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 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-266- 6.43% |
$35.6K - $44.8K
|
3.87K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-269- 6.18% |
$36K - $45.3K
|
4.08K
$630K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-271- 1.8% |
$36.2K - $45.7K
|
14.8K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-271- 1.61% |
$36.2K - $45.7K
|
16.6K
$2.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-273- 4.22% |
$36.5K - $46K
|
6.2K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-274- 11.4% |
$36.6K - $46.2K
|
2.13K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-274- 8.54% |
$36.6K - $46.2K
|
2.94K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-275- 1.81% |
$36.8K - $46.3K
|
14.9K
$2.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-276- 14.94% |
$36.9K - $46.5K
|
1.57K
$243K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-277- 5.01% |
$37K - $46.7K
|
5.26K
$812K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-277- 3.35% |
$37K - $46.7K
|
8K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-277- 0.8% |
$37K - $46.7K
|
34.1K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-277- 7.08% |
$37K - $46.7K
|
3.63K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-279- 3.37% |
$37.3K - $47K
|
8K
$1.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-280- 2.23% |
$37.4K - $47.2K
|
12.3K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-280- 11.95% |
$37.4K - $47.2K
|
2.06K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-280- 13.15% |
$37.4K - $47.2K
|
1.85K
$286K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-283- 2.46% |
$37.8K - $47.7K
|
11.2K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Hosking Partners LLP
|
SELL
|
- |
-285- 0.73% |
$38.1K - $48K
|
38.6K
$5.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-289- 15.66% |
$38.6K - $48.7K
|
1.56K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-289- 1.85% |
$38.6K - $48.7K
|
15.3K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-289- 4.97% |
$38.6K - $48.7K
|
5.53K
$853K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-290- 7.76% |
$38.8K - $48.9K
|
3.45K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-291- 2.03% |
$38.9K - $49K
|
14.1K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-293- 0.4% |
$39.2K - $49.4K
|
72.3K
$11.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-294- 16.22% |
$39.3K - $49.5K
|
1.52K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-294- 6.22% |
$39.3K - $49.5K
|
4.43K
$684K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-297- 0.92% |
$39.7K - $50K
|
31.9K
$4.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-299- 1.39% |
$40K - $50.4K
|
21.2K
$3.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
SELL
|
- |
-300- 1.13% |
$40.1K - $50.6K
|
26.3K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-300- 10.36% |
$40.1K - $50.6K
|
2.6K
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-300- 5.22% |
$40.1K - $50.6K
|
5.45K
$841K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-301- 11.61% |
$40.3K - $50.7K
|
2.29K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-303- 11.14% |
$40.5K - $51.1K
|
2.42K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-303- 8.09% |
$40.5K - $51.1K
|
3.44K
$532K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-306- 6.53% |
$40.9K - $51.6K
|
4.38K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-308- 2.79% |
$41.2K - $51.9K
|
10.7K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-308- 5.1% |
$41.2K - $51.9K
|
5.73K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-308- 5.61% |
$41.2K - $51.9K
|
5.19K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-312- 1.85% |
$41.7K - $52.6K
|
16.6K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-313- 4.64% |
$41.9K - $52.7K
|
6.43K
$994K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-316- 1.61% |
$42.3K - $53.2K
|
19.3K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-318- 4.01% |
$42.5K - $53.6K
|
7.62K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-318- 6.97% |
$42.5K - $53.6K
|
4.24K
$655K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-318- 2.31% |
$42.5K - $53.6K
|
13.4K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-319- 13.92% |
$42.7K - $53.8K
|
1.97K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-319- 13.72% |
$42.7K - $53.8K
|
2.01K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-319- 12.58% |
$42.7K - $53.8K
|
2.22K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-320- 0.47% |
$42.8K - $53.9K
|
68K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-323- 45.95% |
$43.2K - $54.4K
|
380
$58.7K
|