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 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
$5.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 13.46% |
$166K - $209K
|
10.5K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.23K+ 6.43% |
$164K - $206K
|
20.3K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.22K+ 22.03% |
$163K - $206K
|
6.77K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
1.22K+ 1.51% |
$163K - $205K
|
82K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.21K+ 3.06% |
$162K - $204K
|
40.8K
$6.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1.21K+ 13.25% |
$162K - $204K
|
10.3K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.21K+ 8.14% |
$161K - $203K
|
16K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.21K+ 8.75% |
$161K - $203K
|
15K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.2K+ 1.67% |
$161K - $202K
|
73.1K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.2K+ 4.46% |
$160K - $202K
|
28.1K
$4.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.2K+ 6.29% |
$160K - $202K
|
20.3K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.2K+ 6.54% |
$160K - $202K
|
19.5K
$3.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.83% |
$160K - $201K
|
25.9K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.19K+ 678.86% |
$159K - $200K
|
1.36K
$211K
|
|
|
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
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 5.48% |
$157K - $198K
|
22.6K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.17K+ 49.96% |
$156K - $197K
|
3.51K
$542K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.17K+ 26.42% |
$156K - $197K
|
5.59K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.17K+ 12.42% |
$156K - $197K
|
10.6K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 11.98% |
$155K - $195K
|
10.8K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.15K+ 7.66% |
$154K - $194K
|
16.2K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 33.03% |
$154K - $194K
|
4.63K
$715K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.15K+ 35.4% |
$154K - $194K
|
4.4K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.14K+ 7.63% |
$153K - $192K
|
16.1K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 24.97% |
$152K - $191K
|
5.69K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.13K+ 2.9% |
$152K - $191K
|
40.2K
$6.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 31.41% |
$152K - $191K
|
4.74K
$732K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.13K+ 7.25% |
$151K - $190K
|
16.7K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.13K+ 1.44% |
$151K - $190K
|
79.5K
$12.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.12K+ 1559.72% |
$150K - $189K
|
1.2K
$185K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.12K+ 4.71% |
$150K - $189K
|
24.9K
$3.85M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 8.83% |
$149K - $187K
|
13.7K
$2.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.11K+ 1.75% |
$148K - $187K
|
64.5K
$9.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.11K+ 20.08% |
$148K - $186K
|
6.61K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.11K+ 2.34% |
$148K - $186K
|
48.3K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.1K+ 1.78% |
$148K - $186K
|
63.2K
$9.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.1K+ 6.52% |
$147K - $185K
|
17.9K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.1K+ 8.61% |
$147K - $185K
|
13.8K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 2.72% |
$146K - $184K
|
41.1K
$6.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.09K+ 7.46% |
$146K - $184K
|
15.7K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 8.99% |
$145K - $182K
|
13.1K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.08K+ 16.44% |
$144K - $182K
|
7.65K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.08K+ 67.97% |
$144K - $182K
|
2.66K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.08K+ 3.3% |
$144K - $182K
|
33.8K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.08K+ 1.08% |
$144K - $181K
|
101K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 0.71% |
$143K - $180K
|
153K
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 42.0% |
$143K - $180K
|
3.61K
$558K
|