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 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.39K+ 1.78% |
$186K - $234K
|
79.4K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.39KNew |
$186K - $234K
|
1.39K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.8% |
$186K - $234K
|
78.3K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.38K+ 2.21% |
$184K - $232K
|
63.8K
$9.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 12.01% |
$184K - $232K
|
12.8K
$1.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.37K+ 5.84% |
$183K - $231K
|
24.9K
$3.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 11.0% |
$183K - $231K
|
13.8K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 2.53% |
$183K - $230K
|
55.2K
$8.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
1.36K+ 11.58% |
$182K - $230K
|
13.1K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 0.76% |
$182K - $230K
|
180K
$27.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.36K+ 13.92% |
$182K - $229K
|
11.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.36K+ 16.88% |
$181K - $228K
|
9.38K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 0.84% |
$181K - $228K
|
162K
$25M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
1.35K+ 2.94% |
$180K - $227K
|
47.3K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.34K+ 4.47% |
$179K - $225K
|
31.2K
$4.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.34K+ 4.54% |
$179K - $225K
|
30.7K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.32KNew |
$177K - $223K
|
1.32K
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.32K+ 40.56% |
$176K - $222K
|
4.56K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.31KNew |
$175K - $220K
|
1.31K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 0.53% |
$175K - $220K
|
249K
$38.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.3K+ 1.53% |
$174K - $220K
|
86.3K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 15.99% |
$174K - $219K
|
9.45K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.3K+ 8.36% |
$173K - $219K
|
16.8K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.29K+ 26.72% |
$173K - $217K
|
6.12K
$941K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.28K+ 12.94% |
$171K - $215K
|
11.1K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.28K+ 4.26% |
$171K - $215K
|
31.2K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
1.27K+ 7.28% |
$170K - $214K
|
18.7K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.27K+ 20.31% |
$170K - $214K
|
7.52K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.27K+ 21.88% |
$169K - $213K
|
7.05K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.27K+ 1.73% |
$169K - $213K
|
74.5K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.24K+ 3.69% |
$166K - $209K
|
34.9K
$5.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 13.46% |
$166K - $209K
|
10.5K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.23K+ 6.43% |
$164K - $206K
|
20.3K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.22K+ 22.03% |
$163K - $206K
|
6.77K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.22K+ 1.51% |
$163K - $205K
|
82K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.21K+ 3.06% |
$162K - $204K
|
40.8K
$6.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.21K+ 13.25% |
$162K - $204K
|
10.3K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.21K+ 8.14% |
$161K - $203K
|
16K
$2.47M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 8.75% |
$161K - $203K
|
15K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.2K+ 1.67% |
$161K - $202K
|
73.1K
$11.2M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.2K+ 4.46% |
$160K - $202K
|
28.1K
$4.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.2K+ 6.29% |
$160K - $202K
|
20.3K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.2K+ 6.54% |
$160K - $202K
|
19.5K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.83% |
$160K - $201K
|
25.9K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.19K+ 678.86% |
$159K - $200K
|
1.36K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.19KNew |
$159K - $200K
|
1.19K
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.18K+ 9.53% |
$158K - $200K
|
13.6K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 5.48% |
$157K - $198K
|
22.6K
$3.48M
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.17K+ 5.59% |
$157K - $197K
|
22.1K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.17K+ 49.96% |
$156K - $197K
|
3.51K
$540K
|