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 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
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
36+ 0.66% |
$4.81K - $6.07K
|
5.46K
$843K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 0.37% |
$4.68K - $5.9K
|
9.6K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
34+ 0.85% |
$4.55K - $5.73K
|
4.02K
$621K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
34+ 3400.0% |
$4.55K - $5.73K
|
35
$5.41K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
33+ 0.39% |
$4.41K - $5.56K
|
8.5K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
32+ 2.15% |
$4.28K - $5.39K
|
1.52K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
32+ 0.53% |
$4.28K - $5.39K
|
6.03K
$931K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
31+ 0.1% |
$4.15K - $5.22K
|
32.1K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
31+ 0.78% |
$4.15K - $5.22K
|
4.02K
$621K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
31+ 22.63% |
$4.15K - $5.22K
|
168
$25.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.11% |
$4.15K - $5.22K
|
2.82K
$436K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
31+ 1.3% |
$4.15K - $5.22K
|
2.41K
$372K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 2.02% |
$4.01K - $5.06K
|
1.52K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
30+ 0.29% |
$4.01K - $5.06K
|
10.4K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
30+ 1.11% |
$4.01K - $5.06K
|
2.73K
$422K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
30+ 0.27% |
$4.01K - $5.06K
|
11K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Coerente Capital Management
|
BUY
|
- |
30+ 0.14% |
$4.01K - $5.06K
|
20.9K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
30+ 1.59% |
$4.01K - $5.06K
|
1.92K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 0.39% |
$4.01K - $5.06K
|
7.64K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
29+ 1.78% |
$3.88K - $4.89K
|
1.66K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
29+ 1.14% |
$3.88K - $4.89K
|
2.58K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
29+ 82.86% |
$3.88K - $4.89K
|
64
$9.88K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.7% |
$3.88K - $4.89K
|
4.19K
$648K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
28+ 0.15% |
$3.74K - $4.72K
|
18.6K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
28+ 0.24% |
$3.74K - $4.72K
|
11.5K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
28+ 0.76% |
$3.74K - $4.72K
|
3.72K
$574K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
28+ 1.44% |
$3.74K - $4.72K
|
1.97K
$305K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
27+ 0.61% |
$3.61K - $4.55K
|
4.45K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
27+ 1.04% |
$3.61K - $4.55K
|
2.63K
$406K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
26+ 0.22% |
$3.48K - $4.38K
|
11.9K
$1.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
26+ 1.8% |
$3.48K - $4.38K
|
1.47K
$227K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
25New |
$3.34K - $4.21K
|
25
$3.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
25+ 0.87% |
$3.34K - $4.21K
|
2.89K
$446K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.83% |
$3.34K - $4.21K
|
3.03K
$468K
|
|
|
Jul 25, 2025
Q2 2025
|
Sippican Capital Advisors
|
BUY
|
- |
25+ 0.13% |
$3.34K - $4.21K
|
19K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25+ 3.23% |
$3.34K - $4.21K
|
798
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
25+ 0.03% |
$3.34K - $4.21K
|
82.5K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
25+ 1.03% |
$3.34K - $4.21K
|
2.44K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.45% |
$3.21K - $4.04K
|
5.34K
$824K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
24+ 0.29% |
$3.21K - $4.04K
|
8.41K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24+ 1.25% |
$3.21K - $4.04K
|
1.95K
$301K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
23+ 0.99% |
$3.08K - $3.88K
|
2.34K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
22+ 1.2% |
$2.94K - $3.71K
|
1.85K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
21+ 1.22% |
$2.81K - $3.54K
|
1.74K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
21+ 0.72% |
$2.81K - $3.54K
|
2.93K
$452K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 0.42% |
$2.81K - $3.54K
|
5.01K
$774K
|
|
|
Aug 11, 2025
Q2 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
21+ 0.57% |
$2.81K - $3.54K
|
3.69K
$569K
|