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 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-649- 1.33% |
$86.8K - $109K
|
48K
$7.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-651- 6.71% |
$87.1K - $110K
|
9.05K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-652- 12.87% |
$87.2K - $110K
|
4.42K
$682K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-657- 1.02% |
$87.9K - $111K
|
63.5K
$9.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-659- 1.47% |
$88.1K - $111K
|
44.3K
$6.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-666- 20.9% |
$89.1K - $112K
|
2.52K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-668- 13.17% |
$89.3K - $113K
|
4.41K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 6.8% |
$89.3K - $113K
|
9.16K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-671- 1.28% |
$89.7K - $113K
|
51.9K
$8.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-676- 6.58% |
$90.4K - $114K
|
9.6K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-676- 4.67% |
$90.4K - $114K
|
13.8K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-676- 12.99% |
$90.4K - $114K
|
4.53K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-677- 2.45% |
$90.5K - $114K
|
26.9K
$4.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-679- 55.2% |
$90.8K - $114K
|
551
$85.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-686- 7.21% |
$91.7K - $116K
|
8.84K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-688- 7.1% |
$92K - $116K
|
9.01K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-688- 6.52% |
$92K - $116K
|
9.87K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-689- 12.37% |
$92.1K - $116K
|
4.88K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-691- 7.05% |
$92.4K - $116K
|
9.11K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-692- 1.69% |
$92.5K - $117K
|
40.2K
$6.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-693- 3.85% |
$92.7K - $117K
|
17.3K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-695- 0.68% |
$92.9K - $117K
|
102K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-701- 9.2% |
$93.7K - $118K
|
6.92K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-707- 9.68% |
$94.5K - $119K
|
6.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-707- 39.34% |
$94.5K - $119K
|
1.09K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-708- 8.51% |
$94.7K - $119K
|
7.61K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-708- 7.25% |
$94.7K - $119K
|
9.06K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-711- 2.78% |
$95.1K - $120K
|
24.9K
$3.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-711- 11.64% |
$95.1K - $120K
|
5.4K
$834K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-714- 8.16% |
$95.5K - $120K
|
8.04K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-715- 15.89% |
$95.6K - $120K
|
3.79K
$585K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-716- 30.26% |
$95.8K - $121K
|
1.65K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-718- 5.73% |
$96K - $121K
|
11.8K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-728- 7.85% |
$97.4K - $123K
|
8.54K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-730- 1.49% |
$97.6K - $123K
|
48.3K
$7.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-734- 4.58% |
$98.2K - $124K
|
15.3K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-738- 3.15% |
$98.7K - $124K
|
22.7K
$3.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-739- 11.11% |
$98.8K - $125K
|
5.91K
$913K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-741- 5.95% |
$99.1K - $125K
|
11.7K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-745- 0.6% |
$99.6K - $126K
|
124K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-747- 0.86% |
$99.9K - $126K
|
85.8K
$13.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-747- 3.46% |
$99.9K - $126K
|
20.8K
$3.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-748- 1.78% |
$100K - $126K
|
41.2K
$6.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-750- 5.43% |
$100K - $126K
|
13.1K
$2.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-753- 3.11% |
$101K - $127K
|
23.4K
$3.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-753- 16.85% |
$101K - $127K
|
3.72K
$574K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-756- 1.43% |
$101K - $127K
|
52K
$8.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-757- 8.95% |
$101K - $128K
|
7.7K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-757- 10.44% |
$101K - $128K
|
6.5K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-757- 2.42% |
$101K - $128K
|
30.5K
$4.71M
|