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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
888+ 16.17% |
$119K - $150K
|
6.38K
$985K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
883+ 4.96% |
$118K - $149K
|
18.7K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
881+ 2.16% |
$118K - $148K
|
41.7K
$6.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
877+ 5.85% |
$117K - $148K
|
15.9K
$2.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
873+ 10.62% |
$117K - $147K
|
9.1K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
864+ 3.52% |
$116K - $146K
|
25.4K
$3.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
864+ 2.89% |
$116K - $146K
|
30.8K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
863+ 2.64% |
$115K - $145K
|
33.5K
$5.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
862+ 2.35% |
$115K - $145K
|
37.5K
$5.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
860+ 12.43% |
$115K - $145K
|
7.78K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
852+ 4.68% |
$114K - $144K
|
19K
$2.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
851+ 26.27% |
$114K - $143K
|
4.09K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
849+ 0.73% |
$114K - $143K
|
117K
$18.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
847+ 18.19% |
$113K - $143K
|
5.5K
$850K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
845+ 3.93% |
$113K - $142K
|
22.4K
$3.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
843+ 36.51% |
$113K - $142K
|
3.15K
$487K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
BUY
|
- |
840+ 34.84% |
$112K - $142K
|
3.25K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
840+ 47.59% |
$112K - $142K
|
2.61K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
839+ 6.68% |
$112K - $141K
|
13.4K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
832+ 9.13% |
$111K - $140K
|
9.94K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
832+ 7.42% |
$111K - $140K
|
12K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
831+ 14.92% |
$111K - $140K
|
6.4K
$989K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
821+ 13.02% |
$110K - $138K
|
7.13K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
813+ 9.06% |
$109K - $137K
|
9.79K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
813+ 22.03% |
$109K - $137K
|
4.5K
$696K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
813+ 11.87% |
$109K - $137K
|
7.66K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
813+ 6.24% |
$109K - $137K
|
13.8K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
807+ 2.79% |
$108K - $136K
|
29.7K
$4.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
805+ 3.75% |
$108K - $136K
|
22.2K
$3.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
803+ 5.1% |
$107K - $135K
|
16.5K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
803+ 18.52% |
$107K - $135K
|
5.14K
$794K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 3.04% |
$107K - $135K
|
27.3K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
800+ 22.92% |
$107K - $135K
|
4.29K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
796+ 7.74% |
$106K - $134K
|
11.1K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
789+ 57.97% |
$106K - $133K
|
2.15K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
785+ 15.15% |
$105K - $132K
|
5.97K
$921K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
784+ 3.48% |
$105K - $132K
|
23.3K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
780+ 14.63% |
$104K - $131K
|
6.11K
$944K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
775+ 1.04% |
$104K - $131K
|
75K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
770+ 18.0% |
$103K - $130K
|
5.05K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
769New |
$103K - $130K
|
769
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 14.9% |
$103K - $130K
|
5.93K
$916K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
768+ 9.1% |
$103K - $129K
|
9.21K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
766+ 16.65% |
$102K - $129K
|
5.37K
$829K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
758+ 21.91% |
$101K - $128K
|
4.22K
$651K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
744+ 0.69% |
$99.5K - $125K
|
108K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
742+ 3.36% |
$99.2K - $125K
|
22.8K
$3.53M
|