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 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
1.77K+ 16.61% |
$237K - $298K
|
12.4K
$1.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.77K+ 8.14% |
$236K - $297K
|
23.5K
$3.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 9.93% |
$234K - $295K
|
19.4K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 0.59% |
$234K - $295K
|
298K
$45.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.75K+ 9.58% |
$233K - $294K
|
20K
$3.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.75K+ 19.16% |
$233K - $294K
|
10.9K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.74K+ 5.51% |
$233K - $293K
|
33.3K
$5.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.74K+ 3.42% |
$233K - $293K
|
52.7K
$8.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.73K+ 18.01% |
$232K - $292K
|
11.4K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
1.73KNew |
$232K - $292K
|
1.73K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.73K+ 4.67% |
$232K - $292K
|
38.8K
$5.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.73K+ 2.67% |
$232K - $292K
|
66.6K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.73K+ 1.77% |
$231K - $291K
|
99K
$15.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 8.54% |
$229K - $289K
|
21.8K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.71KNew |
$229K - $289K
|
1.71K
$263K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.71K+ 36.94% |
$229K - $288K
|
6.35K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.71K+ 16.83% |
$228K - $288K
|
11.9K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
1.71KNew |
$228K - $288K
|
1.71K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.71K+ 9.94% |
$228K - $287K
|
18.9K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.7K+ 27.73% |
$227K - $286K
|
7.83K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.7KNew |
$227K - $286K
|
1.7K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.7K+ 17.55% |
$227K - $286K
|
11.4K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.69K+ 7.97% |
$227K - $285K
|
22.9K
$3.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.29% |
$225K - $283K
|
40.8K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
1.68KNew |
$225K - $283K
|
1.68K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.67K+ 122.12% |
$224K - $282K
|
3.04K
$468K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.67KNew |
$224K - $282K
|
1.67K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.67K+ 7.11% |
$223K - $281K
|
25.1K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.66K+ 16.39% |
$222K - $280K
|
11.8K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.66K+ 1.53% |
$222K - $280K
|
110K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.65KNew |
$221K - $279K
|
1.65K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.65KNew |
$220K - $277K
|
1.65K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 4.57% |
$219K - $276K
|
37.5K
$5.76M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$219K - $276K
|
1.64K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.64K+ 20.14% |
$219K - $276K
|
9.75K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.63K+ 7.45% |
$218K - $274K
|
23.5K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.63K+ 1.59% |
$217K - $274K
|
104K
$16M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.61K+ 2.58% |
$215K - $271K
|
64K
$9.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 23.7% |
$215K - $270K
|
8.38K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.6K+ 83.94% |
$215K - $270K
|
3.52K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.6KNew |
$214K - $269K
|
1.6K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.6K+ 30.83% |
$213K - $269K
|
6.77K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 1.72% |
$213K - $268K
|
94.3K
$14.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.59K+ 4.2% |
$213K - $268K
|
39.5K
$6.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.59KNew |
$212K - $267K
|
1.59K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.59K+ 36.18% |
$212K - $267K
|
5.97K
$918K
|