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 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 1.77% |
$2.93M - $3.69M
|
1.26M
$194M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
21.7K+ 100.34% |
$2.9M - $3.66M
|
43.3K
$6.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
21.6KNew |
$2.89M - $3.64M
|
21.6K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.4K+ 7.58% |
$2.87M - $3.61M
|
304K
$47M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.3K+ 72.98% |
$2.85M - $3.59M
|
50.5K
$7.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21.3K+ 1093.88% |
$2.85M - $3.59M
|
23.2K
$3.59M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6K+ 18.88% |
$2.76M - $3.48M
|
130K
$20.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.6K+ 3.32% |
$2.75M - $3.46M
|
640K
$98.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.4K+ 13.78% |
$2.73M - $3.44M
|
169K
$26M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
20.2K+ 36.79% |
$2.71M - $3.41M
|
75.3K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
19.4K+ 32.14% |
$2.6M - $3.28M
|
79.9K
$12.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
19.3K+ 8.15% |
$2.58M - $3.25M
|
256K
$39.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
19K+ 4.95% |
$2.54M - $3.2M
|
403K
$62.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
19K+ 3.35% |
$2.54M - $3.2M
|
587K
$90.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 4.0% |
$2.52M - $3.18M
|
490K
$75.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
18.8KNew |
$2.52M - $3.17M
|
18.8K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.8K+ 109.46% |
$2.51M - $3.17M
|
35.9K
$5.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
18.3K+ 5.88% |
$2.45M - $3.09M
|
330K
$51M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
18.2K+ 2.98% |
$2.44M - $3.07M
|
630K
$97.3M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
17.9K+ 4874.93% |
$2.39M - $3.01M
|
18.3K
$2.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.8K+ 3.01% |
$2.38M - $3M
|
609K
$94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.7K+ 17.12% |
$2.37M - $2.99M
|
121K
$18.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
17.6K+ 9.82% |
$2.36M - $2.97M
|
197K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
17.4K+ 0.43% |
$2.33M - $2.93M
|
4.04M
$624M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9K+ 31.52% |
$2.26M - $2.85M
|
70.5K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
16.7K+ 53.39% |
$2.23M - $2.81M
|
48K
$7.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16.5K+ 59.67% |
$2.21M - $2.78M
|
44.1K
$6.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.4K+ 84.57% |
$2.2M - $2.77M
|
35.8K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
16.1K+ 4.22% |
$2.16M - $2.72M
|
398K
$61.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
BUY
|
- |
16K+ 11.57% |
$2.14M - $2.69M
|
154K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
15.6K+ 692.08% |
$2.09M - $2.64M
|
17.9K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.6K+ 2.44% |
$2.08M - $2.62M
|
653K
$101M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
15.4KNew |
$2.06M - $2.59M
|
15.4K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
15.4K+ 12.09% |
$2.06M - $2.59M
|
143K
$22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
15.4K+ 269.45% |
$2.06M - $2.59M
|
21.1K
$3.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
15.4K+ 8.72% |
$2.05M - $2.59M
|
192K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
15.3K+ 13.18% |
$2.05M - $2.58M
|
132K
$20.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
15.3K+ 18.78% |
$2.05M - $2.58M
|
96.9K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
15.3K+ 2.27% |
$2.04M - $2.57M
|
688K
$106M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
15.2KNew |
$2.03M - $2.56M
|
15.2K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.1K+ 46.03% |
$2.02M - $2.55M
|
48K
$7.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14.9K+ 41.25% |
$2M - $2.52M
|
51.1K
$7.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
14.9K+ 6.19% |
$1.99M - $2.51M
|
256K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 220.3% |
$1.92M - $2.41M
|
20.8K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
14.3K+ 233.95% |
$1.91M - $2.4M
|
20.3K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
14.2K+ 36.68% |
$1.9M - $2.4M
|
53K
$8.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.2K+ 126.6% |
$1.89M - $2.39M
|
25.3K
$3.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
14.2KNew |
$1.89M - $2.38M
|
14.2K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.1K+ 22.93% |
$1.89M - $2.38M
|
75.7K
$11.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13.8K+ 3.5% |
$1.85M - $2.33M
|
409K
$63.2M
|