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 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.57K+ 7.2% |
$210K - $264K
|
23.4K
$3.59M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.57K+ 3.81% |
$210K - $264K
|
42.7K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.56K+ 4.64% |
$209K - $263K
|
35.2K
$5.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.56K+ 10.36% |
$208K - $263K
|
16.6K
$2.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.55K+ 4.31% |
$207K - $261K
|
37.5K
$5.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1.55K+ 18.72% |
$207K - $261K
|
9.81K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.55K+ 10.05% |
$207K - $261K
|
16.9K
$2.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.54K+ 16.48% |
$206K - $260K
|
10.9K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.54K+ 12.19% |
$206K - $260K
|
14.2K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.54K+ 23.06% |
$205K - $259K
|
8.2K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 7.65% |
$205K - $258K
|
21.6K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.53K+ 0.76% |
$205K - $258K
|
202K
$31.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
BUY
|
- |
1.53K+ 9.2% |
$204K - $258K
|
18.1K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.53K+ 3.69% |
$204K - $258K
|
43K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.53K+ 4.71% |
$204K - $257K
|
33.9K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.52KNew |
$203K - $256K
|
1.52K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.51K+ 8.76% |
$202K - $255K
|
18.8K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.51K+ 20.75% |
$202K - $255K
|
8.8K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
1.51K+ 336.75% |
$202K - $255K
|
1.96K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.51K+ 1.92% |
$202K - $255K
|
80.4K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.5K+ 19.22% |
$201K - $253K
|
9.32K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.5K+ 123.95% |
$201K - $253K
|
2.71K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
1.5K+ 6.34% |
$201K - $253K
|
25.2K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.5K+ 7.11% |
$201K - $253K
|
22.6K
$3.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.49K+ 6.15% |
$200K - $252K
|
25.8K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.49K+ 0.56% |
$199K - $251K
|
268K
$41.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.49K+ 2.65% |
$199K - $250K
|
57.4K
$8.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
1.48K+ 2.32% |
$198K - $250K
|
65.5K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.48KNew |
$198K - $250K
|
1.48K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.48K+ 7.83% |
$198K - $249K
|
20.4K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.48K+ 137.94% |
$197K - $249K
|
2.55K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.47K+ 6.36% |
$196K - $247K
|
24.6K
$3.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.47K+ 6.06% |
$196K - $247K
|
25.7K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
1.45K+ 12.89% |
$194K - $244K
|
12.7K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.45K+ 1.56% |
$194K - $244K
|
94.6K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.45KNew |
$194K - $244K
|
1.45K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.44K+ 9.11% |
$193K - $243K
|
17.3K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.44K+ 39.76% |
$192K - $242K
|
5.06K
$777K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.43K+ 1.23% |
$192K - $241K
|
118K
$18.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.43K+ 31.5% |
$191K - $241K
|
5.97K
$918K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.43K+ 18.25% |
$191K - $241K
|
9.27K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.43K+ 1.45% |
$191K - $241K
|
99.8K
$15.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.43KNew |
$191K - $241K
|
1.43K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.42K+ 3.97% |
$190K - $239K
|
37.1K
$5.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.41KNew |
$189K - $238K
|
1.41K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.41K+ 8.87% |
$189K - $238K
|
17.3K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.41K+ 3.1% |
$189K - $238K
|
47K
$7.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.41K+ 13.15% |
$189K - $238K
|
12.2K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.41K+ 75.19% |
$188K - $237K
|
3.28K
$504K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.39K+ 25.4% |
$186K - $235K
|
6.88K
$1.06M
|