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 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.67K+ 122.12% |
$224K - $282K
|
3.04K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.67KNew |
$224K - $282K
|
1.67K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.67K+ 7.11% |
$223K - $281K
|
25.1K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.66K+ 16.39% |
$222K - $280K
|
11.8K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.66K+ 1.53% |
$222K - $280K
|
110K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.65KNew |
$221K - $279K
|
1.65K
$255K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.65KNew |
$220K - $277K
|
1.65K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 4.57% |
$219K - $276K
|
37.5K
$5.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.64K+ 20.14% |
$219K - $276K
|
9.75K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.63K+ 7.45% |
$218K - $274K
|
23.5K
$3.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.63K+ 1.59% |
$217K - $274K
|
104K
$16.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.61K+ 2.58% |
$215K - $271K
|
64K
$9.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 23.7% |
$215K - $270K
|
8.38K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.6K+ 83.94% |
$215K - $270K
|
3.52K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.6KNew |
$214K - $269K
|
1.6K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.6K+ 30.83% |
$213K - $269K
|
6.77K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 1.72% |
$213K - $268K
|
94.3K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.59K+ 4.2% |
$213K - $268K
|
39.5K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.59KNew |
$212K - $267K
|
1.59K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.59K+ 36.18% |
$212K - $267K
|
5.97K
$921K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.57K+ 7.2% |
$210K - $264K
|
23.4K
$3.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.56K+ 4.64% |
$209K - $263K
|
35.2K
$5.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.56K+ 10.36% |
$208K - $263K
|
16.6K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.55K+ 4.31% |
$207K - $261K
|
37.5K
$5.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1.55K+ 18.72% |
$207K - $261K
|
9.81K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55K+ 10.05% |
$207K - $261K
|
16.9K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.54K+ 16.48% |
$206K - $260K
|
10.9K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.54K+ 12.19% |
$206K - $260K
|
14.2K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.54K+ 23.06% |
$205K - $259K
|
8.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 7.65% |
$205K - $258K
|
21.6K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.53K+ 0.76% |
$205K - $258K
|
202K
$31.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1.53K+ 9.2% |
$204K - $258K
|
18.1K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.53K+ 3.69% |
$204K - $258K
|
43K
$6.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.53K+ 4.71% |
$204K - $257K
|
33.9K
$5.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.52KNew |
$203K - $256K
|
1.52K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.51K+ 8.76% |
$202K - $255K
|
18.8K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.51K+ 20.75% |
$202K - $255K
|
8.8K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.51K+ 336.75% |
$202K - $255K
|
1.96K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.51K+ 1.92% |
$202K - $255K
|
80.4K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.5K+ 19.22% |
$201K - $253K
|
9.32K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 123.95% |
$201K - $253K
|
2.71K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.5K+ 6.34% |
$201K - $253K
|
25.2K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.5K+ 7.11% |
$201K - $253K
|
22.6K
$3.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 6.15% |
$200K - $252K
|
25.8K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.49K+ 0.56% |
$199K - $251K
|
268K
$41.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 2.65% |
$199K - $250K
|
57.4K
$8.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
1.48K+ 2.32% |
$198K - $250K
|
65.5K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.48KNew |
$198K - $250K
|
1.48K
$229K
|