$19.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.83K+ 52.07% |
$245K - $309K
|
5.36K
$827K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.83KNew |
$244K - $308K
|
1.83K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.81KNew |
$242K - $305K
|
1.81K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.8K+ 10.58% |
$241K - $303K
|
18.8K
$2.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.78KNew |
$239K - $301K
|
1.78K
$276K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 15.45% |
$238K - $300K
|
13.3K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$237K - $299K
|
1.78K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.77K+ 16.61% |
$237K - $298K
|
12.4K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.77K+ 8.14% |
$236K - $297K
|
23.5K
$3.62M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$234K - $295K
|
298K
$46M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.75K+ 9.58% |
$233K - $294K
|
20K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.75K+ 19.16% |
$233K - $294K
|
10.9K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$233K - $293K
|
33.3K
$5.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.74K+ 3.42% |
$233K - $293K
|
52.7K
$8.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.73K+ 18.01% |
$232K - $292K
|
11.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$232K - $292K
|
1.73K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.73K+ 4.67% |
$232K - $292K
|
38.8K
$6M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.73K+ 2.67% |
$232K - $292K
|
66.6K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 1.77% |
$231K - $291K
|
99K
$15.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 8.54% |
$229K - $289K
|
21.8K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$265K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71K+ 36.94% |
$229K - $288K
|
6.35K
$980K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 16.83% |
$228K - $288K
|
11.9K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.71K+ 9.94% |
$228K - $287K
|
18.9K
$2.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.7K+ 27.73% |
$227K - $286K
|
7.83K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.7KNew |
$227K - $286K
|
1.7K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.7K+ 17.55% |
$227K - $286K
|
11.4K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.69K+ 7.97% |
$227K - $285K
|
22.9K
$3.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.29% |
$225K - $283K
|
40.8K
$6.3M
|