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 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.06K+ 7.33% |
$810K - $1.02M
|
88.8K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.01K+ 5.08% |
$803K - $1.01M
|
124K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.99K+ 21.16% |
$801K - $1.01M
|
34.3K
$5.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
5.89KNew |
$788K - $992K
|
5.89K
$909K
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
5.85K+ 6.84% |
$782K - $986K
|
91.4K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.83K+ 5.13% |
$780K - $982K
|
119K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.8K+ 4.57% |
$775K - $977K
|
133K
$20.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 15.09% |
$775K - $977K
|
44.2K
$6.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.75K+ 3.55% |
$769K - $969K
|
168K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.74K+ 1.19% |
$768K - $968K
|
487K
$75.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 1.48% |
$763K - $961K
|
392K
$60.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.68K+ 35.86% |
$760K - $957K
|
21.5K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.64K+ 253.44% |
$754K - $950K
|
7.86K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.59K+ 141.52% |
$748K - $942K
|
9.55K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.53K+ 19.86% |
$739K - $932K
|
33.4K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.52K+ 0.88% |
$739K - $931K
|
631K
$97.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.5K+ 24.42% |
$735K - $927K
|
28K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
5.49KNew |
$735K - $926K
|
5.49K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.46KNew |
$730K - $920K
|
5.46K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.45K+ 41.85% |
$729K - $918K
|
18.5K
$2.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.44K+ 3.81% |
$727K - $917K
|
148K
$22.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.3K+ 37.53% |
$709K - $893K
|
19.4K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.28K+ 3.81% |
$706K - $889K
|
144K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
5.27K+ 3.29% |
$705K - $889K
|
166K
$25.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.27K+ 263.3% |
$704K - $887K
|
7.27K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.26K+ 215.02% |
$703K - $886K
|
7.7K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 7.63% |
$700K - $883K
|
73.9K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.16K+ 1140.71% |
$690K - $869K
|
5.61K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
5.15K+ 20.7% |
$689K - $869K
|
30K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.15K+ 2.03% |
$688K - $867K
|
259K
$39.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.14K+ 39.34% |
$687K - $866K
|
18.2K
$2.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.04K+ 23.48% |
$674K - $849K
|
26.5K
$4.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.04K+ 12.78% |
$674K - $849K
|
44.5K
$6.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.01K+ 7.05% |
$670K - $845K
|
76.1K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
5K+ 135.14% |
$669K - $843K
|
8.7K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.97K+ 44.83% |
$665K - $838K
|
16.1K
$2.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.97K+ 134.62% |
$665K - $837K
|
8.66K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.83K+ 10.39% |
$646K - $815K
|
51.4K
$7.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
4.8KNew |
$642K - $809K
|
4.8K
$741K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.77K+ 2.88% |
$637K - $803K
|
170K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.75K+ 31.96% |
$635K - $800K
|
19.6K
$3.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.74K+ 19.18% |
$634K - $799K
|
29.5K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.72K+ 101.5% |
$631K - $796K
|
9.37K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
4.71K+ 4.5% |
$630K - $794K
|
109K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
4.71K+ 115.93% |
$630K - $794K
|
8.77K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.65KNew |
$622K - $783K
|
4.65K
$718K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
4.62K+ 3.43% |
$618K - $779K
|
139K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.61K+ 15.86% |
$617K - $777K
|
33.7K
$5.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.59K+ 3.86% |
$614K - $774K
|
123K
$19.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.57K+ 2.08% |
$611K - $769K
|
224K
$34.6M
|