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 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-218- 45.13% |
$29.2K - $36.7K
|
265
$40.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-219- 2.45% |
$29.3K - $36.9K
|
8.74K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-219- 0.49% |
$29.3K - $36.9K
|
44.6K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-219- 1.33% |
$29.3K - $36.9K
|
16.2K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-220- 0.3% |
$29.4K - $37.1K
|
73.7K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-220- 8.45% |
$29.4K - $37.1K
|
2.38K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-220- 0.09% |
$29.4K - $37.1K
|
248K
$38.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-220- 1.11% |
$29.4K - $37.1K
|
19.6K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-221- 0.33% |
$29.6K - $37.2K
|
66.3K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-222- 3.19% |
$29.7K - $37.4K
|
6.73K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-223- 1.23% |
$29.8K - $37.6K
|
17.9K
$2.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-225- 5.4% |
$30.1K - $37.9K
|
3.94K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-225- 9.96% |
$30.1K - $37.9K
|
2.03K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-225- 45.45% |
$30.1K - $37.9K
|
270
$41.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-227- 2.41% |
$30.4K - $38.3K
|
9.21K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-228- 1.24% |
$30.5K - $38.4K
|
18.2K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-229- 5.61% |
$30.6K - $38.6K
|
3.86K
$596K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-230- 2.44% |
$30.8K - $38.8K
|
9.18K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-230- 4.38% |
$30.8K - $38.8K
|
5.02K
$775K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-230- 0.42% |
$30.8K - $38.8K
|
54.3K
$8.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-231- 52.26% |
$30.9K - $38.9K
|
211
$32.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-231- 0.66% |
$30.9K - $38.9K
|
34.8K
$5.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-233- 0.36% |
$31.2K - $39.3K
|
63.8K
$9.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-233- 6.75% |
$31.2K - $39.3K
|
3.22K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-235- 8.26% |
$31.4K - $39.6K
|
2.61K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-237- 7.68% |
$31.7K - $39.9K
|
2.85K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-237- 1.78% |
$31.7K - $39.9K
|
13.1K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-238- 1.5% |
$31.8K - $40.1K
|
15.6K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-240- 1.35% |
$32.1K - $40.4K
|
17.6K
$2.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-240- 13.24% |
$32.1K - $40.4K
|
1.57K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-240- 6.6% |
$32.1K - $40.4K
|
3.4K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-240- 2.29% |
$32.1K - $40.4K
|
10.2K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-241- 1.69% |
$32.2K - $40.6K
|
14K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-242- 2.66% |
$32.4K - $40.8K
|
8.86K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-242- 4.97% |
$32.4K - $40.8K
|
4.63K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-242- 1.9% |
$32.4K - $40.8K
|
12.5K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-245- 2.38% |
$32.8K - $41.3K
|
10K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-246- 6.2% |
$32.9K - $41.5K
|
3.72K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-247- 2.48% |
$33K - $41.6K
|
9.7K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-248- 8.94% |
$33.2K - $41.8K
|
2.53K
$390K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-249- 7.52% |
$33.3K - $42K
|
3.06K
$473K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-250- 1.83% |
$33.4K - $42.1K
|
13.4K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-250- 11.05% |
$33.4K - $42.1K
|
2.01K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-251- 2.06% |
$33.6K - $42.3K
|
12K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-252- 0.63% |
$33.7K - $42.5K
|
39.5K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-254- 5.03% |
$34K - $42.8K
|
4.79K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-254- 7.82% |
$34K - $42.8K
|
3K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-255- 1.85% |
$34.1K - $43K
|
13.5K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-260- 4.29% |
$34.8K - $43.8K
|
5.8K
$895K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-260- 6.11% |
$34.8K - $43.8K
|
3.99K
$617K
|