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 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.42K+ 57.94% |
$324K - $408K
|
6.6K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.42K+ 7.38% |
$324K - $408K
|
35.2K
$5.44M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 8.83% |
$323K - $408K
|
29.8K
$4.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.4K+ 0.76% |
$321K - $404K
|
319K
$49.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.4K+ 5.04% |
$320K - $404K
|
50K
$7.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.36K+ 12.51% |
$316K - $398K
|
21.2K
$3.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.35KNew |
$314K - $396K
|
2.35K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.34K+ 15.67% |
$313K - $394K
|
17.3K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.33K+ 14.94% |
$312K - $393K
|
17.9K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 0.95% |
$312K - $393K
|
249K
$38.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.3K+ 9.38% |
$308K - $388K
|
26.8K
$4.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.3K+ 4.9% |
$308K - $388K
|
49.3K
$7.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.29KNew |
$307K - $386K
|
2.29K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5.3% |
$304K - $383K
|
45.2K
$6.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.26K+ 3.82% |
$302K - $380K
|
61.3K
$9.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.26K+ 11.0% |
$302K - $380K
|
22.8K
$3.52M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.24K+ 44.1% |
$300K - $378K
|
7.33K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.24K+ 9.39% |
$300K - $378K
|
26.1K
$4.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.22K+ 9.26% |
$297K - $375K
|
26.2K
$4.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
2.22K+ 10.68% |
$297K - $375K
|
23K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.22KNew |
$297K - $374K
|
2.22K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.19KNew |
$292K - $368K
|
2.19K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18K+ 4.37% |
$292K - $368K
|
52.2K
$8.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.17K+ 3.08% |
$290K - $365K
|
72.6K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.16KNew |
$289K - $364K
|
2.16K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 1.61% |
$286K - $360K
|
135K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.12K+ 5.26% |
$284K - $357K
|
42.4K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.12KNew |
$283K - $357K
|
2.12K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.1K+ 22.29% |
$281K - $354K
|
11.5K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.09K+ 1.85% |
$279K - $352K
|
115K
$17.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
2.08K+ 18.39% |
$279K - $351K
|
13.4K
$2.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.06K+ 11.16% |
$275K - $347K
|
20.5K
$3.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.05K+ 6.26% |
$274K - $345K
|
34.8K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.05K+ 4.83% |
$273K - $345K
|
44.3K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.02KNew |
$270K - $341K
|
2.02K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.01K+ 6.14% |
$269K - $338K
|
34.7K
$5.36M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2K+ 5.01% |
$268K - $338K
|
42K
$6.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2K+ 3.28% |
$267K - $337K
|
62.9K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
2K+ 18.52% |
$267K - $337K
|
12.8K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1.97KNew |
$263K - $331K
|
1.97K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.97K+ 10.66% |
$263K - $331K
|
20.4K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.96K+ 6.52% |
$263K - $331K
|
32.1K
$4.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.95K+ 49.47% |
$261K - $329K
|
5.89K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.95K+ 15.55% |
$260K - $328K
|
14.5K
$2.23M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.94K+ 4.06% |
$260K - $328K
|
49.9K
$7.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.94K+ 2.74% |
$259K - $326K
|
72.5K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
1.93K+ 1.0% |
$258K - $325K
|
194K
$30M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.92K+ 9.5% |
$257K - $324K
|
22.2K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1.92K+ 66.21% |
$257K - $324K
|
4.82K
$744K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
1.91K+ 8.17% |
$256K - $322K
|
25.3K
$3.91M
|