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 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-34- 1.83% |
$4.55K - $5.73K
|
1.82K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-34- 0.22% |
$4.55K - $5.73K
|
15.8K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 13.65% |
$4.55K - $5.73K
|
215
$33.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-34- 1.24% |
$4.55K - $5.73K
|
2.7K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-34- 6.95% |
$4.55K - $5.73K
|
455
$70.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-35- 0.27% |
$4.68K - $5.9K
|
12.7K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-35- 2.25% |
$4.68K - $5.9K
|
1.52K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-35- 1.94% |
$4.68K - $5.9K
|
1.77K
$273K
|
|
|
Aug 01, 2025
Q2 2025
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-35- 1.14% |
$4.68K - $5.9K
|
3.03K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-36- 2.0% |
$4.81K - $6.07K
|
1.76K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-36- 0.55% |
$4.81K - $6.07K
|
6.46K
$997K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-36- 2.84% |
$4.81K - $6.07K
|
1.23K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-36- 0.14% |
$4.81K - $6.07K
|
25.5K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-37- 2.53% |
$4.95K - $6.23K
|
1.43K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-37- 0.72% |
$4.95K - $6.23K
|
5.1K
$787K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-37- 2.04% |
$4.95K - $6.23K
|
1.78K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-38- 1.34% |
$5.08K - $6.4K
|
2.8K
$433K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-39- 1.41% |
$5.22K - $6.57K
|
2.73K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-40- 0.87% |
$5.35K - $6.74K
|
4.56K
$705K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-41- 0.91% |
$5.48K - $6.91K
|
4.45K
$687K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-41- 1.59% |
$5.48K - $6.91K
|
2.54K
$393K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-44- 0.24% |
$5.88K - $7.41K
|
18.2K
$2.8M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-45- 0.38% |
$6.02K - $7.58K
|
11.9K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-45- 0.33% |
$6.02K - $7.58K
|
13.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-45- 0.72% |
$6.02K - $7.58K
|
6.21K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-46- 0.11% |
$6.15K - $7.75K
|
40.5K
$6.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-46- 0.46% |
$6.15K - $7.75K
|
9.87K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-46- 1.01% |
$6.15K - $7.75K
|
4.51K
$697K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-46- 18.11% |
$6.15K - $7.75K
|
208
$32.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-46- 2.79% |
$6.15K - $7.75K
|
1.6K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-47- 1.11% |
$6.29K - $7.92K
|
4.2K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 0.17% |
$6.29K - $7.92K
|
28.4K
$4.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-48- 2.47% |
$6.42K - $8.09K
|
1.89K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-48- 0.05% |
$6.42K - $8.09K
|
104K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-48- 0.42% |
$6.42K - $8.09K
|
11.3K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-48- 1.68% |
$6.42K - $8.09K
|
2.82K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-49- 1.96% |
$6.55K - $8.26K
|
2.45K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-49- 7.41% |
$6.55K - $8.26K
|
612
$94.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-49- 1.51% |
$6.55K - $8.26K
|
3.2K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-50- 0.38% |
$6.69K - $8.43K
|
13.2K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-50- 33.33% |
$6.69K - $8.43K
|
100
$15.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.76% |
$6.69K - $8.43K
|
6.56K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.2% |
$6.69K - $8.43K
|
25.5K
$3.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.33% |
$6.69K - $8.43K
|
14.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-50- 1.92% |
$6.69K - $8.43K
|
2.55K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-51- 1.01% |
$6.82K - $8.59K
|
5.02K
$775K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-51- 2.73% |
$6.82K - $8.59K
|
1.81K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-51- 1.21% |
$6.82K - $8.59K
|
4.17K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-52- 0.26% |
$6.95K - $8.76K
|
19.7K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-53- 1.88% |
$7.09K - $8.93K
|
2.76K
$426K
|