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 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.17K+ 26.42% |
$156K - $197K
|
5.59K
$860K
|
|
|
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
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.15K+ 7.66% |
$154K - $194K
|
16.2K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 33.03% |
$154K - $194K
|
4.63K
$712K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.15K+ 35.4% |
$154K - $194K
|
4.4K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.14K+ 7.63% |
$153K - $192K
|
16.1K
$2.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 24.97% |
$152K - $191K
|
5.69K
$874K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.13K+ 2.9% |
$152K - $191K
|
40.2K
$6.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 31.41% |
$152K - $191K
|
4.74K
$729K
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
1.13K+ 7.25% |
$151K - $190K
|
16.7K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.13K+ 1.44% |
$151K - $190K
|
79.5K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.12K+ 1559.72% |
$150K - $189K
|
1.2K
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.12K+ 4.71% |
$150K - $189K
|
24.9K
$3.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 8.83% |
$149K - $187K
|
13.7K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.11K+ 1.75% |
$148K - $187K
|
64.5K
$9.92M
|
|
|
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
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.1K+ 1.78% |
$148K - $186K
|
63.2K
$9.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.1K+ 6.52% |
$147K - $185K
|
17.9K
$2.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.1K+ 8.61% |
$147K - $185K
|
13.8K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.09K+ 2.72% |
$146K - $184K
|
41.1K
$6.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.09K+ 7.46% |
$146K - $184K
|
15.7K
$2.41M
|
|
|
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
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.08K+ 3.3% |
$144K - $182K
|
33.8K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.08K+ 1.08% |
$144K - $181K
|
101K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 0.71% |
$143K - $180K
|
153K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.07K+ 42.0% |
$143K - $180K
|
3.61K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.07K+ 1.06% |
$143K - $180K
|
101K
$15.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.06K+ 5.85% |
$141K - $178K
|
19.1K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.05K+ 74.41% |
$140K - $176K
|
2.45K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.05K+ 107.27% |
$140K - $176K
|
2.02K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.05K+ 4.0% |
$140K - $176K
|
27.2K
$4.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.04K+ 5.21% |
$139K - $176K
|
21.1K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 24.55% |
$139K - $175K
|
5.27K
$811K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.04K+ 22.05% |
$138K - $174K
|
5.73K
$881K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.04K+ 28.88% |
$138K - $174K
|
4.62K
$710K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.03K+ 53.52% |
$138K - $174K
|
2.97K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
1.03K+ 42.14% |
$138K - $174K
|
3.48K
$535K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.03K+ 11.47% |
$138K - $174K
|
10K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.03K+ 2.27% |
$138K - $173K
|
46.3K
$7.12M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.02K+ 1.05% |
$137K - $173K
|
98.4K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 8.57% |
$137K - $172K
|
12.9K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.02K+ 3.21% |
$136K - $171K
|
32.7K
$5.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
1.02K+ 10.5% |
$136K - $171K
|
10.7K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
1.01K+ 15.12% |
$135K - $170K
|
7.67K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.68% |
$134K - $169K
|
38.5K
$5.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1K+ 27.22% |
$134K - $169K
|
4.69K
$721K
|