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 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
602+ 4.19% |
$80.5K - $101K
|
15K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
601+ 4.78% |
$80.4K - $101K
|
13.2K
$2.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
600+ 0.92% |
$80.2K - $101K
|
65.5K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
600+ 2.48% |
$80.2K - $101K
|
24.8K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
594+ 5.94% |
$79.4K - $100K
|
10.6K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
594+ 48.73% |
$79.4K - $100K
|
1.81K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
593+ 3.76% |
$79.3K - $99.9K
|
16.3K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
593+ 21.65% |
$79.3K - $99.9K
|
3.33K
$515K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
591+ 0.35% |
$79K - $99.6K
|
170K
$26.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
590+ 0.3% |
$78.9K - $99.4K
|
199K
$30.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
590+ 4.21% |
$78.9K - $99.4K
|
14.6K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
589+ 36.45% |
$78.8K - $99.3K
|
2.21K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
586+ 13.2% |
$78.4K - $98.7K
|
5.03K
$776K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
585+ 1.12% |
$78.2K - $98.6K
|
52.9K
$8.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
585+ 4.17% |
$78.2K - $98.6K
|
14.6K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
584+ 4.09% |
$78.1K - $98.4K
|
14.9K
$2.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
583+ 3.52% |
$78K - $98.2K
|
17.2K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
581+ 8.89% |
$77.7K - $97.9K
|
7.12K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
579+ 8.11% |
$77.4K - $97.6K
|
7.72K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
575+ 1026.79% |
$76.9K - $96.9K
|
631
$97.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
574+ 12.22% |
$76.8K - $96.7K
|
5.27K
$814K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
574+ 14.36% |
$76.8K - $96.7K
|
4.57K
$706K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
568+ 1.09% |
$76K - $95.7K
|
52.4K
$8.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
567+ 3.93% |
$75.8K - $95.5K
|
15K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
565+ 4.13% |
$75.6K - $95.2K
|
14.2K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
563+ 16.96% |
$75.3K - $94.9K
|
3.88K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 21.43% |
$75.2K - $94.7K
|
3.18K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
561+ 4.2% |
$75K - $94.5K
|
13.9K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
560+ 2.17% |
$74.9K - $94.4K
|
26.4K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
560+ 6.16% |
$74.9K - $94.4K
|
9.65K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
559+ 18.73% |
$74.8K - $94.2K
|
3.54K
$547K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
557+ 12.17% |
$74.5K - $93.9K
|
5.13K
$793K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
555+ 1.92% |
$74.2K - $93.5K
|
29.4K
$4.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
553+ 6.22% |
$74K - $93.2K
|
9.45K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
553+ 3.57% |
$74K - $93.2K
|
16.1K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
552+ 3.89% |
$73.8K - $93K
|
14.8K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
551+ 18.71% |
$73.7K - $92.8K
|
3.5K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
551+ 5.01% |
$73.7K - $92.8K
|
11.5K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
550+ 13.02% |
$73.6K - $92.7K
|
4.78K
$737K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
550+ 9.17% |
$73.6K - $92.7K
|
6.55K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
550+ 265.7% |
$73.6K - $92.7K
|
757
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
550+ 10.3% |
$73.6K - $92.7K
|
5.89K
$909K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
548+ 2.79% |
$73.3K - $92.3K
|
20.2K
$3.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
545+ 3.47% |
$72.9K - $91.8K
|
16.2K
$2.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
528+ 6.75% |
$70.6K - $89K
|
8.35K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
528+ 6.28% |
$70.6K - $89K
|
8.93K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
526+ 30.07% |
$70.3K - $88.6K
|
2.28K
$351K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
525+ 7.15% |
$70.2K - $88.5K
|
7.87K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
524+ 15.63% |
$70.1K - $88.3K
|
3.88K
$599K
|