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
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
53+ 0.2% |
$7.09K - $8.93K
|
26.5K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.81% |
$7.09K - $8.93K
|
6.58K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
53+ 5.14% |
$7.09K - $8.93K
|
1.08K
$167K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
52+ 2.26% |
$6.95K - $8.76K
|
2.35K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
52+ 1.48% |
$6.95K - $8.76K
|
3.57K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
52+ 2.4% |
$6.95K - $8.76K
|
2.22K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
51+ 2.08% |
$6.82K - $8.59K
|
2.51K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 0.24% |
$6.82K - $8.59K
|
21.1K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
51+ 0.7% |
$6.82K - $8.59K
|
7.36K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
51+ 0.76% |
$6.82K - $8.59K
|
6.73K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
51+ 2.76% |
$6.82K - $8.59K
|
1.9K
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
51+ 2.71% |
$6.82K - $8.59K
|
1.93K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
51+ 2.48% |
$6.82K - $8.59K
|
2.11K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
51+ 12.53% |
$6.82K - $8.59K
|
458
$70.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
51+ 0.32% |
$6.82K - $8.59K
|
15.8K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
50+ 0.83% |
$6.69K - $8.43K
|
6.06K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
50+ 0.94% |
$6.69K - $8.43K
|
5.35K
$826K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
50+ 5.5% |
$6.69K - $8.43K
|
959
$148K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.31% |
$6.55K - $8.26K
|
3.79K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
49+ 0.4% |
$6.55K - $8.26K
|
12.3K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
49+ 0.6% |
$6.55K - $8.26K
|
8.18K
$1.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
47+ 1.98% |
$6.29K - $7.92K
|
2.42K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
47+ 0.49% |
$6.29K - $7.92K
|
9.64K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.59% |
$6.29K - $7.92K
|
7.96K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47+ 0.77% |
$6.29K - $7.92K
|
6.15K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 1.09% |
$6.29K - $7.92K
|
4.38K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
46+ 2.11% |
$6.15K - $7.75K
|
2.22K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
46+ 2.85% |
$6.15K - $7.75K
|
1.66K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 0.43% |
$6.02K - $7.58K
|
10.6K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
45New |
$6.02K - $7.58K
|
45
$6.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45+ 0.73% |
$6.02K - $7.58K
|
6.24K
$963K
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
44+ 1.72% |
$5.88K - $7.41K
|
2.6K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
44+ 2.02% |
$5.88K - $7.41K
|
2.22K
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
43+ 9.29% |
$5.75K - $7.25K
|
506
$78.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
42+ 0.75% |
$5.62K - $7.08K
|
5.66K
$873K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
41+ 1.38% |
$5.48K - $6.91K
|
3K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
BUY
|
- |
41+ 0.46% |
$5.48K - $6.91K
|
8.89K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
41+ 12.09% |
$5.48K - $6.91K
|
380
$58.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
40+ 16.95% |
$5.35K - $6.74K
|
276
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
40+ 0.31% |
$5.35K - $6.74K
|
13.1K
$2.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
39+ 1.13% |
$5.22K - $6.57K
|
3.48K
$537K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
38+ 0.79% |
$5.08K - $6.4K
|
4.87K
$753K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38+ 0.47% |
$5.08K - $6.4K
|
8.09K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
38New |
$5.08K - $6.4K
|
38
$5.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
38+ 1.2% |
$5.08K - $6.4K
|
3.2K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
38+ 3.76% |
$5.08K - $6.4K
|
1.05K
$162K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
38+ 0.97% |
$5.08K - $6.4K
|
3.94K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
37+ 1.76% |
$4.95K - $6.23K
|
2.14K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
37New |
$4.95K - $6.23K
|
37
$5.71K
|