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
|
Terril Brothers, Inc.
|
BUY
|
- |
76+ 3.97% |
$10.2K - $12.8K
|
1.99K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75+ 1.43% |
$10K - $12.6K
|
5.32K
$821K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
75+ 0.22% |
$10K - $12.6K
|
33.8K
$5.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
75+ 0.21% |
$10K - $12.6K
|
36.6K
$5.65M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
75+ 3.75% |
$10K - $12.6K
|
2.08K
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
74+ 0.32% |
$9.9K - $12.5K
|
23K
$3.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
74+ 4.34% |
$9.9K - $12.5K
|
1.78K
$275K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
73+ 9.8% |
$9.76K - $12.3K
|
818
$126K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
72+ 3.15% |
$9.63K - $12.1K
|
2.36K
$364K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
72+ 4.47% |
$9.63K - $12.1K
|
1.68K
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 4.07% |
$9.49K - $12K
|
1.82K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
71+ 0.34% |
$9.49K - $12K
|
21.2K
$3.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70+ 10.29% |
$9.36K - $11.8K
|
750
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
70+ 3.18% |
$9.36K - $11.8K
|
2.27K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
70+ 11.59% |
$9.36K - $11.8K
|
674
$104K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
70+ 0.71% |
$9.36K - $11.8K
|
9.96K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
69+ 3.77% |
$9.23K - $11.6K
|
1.9K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.68% |
$9.23K - $11.6K
|
4.17K
$644K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
68+ 0.59% |
$9.09K - $11.5K
|
11.6K
$1.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
68+ 2.41% |
$9.09K - $11.5K
|
2.89K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
68+ 0.68% |
$9.09K - $11.5K
|
10.1K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
67+ 1.0% |
$8.96K - $11.3K
|
6.75K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
66+ 0.52% |
$8.83K - $11.1K
|
12.8K
$1.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
66+ 7.37% |
$8.83K - $11.1K
|
961
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
65+ 3.0% |
$8.69K - $11K
|
2.23K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
65+ 0.06% |
$8.69K - $11K
|
102K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
64+ 4.13% |
$8.56K - $10.8K
|
1.62K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
64+ 42.38% |
$8.56K - $10.8K
|
215
$33.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
63+ 1.84% |
$8.42K - $10.6K
|
3.5K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 2.23% |
$8.42K - $10.6K
|
2.88K
$445K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
62+ 2.49% |
$8.29K - $10.4K
|
2.55K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
62+ 0.66% |
$8.29K - $10.4K
|
9.47K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
62+ 0.98% |
$8.29K - $10.4K
|
6.37K
$984K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
61+ 2.0% |
$8.16K - $10.3K
|
3.11K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
61+ 4.18% |
$8.16K - $10.3K
|
1.52K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
60+ 2.9% |
$8.02K - $10.1K
|
2.13K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
60+ 0.87% |
$8.02K - $10.1K
|
6.94K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
60+ 3.75% |
$8.02K - $10.1K
|
1.66K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
59+ 4.18% |
$7.89K - $9.94K
|
1.47K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
59+ 3.13% |
$7.89K - $9.94K
|
1.94K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
58+ 1.14% |
$7.76K - $9.77K
|
5.15K
$796K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58+ 4.22% |
$7.76K - $9.77K
|
1.43K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
58+ 2.26% |
$7.76K - $9.77K
|
2.63K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
57+ 1.76% |
$7.62K - $9.61K
|
3.29K
$508K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
57+ 0.37% |
$7.62K - $9.61K
|
15.3K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
57+ 1.5% |
$7.62K - $9.61K
|
3.85K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
57+ 1.13% |
$7.62K - $9.61K
|
5.11K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56+ 1.28% |
$7.49K - $9.44K
|
4.43K
$684K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
56+ 3.01% |
$7.49K - $9.44K
|
1.92K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
56New |
$7.49K - $9.44K
|
56
$8.65K
|