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
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.07K+ 1.06% |
$143K - $180K
|
101K
$15.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.06K+ 5.85% |
$141K - $178K
|
19.1K
$2.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.05K+ 74.41% |
$140K - $176K
|
2.45K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.05K+ 107.27% |
$140K - $176K
|
2.02K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.05K+ 4.0% |
$140K - $176K
|
27.2K
$4.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.04K+ 5.21% |
$139K - $176K
|
21.1K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 24.55% |
$139K - $175K
|
5.27K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.04K+ 22.05% |
$138K - $174K
|
5.73K
$885K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.03K+ 53.52% |
$138K - $174K
|
2.97K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
1.03K+ 42.14% |
$138K - $174K
|
3.48K
$538K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.03K+ 11.47% |
$138K - $174K
|
10K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.03K+ 2.27% |
$138K - $173K
|
46.3K
$7.15M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.02K+ 1.05% |
$137K - $173K
|
98.4K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.02K+ 8.57% |
$137K - $172K
|
12.9K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.02K+ 3.21% |
$136K - $171K
|
32.7K
$5.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
1.02K+ 10.5% |
$136K - $171K
|
10.7K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
1.01K+ 15.12% |
$135K - $170K
|
7.67K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.01K+ 2.68% |
$134K - $169K
|
38.5K
$5.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1K+ 27.22% |
$134K - $169K
|
4.69K
$724K
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1K+ 5.36% |
$134K - $169K
|
19.7K
$3.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
999+ 12.08% |
$134K - $168K
|
9.27K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
986+ 3.43% |
$132K - $166K
|
29.8K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
984New |
$132K - $166K
|
984
$152K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
976+ 17.87% |
$131K - $164K
|
6.44K
$994K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
970+ 13.5% |
$130K - $163K
|
8.16K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
965+ 7.25% |
$129K - $163K
|
14.3K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
958+ 1.38% |
$128K - $161K
|
70.2K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
957+ 13.13% |
$128K - $161K
|
8.25K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
953+ 24.86% |
$127K - $161K
|
4.79K
$739K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
949+ 2.22% |
$127K - $160K
|
43.8K
$6.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
945+ 12.02% |
$126K - $159K
|
8.81K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
942+ 20.95% |
$126K - $159K
|
5.44K
$840K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
938+ 1.09% |
$125K - $158K
|
86.7K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
937+ 6.76% |
$125K - $158K
|
14.8K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
931+ 0.22% |
$125K - $157K
|
416K
$64.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
930+ 0.53% |
$124K - $157K
|
175K
$27.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
926+ 13.07% |
$124K - $156K
|
8.01K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
921+ 1.22% |
$123K - $155K
|
76.5K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
920+ 1.51% |
$123K - $155K
|
61.8K
$9.54M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
917+ 2.16% |
$123K - $155K
|
43.3K
$6.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
916+ 7.44% |
$122K - $154K
|
13.2K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
916+ 25.77% |
$122K - $154K
|
4.47K
$691K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
914+ 0.94% |
$122K - $154K
|
98K
$15.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
911+ 9.1% |
$122K - $154K
|
10.9K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
911+ 13.93% |
$122K - $154K
|
7.45K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
909+ 3.4% |
$122K - $153K
|
27.6K
$4.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
906+ 12.99% |
$121K - $153K
|
7.88K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
904+ 7.69% |
$121K - $152K
|
12.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
894+ 4.34% |
$120K - $151K
|
21.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
890+ 3.6% |
$119K - $150K
|
25.6K
$3.95M
|