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 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-54- 1.91% |
$7.22K - $9.1K
|
2.77K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 2.75% |
$7.22K - $9.1K
|
1.91K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-54- 1.88% |
$7.22K - $9.1K
|
2.83K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-54- 3.45% |
$7.22K - $9.1K
|
1.51K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 21.57% |
$7.36K - $9.27K
|
200
$30.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-55- 2.16% |
$7.36K - $9.27K
|
2.49K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-55- 2.62% |
$7.36K - $9.27K
|
2.05K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-55- 0.49% |
$7.36K - $9.27K
|
11.1K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-57- 3.56% |
$7.62K - $9.61K
|
1.54K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-57- 1.24% |
$7.62K - $9.61K
|
4.56K
$704K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-57- 3.2% |
$7.62K - $9.61K
|
1.73K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-57- 1.31% |
$7.62K - $9.61K
|
4.3K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-57- 1.69% |
$7.62K - $9.61K
|
3.33K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-58- 2.39% |
$7.76K - $9.77K
|
2.37K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-59- 1.7% |
$7.89K - $9.94K
|
3.42K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-60- 0.25% |
$8.02K - $10.1K
|
23.6K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 1.84% |
$8.02K - $10.1K
|
3.2K
$494K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-60- 3.85% |
$8.02K - $10.1K
|
1.5K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 4.03% |
$8.02K - $10.1K
|
1.43K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-60- 2.04% |
$8.02K - $10.1K
|
2.88K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-60- 1.66% |
$8.02K - $10.1K
|
3.55K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-61- 2.12% |
$8.16K - $10.3K
|
2.81K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-61- 1.36% |
$8.16K - $10.3K
|
4.43K
$684K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-61- 2.7% |
$8.16K - $10.3K
|
2.2K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-61- 3.48% |
$8.16K - $10.3K
|
1.69K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-62- 0.92% |
$8.29K - $10.4K
|
6.66K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-62- 3.58% |
$8.29K - $10.4K
|
1.67K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-63- 0.25% |
$8.42K - $10.6K
|
25.6K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
SELL
|
- |
-63- 0.59% |
$8.42K - $10.6K
|
10.5K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-63- 1.15% |
$8.42K - $10.6K
|
5.44K
$840K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-63- 3.4% |
$8.42K - $10.6K
|
1.79K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-63- 0.6% |
$8.42K - $10.6K
|
10.4K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-64- 2.1% |
$8.56K - $10.8K
|
2.98K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-64- 2.35% |
$8.56K - $10.8K
|
2.65K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-65- 1.21% |
$8.69K - $11K
|
5.31K
$821K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-65- 4.0% |
$8.69K - $11K
|
1.56K
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-67- 0.45% |
$8.96K - $11.3K
|
15K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-67- 15.84% |
$8.96K - $11.3K
|
356
$55K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-67- 0.8% |
$8.96K - $11.3K
|
8.34K
$1.29M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-68- 14.23% |
$9.09K - $11.5K
|
410
$63.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-68- 0.86% |
$9.09K - $11.5K
|
7.8K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-68- 0.13% |
$9.09K - $11.5K
|
52.7K
$8.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-68- 0.45% |
$9.09K - $11.5K
|
15K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-69- 2.55% |
$9.23K - $11.6K
|
2.63K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-70- 3.09% |
$9.36K - $11.8K
|
2.2K
$339K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-70- 2.3% |
$9.36K - $11.8K
|
2.97K
$458K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 18.88% |
$9.49K - $12K
|
305
$47.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-71- 0.5% |
$9.49K - $12K
|
14.2K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-71- 5.24% |
$9.49K - $12K
|
1.28K
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-72- 0.41% |
$9.63K - $12.1K
|
17.4K
$2.68M
|