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 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
346+ 4.06% |
$46.3K - $58.3K
|
8.88K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
346+ 19.98% |
$46.3K - $58.3K
|
2.08K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
343+ 8.32% |
$45.9K - $57.8K
|
4.47K
$690K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
343+ 1.68% |
$45.9K - $57.8K
|
20.7K
$3.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
341+ 11.63% |
$45.6K - $57.5K
|
3.27K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
340+ 1.05% |
$45.5K - $57.3K
|
32.8K
$5.07M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
339+ 0.34% |
$45.3K - $57.1K
|
98.8K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
339+ 3.11% |
$45.3K - $57.1K
|
11.2K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
338+ 6.65% |
$45.2K - $57K
|
5.42K
$837K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
338+ 1.5% |
$45.2K - $57K
|
22.9K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
337+ 22.56% |
$45.1K - $56.8K
|
1.83K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
333+ 2.2% |
$44.5K - $56.1K
|
15.5K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 2.13% |
$44.4K - $55.9K
|
15.9K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
331+ 2.72% |
$44.3K - $55.8K
|
12.5K
$1.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
330+ 0.83% |
$44.1K - $55.6K
|
40K
$6.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
328+ 2.13% |
$43.9K - $55.3K
|
15.7K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
328+ 0.66% |
$43.9K - $55.3K
|
49.8K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
328+ 0.82% |
$43.9K - $55.3K
|
40.5K
$6.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
327New |
$43.7K - $55.1K
|
327
$50.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
326+ 7.16% |
$43.6K - $54.9K
|
4.88K
$754K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
325+ 6.77% |
$43.5K - $54.8K
|
5.13K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
325+ 1.68% |
$43.5K - $54.8K
|
19.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
324+ 6.54% |
$43.3K - $54.6K
|
5.28K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
323+ 1.24% |
$43.2K - $54.4K
|
26.3K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
323+ 3.88% |
$43.2K - $54.4K
|
8.64K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
322+ 5.45% |
$43.1K - $54.3K
|
6.23K
$962K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
321New |
$42.9K - $54.1K
|
321
$49.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
321+ 6.08% |
$42.9K - $54.1K
|
5.6K
$865K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
320+ 0.69% |
$42.8K - $53.9K
|
47K
$7.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
320+ 4.19% |
$42.8K - $53.9K
|
7.95K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
318+ 18.74% |
$42.5K - $53.6K
|
2.02K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
318+ 2.45% |
$42.5K - $53.6K
|
13.3K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
315+ 10.19% |
$42.1K - $53.1K
|
3.41K
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
315+ 4.63% |
$42.1K - $53.1K
|
7.12K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
314+ 3.98% |
$42K - $52.9K
|
8.2K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
313+ 7.61% |
$41.9K - $52.7K
|
4.43K
$683K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
312+ 0.16% |
$41.7K - $52.6K
|
191K
$29.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
311+ 17.08% |
$41.6K - $52.4K
|
2.13K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
309+ 8.13% |
$41.3K - $52.1K
|
4.11K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
308+ 18.75% |
$41.2K - $51.9K
|
1.95K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
308+ 2.34% |
$41.2K - $51.9K
|
13.5K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
305+ 8.68% |
$40.8K - $51.4K
|
3.82K
$590K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
304+ 41.82% |
$40.7K - $51.2K
|
1.03K
$159K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
302+ 2.83% |
$40.4K - $50.9K
|
11K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
300+ 5.34% |
$40.1K - $50.6K
|
5.92K
$914K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
300+ 6.66% |
$40.1K - $50.6K
|
4.8K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
300+ 1.72% |
$40.1K - $50.6K
|
17.7K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
299+ 1.71% |
$40K - $50.4K
|
17.8K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
299+ 23.73% |
$40K - $50.4K
|
1.56K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
298+ 0.95% |
$39.9K - $50.2K
|
31.8K
$4.92M
|