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
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.14K- 59.09% |
$554K - $698K
|
2.87K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-4.15K- 43.5% |
$554K - $699K
|
5.39K
$832K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.16K- 32.57% |
$556K - $701K
|
8.61K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.16K- 49.73% |
$556K - $701K
|
4.21K
$650K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 2.27% |
$560K - $705K
|
181K
$27.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.2K- 4.67% |
$562K - $708K
|
85.7K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.21K- 52.28% |
$562K - $709K
|
3.84K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.22K- 19.41% |
$565K - $711K
|
17.5K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.23K- 55.53% |
$565K - $712K
|
3.38K
$522K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.24K- 10.92% |
$567K - $714K
|
34.6K
$5.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.35K- 3.32% |
$582K - $733K
|
127K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-4.36K- 5.78% |
$583K - $734K
|
71K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.36K- 45.17% |
$583K - $735K
|
5.29K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.38K- 9.97% |
$586K - $738K
|
39.6K
$6.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-4.4K- 3.19% |
$588K - $741K
|
134K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.42K- 4.0% |
$591K - $744K
|
106K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-4.42K- 23.25% |
$591K - $745K
|
14.6K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.44K- 39.35% |
$593K - $747K
|
6.84K
$1.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.46K- 22.83% |
$597K - $752K
|
15.1K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.47K- 40.91% |
$598K - $753K
|
6.46K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.5K- 35.59% |
$602K - $758K
|
8.14K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.61K- 62.64% |
$616K - $777K
|
2.75K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.73K- 21.57% |
$632K - $797K
|
17.2K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.74K- 0.39% |
$633K - $798K
|
1.21M
$186M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.78K- 35.22% |
$640K - $806K
|
8.8K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.79K- 2.16% |
$640K - $807K
|
216K
$33.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.8K- 23.12% |
$641K - $808K
|
15.9K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-4.9K- 21.55% |
$656K - $826K
|
17.8K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.96K- 15.35% |
$664K - $836K
|
27.4K
$4.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.01K- 97.09% |
$669K - $843K
|
150
$23.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.01K- 1.79% |
$669K - $843K
|
275K
$42.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-5.01K- 2.76% |
$670K - $845K
|
176K
$27.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-5.04K- 76.35% |
$673K - $848K
|
1.56K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-5.15K- 50.51% |
$689K - $869K
|
5.05K
$780K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.27K- 15.91% |
$704K - $887K
|
27.8K
$4.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5.31K- 38.15% |
$709K - $894K
|
8.6K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.31K- 92.16% |
$710K - $895K
|
452
$69.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-5.34K- 5.11% |
$715K - $901K
|
99.2K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.35K- 38.0% |
$716K - $902K
|
8.73K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.41K- 12.53% |
$723K - $911K
|
37.7K
$5.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.44K- 4.86% |
$727K - $916K
|
106K
$16.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.52K- 24.87% |
$738K - $930K
|
16.7K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.52K- 7.05% |
$738K - $931K
|
72.8K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-5.54K- 9.26% |
$741K - $934K
|
54.3K
$8.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5.58K- 11.0% |
$746K - $939K
|
45.1K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.61K- 20.65% |
$750K - $944K
|
21.5K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.61K- 20.75% |
$751K - $946K
|
21.4K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-5.66K- 8.52% |
$757K - $954K
|
60.8K
$9.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.67K- 1.18% |
$758K - $955K
|
476K
$73.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-5.75K- 29.05% |
$769K - $969K
|
14K
$2.17M
|