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
|
Life Steps Financial, Inc.
|
SELL
|
- |
-114- 2.36% |
$15.2K - $19.2K
|
4.73K
$730K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-114- 1.76% |
$15.2K - $19.2K
|
6.36K
$983K
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-115- 3.08% |
$15.4K - $19.4K
|
3.62K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-115- 4.97% |
$15.4K - $19.4K
|
2.2K
$340K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-115- 1.92% |
$15.4K - $19.4K
|
5.88K
$907K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-118- 5.69% |
$15.8K - $19.9K
|
1.96K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-119- 6.42% |
$15.9K - $20.1K
|
1.73K
$268K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-120- 0.54% |
$16K - $20.2K
|
22.2K
$3.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-121- 5.85% |
$16.2K - $20.4K
|
1.95K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 1.09% |
$16.2K - $20.4K
|
10.9K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-121- 3.36% |
$16.2K - $20.4K
|
3.48K
$537K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-121- 13.24% |
$16.2K - $20.4K
|
793
$122K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-122- 0.53% |
$16.3K - $20.6K
|
22.8K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-122- 4.17% |
$16.3K - $20.6K
|
2.8K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-123- 2.54% |
$16.4K - $20.7K
|
4.72K
$729K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-123- 7.62% |
$16.4K - $20.7K
|
1.49K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-123- 1.69% |
$16.4K - $20.7K
|
7.14K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-123- 3.43% |
$16.4K - $20.7K
|
3.46K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-124- 2.92% |
$16.6K - $20.9K
|
4.13K
$637K
|
|
|
Jul 11, 2025
Q2 2025
|
Fruth Investment Management
|
SELL
|
- |
-125- 0.28% |
$16.7K - $21.1K
|
44.8K
$6.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-125- 6.39% |
$16.7K - $21.1K
|
1.83K
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-125- 6.27% |
$16.7K - $21.1K
|
1.87K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 1.19% |
$16.7K - $21.1K
|
10.4K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-125- 1.43% |
$16.7K - $21.1K
|
8.61K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
SELL
|
- |
-125- 2.62% |
$16.7K - $21.1K
|
4.64K
$717K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-126- 0.42% |
$16.8K - $21.2K
|
30.1K
$4.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-128- 0.35% |
$17.1K - $21.6K
|
36.2K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-130- 2.08% |
$17.4K - $21.9K
|
6.12K
$945K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-131- 2.02% |
$17.5K - $22.1K
|
6.35K
$981K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-131- 4.83% |
$17.5K - $22.1K
|
2.58K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-132- 29.27% |
$17.7K - $22.2K
|
319
$49.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-134- 6.65% |
$17.9K - $22.6K
|
1.88K
$291K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-134- 4.42% |
$17.9K - $22.6K
|
2.9K
$448K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-135- 8.31% |
$18.1K - $22.7K
|
1.49K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-137- 6.8% |
$18.3K - $23.1K
|
1.88K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-137- 0.37% |
$18.3K - $23.1K
|
37.4K
$5.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-137- 9.36% |
$18.3K - $23.1K
|
1.33K
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-138- 8.03% |
$18.5K - $23.3K
|
1.58K
$244K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-139- 1.08% |
$18.6K - $23.4K
|
12.7K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-140- 27.03% |
$18.7K - $23.6K
|
378
$58.4K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-140- 1.87% |
$18.7K - $23.6K
|
7.34K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.86% |
$18.7K - $23.6K
|
16.1K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-141- 0.88% |
$18.9K - $23.8K
|
16K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-141- 6.98% |
$18.9K - $23.8K
|
1.88K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-143- 7.06% |
$19.1K - $24.1K
|
1.88K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-143- 2.4% |
$19.1K - $24.1K
|
5.82K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-144- 7.66% |
$19.3K - $24.3K
|
1.74K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-144- 1.45% |
$19.3K - $24.3K
|
9.8K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-145- 1.74% |
$19.4K - $24.4K
|
8.18K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-146- 7.17% |
$19.5K - $24.6K
|
1.89K
$292K
|