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 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-93- 1.28% |
$12.4K - $15.7K
|
7.15K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-93- 2.01% |
$12.4K - $15.7K
|
4.54K
$701K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-93- 0.33% |
$12.4K - $15.7K
|
27.7K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-93- 3.32% |
$12.4K - $15.7K
|
2.71K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-93- 9.62% |
$12.4K - $15.7K
|
874
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-94- 1.46% |
$12.6K - $15.8K
|
6.33K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-94- 1.1% |
$12.6K - $15.8K
|
8.48K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-94- 1.15% |
$12.6K - $15.8K
|
8.08K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-95- 6.05% |
$12.7K - $16K
|
1.47K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-96- 3.69% |
$12.8K - $16.2K
|
2.51K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-96- 0.61% |
$12.8K - $16.2K
|
15.6K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-96- 3.11% |
$12.8K - $16.2K
|
2.99K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-96- 3.0% |
$12.8K - $16.2K
|
3.1K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-97- 1.76% |
$13K - $16.3K
|
5.42K
$837K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-97- 2.71% |
$13K - $16.3K
|
3.49K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-97- 2.21% |
$13K - $16.3K
|
4.3K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-98- 0.83% |
$13.1K - $16.5K
|
11.7K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-98- 1.86% |
$13.1K - $16.5K
|
5.18K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-99- 0.31% |
$13.2K - $16.7K
|
31.4K
$4.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.04% |
$13.4K - $16.9K
|
4.8K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-100- 0.88% |
$13.4K - $16.9K
|
11.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-100- 1.59% |
$13.4K - $16.9K
|
6.18K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-101- 3.49% |
$13.5K - $17K
|
2.79K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-101- 2.47% |
$13.5K - $17K
|
3.98K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-102- 4.59% |
$13.6K - $17.2K
|
2.12K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-103- 0.89% |
$13.8K - $17.4K
|
11.5K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-103- 0.24% |
$13.8K - $17.4K
|
42.7K
$6.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-103- 4.14% |
$13.8K - $17.4K
|
2.38K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-103- 5.61% |
$13.8K - $17.4K
|
1.73K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
SELL
|
- |
-103- 0.46% |
$13.8K - $17.4K
|
22.1K
$3.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-103- 3.51% |
$13.8K - $17.4K
|
2.83K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-104- 2.35% |
$13.9K - $17.5K
|
4.31K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-105- 5.79% |
$14K - $17.7K
|
1.71K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-106- 22.7% |
$14.2K - $17.9K
|
361
$55.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-106- 6.88% |
$14.2K - $17.9K
|
1.43K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-106- 5.37% |
$14.2K - $17.9K
|
1.87K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-106- 0.55% |
$14.2K - $17.9K
|
19.3K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-107- 1.37% |
$14.3K - $18K
|
7.69K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-107- 0.29% |
$14.3K - $18K
|
37.1K
$5.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-107- 4.06% |
$14.3K - $18K
|
2.53K
$390K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-107- 0.3% |
$14.3K - $18K
|
35.9K
$5.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-107- 3.62% |
$14.3K - $18K
|
2.85K
$440K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-107- 2.02% |
$14.3K - $18K
|
5.18K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-108- 13.78% |
$14.4K - $18.2K
|
676
$104K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-108- 5.6% |
$14.4K - $18.2K
|
1.82K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-109- 0.73% |
$14.6K - $18.4K
|
14.8K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-109- 0.9% |
$14.6K - $18.4K
|
12K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-111- 2.3% |
$14.8K - $18.7K
|
4.72K
$728K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-114- 4.36% |
$15.2K - $19.2K
|
2.5K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-114- 0.82% |
$15.2K - $19.2K
|
13.8K
$2.12M
|