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 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
21+ 1.28% |
$2.81K - $3.54K
|
1.67K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.09% |
$2.67K - $3.37K
|
22.7K
$3.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
BUY
|
- |
20+ 0.86% |
$2.67K - $3.37K
|
2.33K
$360K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.15% |
$2.67K - $3.37K
|
1.76K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.39% |
$2.67K - $3.37K
|
5.2K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.81% |
$2.67K - $3.37K
|
2.49K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20+ 0.32% |
$2.67K - $3.37K
|
6.34K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
19+ 0.06% |
$2.54K - $3.2K
|
34.4K
$5.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19+ 0.47% |
$2.54K - $3.2K
|
4.06K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.0% |
$2.54K - $3.2K
|
467K
$72.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
19+ 0.23% |
$2.54K - $3.2K
|
8.24K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
18+ 128.57% |
$2.41K - $3.03K
|
32
$4.94K
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
18+ 0.87% |
$2.41K - $3.03K
|
2.09K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.17% |
$2.41K - $3.03K
|
10.9K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
17+ 1.11% |
$2.27K - $2.86K
|
1.55K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17+ 1.49% |
$2.27K - $2.86K
|
1.16K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17+ 2.91% |
$2.27K - $2.86K
|
602
$93K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
16+ 0.33% |
$2.14K - $2.7K
|
4.83K
$745K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
16+ 1.12% |
$2.14K - $2.7K
|
1.45K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.3% |
$2.14K - $2.7K
|
5.33K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$2.14K - $2.7K
|
3.96K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
16+ 0.5% |
$2.14K - $2.7K
|
3.19K
$493K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
16+ 0.31% |
$2.14K - $2.7K
|
5.18K
$800K
|
|
|
Jul 28, 2025
Q2 2025
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
15+ 1.01% |
$2.01K - $2.53K
|
1.49K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
15+ 0.32% |
$2.01K - $2.53K
|
4.68K
$723K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.08% |
$2.01K - $2.53K
|
18.1K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
15+ 0.39% |
$2.01K - $2.53K
|
3.83K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 0.44% |
$2.01K - $2.53K
|
3.41K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15+ 0.35% |
$2.01K - $2.53K
|
4.32K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.79% |
$1.87K - $2.36K
|
1.79K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
14+ 0.12% |
$1.87K - $2.36K
|
12K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
14+ 0.15% |
$1.87K - $2.36K
|
9.06K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 4.2% |
$1.87K - $2.36K
|
347
$53.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.6% |
$1.87K - $2.36K
|
2.35K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
13+ 0.27% |
$1.74K - $2.19K
|
4.87K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
13+ 0.05% |
$1.74K - $2.19K
|
26.7K
$4.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
13+ 0.41% |
$1.74K - $2.19K
|
3.21K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.74K - $2.19K
|
6.02K
$929K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 0.19% |
$1.74K - $2.19K
|
6.9K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
13+ 0.72% |
$1.74K - $2.19K
|
1.82K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.93% |
$1.6K - $2.02K
|
1.3K
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.53% |
$1.6K - $2.02K
|
2.26K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
12+ 0.13% |
$1.6K - $2.02K
|
9.52K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.19% |
$1.6K - $2.02K
|
6.43K
$992K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.05% |
$1.6K - $2.02K
|
22.5K
$3.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11+ 0.21% |
$1.47K - $1.85K
|
5.26K
$813K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.84K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.84K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 2.04% |
$1.47K - $1.85K
|
549
$84.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.8K
$741K
|