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 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 87.5% |
$426K - $537K
|
6.83K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
3.17KNew |
$424K - $534K
|
3.17K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 2.41% |
$424K - $534K
|
135K
$20.7M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.16K+ 2.82% |
$422K - $532K
|
115K
$17.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.14K+ 1.54% |
$419K - $528K
|
207K
$31.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.13K+ 10.79% |
$419K - $527K
|
32.1K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.11K+ 184.68% |
$416K - $524K
|
4.79K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.11KNew |
$415K - $524K
|
3.11K
$478K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.11K+ 106.77% |
$415K - $523K
|
6.01K
$925K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.09KNew |
$414K - $521K
|
3.09K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.07K+ 11.66% |
$411K - $518K
|
29.4K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
3.07K+ 16.4% |
$411K - $518K
|
21.8K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.07K+ 4.11% |
$410K - $517K
|
77.6K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.07K+ 38.65% |
$410K - $517K
|
11K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.07K+ 12.77% |
$410K - $517K
|
27.1K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
3.05K+ 1.36% |
$408K - $514K
|
227K
$34.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.04K+ 4.01% |
$407K - $513K
|
79K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
3.02KNew |
$404K - $509K
|
3.02K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3K+ 14.29% |
$401K - $506K
|
24K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
3KNew |
$401K - $506K
|
3K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 22.9% |
$401K - $506K
|
16.1K
$2.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.98K+ 76.92% |
$398K - $502K
|
6.85K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.98K+ 1.27% |
$398K - $502K
|
238K
$36.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.97K+ 0.91% |
$398K - $501K
|
329K
$50.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.92K+ 243.81% |
$390K - $491K
|
4.11K
$632K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 5.12% |
$389K - $490K
|
59.7K
$9.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.9K+ 13.06% |
$387K - $488K
|
25.1K
$3.86M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
2.89KNew |
$387K - $487K
|
2.89K
$445K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.88K+ 26.36% |
$385K - $485K
|
13.8K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.87K+ 6.67% |
$384K - $483K
|
45.9K
$7.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.86KNew |
$382K - $481K
|
2.86K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.85K+ 5.74% |
$381K - $481K
|
52.5K
$8.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 1.86% |
$381K - $480K
|
156K
$24M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 13.19% |
$378K - $477K
|
24.3K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.82K+ 1.72% |
$378K - $476K
|
167K
$25.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.82K+ 19.85% |
$378K - $476K
|
17K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.81K+ 2.52% |
$375K - $473K
|
114K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.8KNew |
$374K - $472K
|
2.8K
$431K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 19.87% |
$373K - $470K
|
16.8K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.77K+ 18.08% |
$370K - $467K
|
18.1K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
2.76KNew |
$369K - $466K
|
2.76K
$425K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.76K+ 5.79% |
$369K - $465K
|
50.4K
$7.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.74K+ 8.7% |
$366K - $461K
|
34.2K
$5.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
2.73KNew |
$365K - $460K
|
2.73K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.7K+ 57.0% |
$361K - $455K
|
7.45K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.69K+ 13.74% |
$360K - $453K
|
22.3K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.67K+ 9.42% |
$358K - $451K
|
31.1K
$4.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.67K+ 14.69% |
$357K - $450K
|
20.9K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.66K+ 2.23% |
$356K - $449K
|
122K
$18.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
2.66K+ 17.19% |
$356K - $448K
|
18.1K
$2.79M
|