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 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.66K+ 0.88% |
$355K - $448K
|
305K
$47M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.65K+ 188.01% |
$354K - $446K
|
4.06K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.61K+ 3.41% |
$350K - $440K
|
79.3K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
2.61K+ 83.78% |
$349K - $440K
|
5.73K
$882K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.61K+ 5.89% |
$349K - $440K
|
46.9K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$348K - $438K
|
2.6K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.58K+ 714.13% |
$345K - $434K
|
2.94K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.57K+ 11.72% |
$343K - $433K
|
24.5K
$3.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.56K+ 8.42% |
$343K - $432K
|
33K
$5.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.56K+ 1.82% |
$342K - $431K
|
143K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
2.56KNew |
$342K - $431K
|
2.56K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.55K+ 8.14% |
$341K - $430K
|
33.9K
$5.21M
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 8.64% |
$338K - $426K
|
31.8K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.52K+ 192.23% |
$338K - $425K
|
3.84K
$590K
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.51KNew |
$336K - $423K
|
2.51K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
2.47K+ 12.82% |
$330K - $416K
|
21.7K
$3.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.46K+ 48.75% |
$330K - $415K
|
7.52K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.45K+ 112.11% |
$328K - $414K
|
4.64K
$714K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.44K+ 3.37% |
$327K - $412K
|
75K
$11.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
2.44K+ 12.32% |
$326K - $411K
|
22.2K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.43K+ 11.07% |
$325K - $410K
|
24.4K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.43K+ 9.43% |
$325K - $409K
|
28.2K
$4.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.42K+ 14.13% |
$324K - $408K
|
19.6K
$3.01M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.42K+ 1.75% |
$324K - $408K
|
141K
$21.6M
|
|
|
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
$5.42M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 8.83% |
$323K - $408K
|
29.8K
$4.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.4K+ 0.76% |
$321K - $404K
|
319K
$49M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.4K+ 5.04% |
$320K - $404K
|
50K
$7.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.36K+ 12.51% |
$316K - $398K
|
21.2K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.35KNew |
$314K - $396K
|
2.35K
$362K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.34K+ 15.67% |
$313K - $394K
|
17.3K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.33K+ 14.94% |
$312K - $393K
|
17.9K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.33K+ 0.95% |
$312K - $393K
|
249K
$38.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.3K+ 9.38% |
$308K - $388K
|
26.8K
$4.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
2.3K+ 4.9% |
$308K - $388K
|
49.3K
$7.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.29KNew |
$307K - $386K
|
2.29K
$353K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5.3% |
$304K - $383K
|
45.2K
$6.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.26K+ 3.82% |
$302K - $380K
|
61.3K
$9.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.26K+ 11.0% |
$302K - $380K
|
22.8K
$3.5M
|
|
|
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
$4.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.22K+ 9.26% |
$297K - $375K
|
26.2K
$4.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
2.22K+ 10.68% |
$297K - $375K
|
23K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.22KNew |
$297K - $374K
|
2.22K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.19KNew |
$292K - $368K
|
2.19K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18K+ 4.37% |
$292K - $368K
|
52.2K
$8.02M
|
|
|
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
$332K
|