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 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.82K- 16.9% |
$377K - $475K
|
13.9K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.88K- 34.65% |
$385K - $485K
|
5.43K
$839K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.89K- 8.78% |
$387K - $487K
|
30K
$4.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.92K- 19.43% |
$390K - $492K
|
12.1K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.93K- 1.51% |
$392K - $494K
|
191K
$29.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.94K- 18.36% |
$393K - $495K
|
13.1K
$2.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.94K- 10.85% |
$393K - $496K
|
24.2K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.95K- 56.96% |
$394K - $496K
|
2.23K
$344K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-3K- 6.49% |
$401K - $505K
|
43.2K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 30.0% |
$401K - $506K
|
7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3K- 10.39% |
$402K - $506K
|
25.9K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.09K- 31.89% |
$413K - $520K
|
6.6K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-3.1K- 2.54% |
$414K - $522K
|
119K
$18.3M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.12K- 4.97% |
$417K - $526K
|
59.7K
$9.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 1.25% |
$423K - $533K
|
251K
$38.8M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.18K- 6.94% |
$425K - $535K
|
42.6K
$6.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.19K- 1.12% |
$426K - $537K
|
282K
$43.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.28K- 73.9% |
$439K - $553K
|
1.16K
$179K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.32K- 39.34% |
$444K - $560K
|
5.12K
$791K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.33K- 1.05% |
$445K - $561K
|
313K
$48.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.34K- 58.27% |
$446K - $562K
|
2.39K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.35K- 1.2% |
$448K - $565K
|
275K
$42.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.38K- 4.39% |
$451K - $569K
|
73.6K
$11.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.41K- 12.39% |
$456K - $575K
|
24.1K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.51K- 0.54% |
$470K - $592K
|
653K
$101M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.52K- 28.11% |
$470K - $592K
|
8.99K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3.55K- 18.27% |
$475K - $598K
|
15.9K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.56K- 4.02% |
$476K - $600K
|
84.9K
$13.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.59K- 3.5% |
$480K - $604K
|
99K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-3.6K- 2.5% |
$481K - $607K
|
140K
$21.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.63K- 0.9% |
$485K - $612K
|
399K
$61.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-3.64K- 6.44% |
$487K - $614K
|
52.9K
$8.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.67K- 25.48% |
$491K - $619K
|
10.7K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.71K- 7.36% |
$495K - $624K
|
46.6K
$7.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.72K- 20.65% |
$497K - $626K
|
14.3K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 31.56% |
$501K - $631K
|
8.12K
$1.25M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.75K- 30.96% |
$502K - $632K
|
8.37K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.75K- 11.69% |
$502K - $632K
|
28.3K
$4.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.78K- 27.3% |
$505K - $637K
|
10.1K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.79K- 51.82% |
$506K - $638K
|
3.52K
$544K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 4.62% |
$508K - $640K
|
78.4K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.82K- 38.82% |
$511K - $644K
|
6.03K
$931K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.87K- 12.1% |
$517K - $651K
|
28.1K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-3.93K- 28.13% |
$526K - $663K
|
10.1K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.95K- 91.33% |
$528K - $665K
|
375
$57.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-3.99K- 26.47% |
$533K - $672K
|
11.1K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.01K- 1.24% |
$536K - $675K
|
320K
$49.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.01K- 12.03% |
$537K - $676K
|
29.4K
$4.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-4.03K- 3.95% |
$539K - $679K
|
97.9K
$15.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4.12K- 12.29% |
$550K - $693K
|
29.4K
$4.53M
|