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 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
BUY
|
- |
103+ 1.86% |
$13.8K - $17.4K
|
5.64K
$871K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
102+ 0.33% |
$13.6K - $17.2K
|
30.9K
$4.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
101+ 3.76% |
$13.5K - $17K
|
2.79K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
101+ 5.42% |
$13.5K - $17K
|
1.96K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
101+ 3.34% |
$13.5K - $17K
|
3.13K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
100+ 6.31% |
$13.4K - $16.9K
|
1.69K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
100+ 0.65% |
$13.4K - $16.9K
|
15.5K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
100+ 4.93% |
$13.4K - $16.9K
|
2.13K
$328K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 5.21% |
$13.4K - $16.9K
|
2.02K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
100+ 1.08% |
$13.4K - $16.9K
|
9.33K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
99+ 0.53% |
$13.2K - $16.7K
|
18.9K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
99+ 5.15% |
$13.2K - $16.7K
|
2.02K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
98+ 5.49% |
$13.1K - $16.5K
|
1.88K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
98+ 1.78% |
$13.1K - $16.5K
|
5.61K
$867K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
97+ 0.56% |
$13K - $16.3K
|
17.3K
$2.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
97+ 2.54% |
$13K - $16.3K
|
3.92K
$606K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
97+ 2.7% |
$13K - $16.3K
|
3.7K
$571K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
96+ 1.53% |
$12.8K - $16.2K
|
6.39K
$987K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
95+ 4.34% |
$12.7K - $16K
|
2.29K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94+ 15.41% |
$12.6K - $15.8K
|
704
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
94+ 0.92% |
$12.6K - $15.8K
|
10.4K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
94+ 3.94% |
$12.6K - $15.8K
|
2.48K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
93+ 1.18% |
$12.4K - $15.7K
|
7.99K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
93+ 5.32% |
$12.4K - $15.7K
|
1.84K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
93+ 3.54% |
$12.4K - $15.7K
|
2.72K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
93+ 1.95% |
$12.4K - $15.7K
|
4.86K
$750K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
91+ 52.3% |
$12.2K - $15.3K
|
265
$40.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
90+ 1.03% |
$12K - $15.2K
|
8.84K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
90+ 1.0% |
$12K - $15.2K
|
9.05K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
90+ 1.71% |
$12K - $15.2K
|
5.34K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
90+ 2.6% |
$12K - $15.2K
|
3.56K
$549K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
90+ 1.42% |
$12K - $15.2K
|
6.44K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
90+ 1.36% |
$12K - $15.2K
|
6.7K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
89+ 1.03% |
$11.9K - $15K
|
8.69K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
88+ 5.5% |
$11.8K - $14.8K
|
1.69K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
87+ 3.76% |
$11.6K - $14.7K
|
2.4K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
83+ 0.21% |
$11.1K - $14K
|
39.8K
$6.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
83+ 2.32% |
$11.1K - $14K
|
3.66K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
81+ 1.02% |
$10.8K - $13.6K
|
8.04K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
81+ 1.98% |
$10.8K - $13.6K
|
4.17K
$644K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
80+ 4.19% |
$10.7K - $13.5K
|
1.99K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
80+ 4.94% |
$10.7K - $13.5K
|
1.7K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
80+ 5.12% |
$10.7K - $13.5K
|
1.64K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
80+ 1.9% |
$10.7K - $13.5K
|
4.29K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
80+ 2.8% |
$10.7K - $13.5K
|
2.94K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
79+ 1.27% |
$10.6K - $13.3K
|
6.32K
$976K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
79+ 1.24% |
$10.6K - $13.3K
|
6.47K
$999K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
77+ 0.58% |
$10.3K - $13K
|
13.3K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
77+ 0.17% |
$10.3K - $13K
|
45.7K
$7.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
76+ 0.97% |
$10.2K - $12.8K
|
7.88K
$1.22M
|