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 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
524+ 4.87% |
$70.1K - $88.3K
|
11.3K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
523New |
$69.9K - $88.1K
|
523
$80.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
522+ 0.68% |
$69.8K - $88K
|
77.3K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
521+ 7.43% |
$69.7K - $87.8K
|
7.53K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
519+ 24.52% |
$69.4K - $87.5K
|
2.64K
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
517+ 2.46% |
$69.1K - $87.1K
|
21.5K
$3.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
517+ 5.63% |
$69.1K - $87.1K
|
9.71K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
515+ 16.99% |
$68.9K - $86.8K
|
3.55K
$548K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
509+ 2.07% |
$68.1K - $85.8K
|
25K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
509+ 18.89% |
$68.1K - $85.8K
|
3.2K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
504+ 6.01% |
$67.4K - $84.9K
|
8.89K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
503+ 211.34% |
$67.3K - $84.8K
|
741
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
500+ 21.78% |
$66.9K - $84.3K
|
2.8K
$432K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
497+ 1.54% |
$66.5K - $83.7K
|
32.8K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
496+ 1.75% |
$66.3K - $83.6K
|
28.8K
$4.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
495+ 13.11% |
$66.2K - $83.4K
|
4.27K
$659K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
494+ 10.23% |
$66.1K - $83.2K
|
5.33K
$822K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
489+ 1.05% |
$65.4K - $82.4K
|
46.9K
$7.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
485+ 17.27% |
$64.9K - $81.7K
|
3.29K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
484+ 16.71% |
$64.7K - $81.6K
|
3.38K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
483+ 1.27% |
$64.6K - $81.4K
|
38.5K
$5.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
483+ 8.65% |
$64.6K - $81.4K
|
6.07K
$937K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
482+ 1.48% |
$64.5K - $81.2K
|
33.1K
$5.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
481+ 1.08% |
$64.3K - $81.1K
|
45K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
481+ 6.66% |
$64.3K - $81.1K
|
7.71K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
480+ 2.07% |
$64.2K - $80.9K
|
23.7K
$3.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
479+ 13.52% |
$64.1K - $80.7K
|
4.02K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
476+ 2.52% |
$63.7K - $80.2K
|
19.4K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
474+ 13.78% |
$63.4K - $79.9K
|
3.91K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
474+ 20.74% |
$63.4K - $79.9K
|
2.76K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
470+ 11.6% |
$62.9K - $79.2K
|
4.52K
$698K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
468New |
$62.6K - $78.9K
|
468
$72.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
467+ 2.99% |
$62.5K - $78.7K
|
16.1K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
467+ 3.68% |
$62.5K - $78.7K
|
13.1K
$2.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
460+ 37.7% |
$61.5K - $77.5K
|
1.68K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
460New |
$61.5K - $77.5K
|
460
$71K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
455+ 10.1% |
$60.8K - $76.7K
|
4.96K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
455+ 1.91% |
$60.8K - $76.7K
|
24.3K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
450+ 1.42% |
$60.2K - $75.8K
|
32.2K
$4.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
443+ 2.13% |
$59.2K - $74.6K
|
21.3K
$3.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
442+ 2.6% |
$59.1K - $74.5K
|
17.4K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
441+ 0.3% |
$59K - $74.3K
|
148K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
440+ 0.65% |
$58.8K - $74.1K
|
67.9K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
440+ 3.37% |
$58.8K - $74.1K
|
13.5K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
439+ 1.76% |
$58.7K - $74K
|
25.4K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
439+ 5.15% |
$58.7K - $74K
|
8.96K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
435+ 6.49% |
$58.2K - $73.3K
|
7.14K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
434+ 11.83% |
$58K - $73.1K
|
4.1K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
432+ 3.32% |
$57.8K - $72.8K
|
13.5K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
429+ 0.78% |
$57.4K - $72.3K
|
55.8K
$8.61M
|