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 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-555- 2.02% |
$74.2K - $93.5K
|
27K
$4.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-556- 23.61% |
$74.4K - $93.7K
|
1.8K
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-560- 3.17% |
$74.9K - $94.4K
|
17.1K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-560- 63.49% |
$74.9K - $94.4K
|
322
$49.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-560- 2.91% |
$74.9K - $94.4K
|
18.7K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-561- 16.9% |
$75K - $94.5K
|
2.76K
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-561- 2.97% |
$75K - $94.5K
|
18.3K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-561- 0.81% |
$75K - $94.5K
|
69K
$10.7M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-564- 7.61% |
$75.4K - $95K
|
6.84K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-567- 10.66% |
$75.8K - $95.5K
|
4.75K
$734K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-570- 1.63% |
$76.2K - $96.1K
|
34.4K
$5.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-570- 16.08% |
$76.2K - $96.1K
|
2.98K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-578- 27.23% |
$77.3K - $97.4K
|
1.55K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-578- 25.14% |
$77.3K - $97.4K
|
1.72K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-578- 2.89% |
$77.3K - $97.4K
|
19.5K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-580- 2.29% |
$77.6K - $97.7K
|
24.8K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-581- 15.01% |
$77.7K - $97.9K
|
3.29K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-581- 17.13% |
$77.7K - $97.9K
|
2.81K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-582- 8.81% |
$77.8K - $98.1K
|
6.02K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-584- 3.85% |
$78.1K - $98.4K
|
14.6K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-588- 21.79% |
$78.6K - $99.1K
|
2.11K
$326K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-590- 11.98% |
$78.9K - $99.4K
|
4.33K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-593- 13.38% |
$79.3K - $99.9K
|
3.84K
$593K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-595- 1.06% |
$79.6K - $100K
|
55.5K
$8.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-595- 16.97% |
$79.6K - $100K
|
2.91K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-595- 0.15% |
$79.6K - $100K
|
399K
$61.6M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-600- 23.3% |
$80.2K - $101K
|
1.98K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-600- 2.46% |
$80.2K - $101K
|
23.8K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-600- 13.4% |
$80.2K - $101K
|
3.88K
$599K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-600- 0.78% |
$80.2K - $101K
|
76.1K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-602- 9.43% |
$80.5K - $101K
|
5.78K
$893K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-607- 22.13% |
$81.2K - $102K
|
2.14K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-610- 6.5% |
$81.6K - $103K
|
8.78K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-610- 21.59% |
$81.6K - $103K
|
2.22K
$342K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-612- 3.07% |
$81.8K - $103K
|
19.3K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-616- 1.69% |
$82.4K - $104K
|
35.9K
$5.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-617- 12.36% |
$82.5K - $104K
|
4.37K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-617- 4.91% |
$82.5K - $104K
|
12K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-620- 2.28% |
$82.9K - $104K
|
26.6K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-621- 8.68% |
$83K - $105K
|
6.53K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-622- 13.99% |
$83.2K - $105K
|
3.83K
$591K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-623- 8.71% |
$83.3K - $105K
|
6.53K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-623- 1.78% |
$83.3K - $105K
|
34.4K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-623- 2.85% |
$83.3K - $105K
|
21.2K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-624- 7.63% |
$83.4K - $105K
|
7.55K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 7.08% |
$83.6K - $105K
|
8.2K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.87% |
$84K - $106K
|
71.3K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-637- 7.83% |
$85.2K - $107K
|
7.5K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-640- 15.16% |
$85.6K - $108K
|
3.58K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-647- 9.37% |
$86.5K - $109K
|
6.26K
$967K
|