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
|
Radnor Capital Management, LLC
|
BUY
|
- |
728+ 3.09% |
$97.4K - $123K
|
24.3K
$3.76M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 52.2% |
$96.7K - $122K
|
2.11K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
710+ 32.96% |
$94.9K - $120K
|
2.86K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
708+ 1.83% |
$94.7K - $119K
|
39.4K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
702+ 15.75% |
$93.9K - $118K
|
5.16K
$797K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
701+ 143.94% |
$93.7K - $118K
|
1.19K
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 6.45% |
$93.6K - $118K
|
11.6K
$1.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
698+ 16.51% |
$93.3K - $118K
|
4.93K
$761K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
694+ 23.06% |
$92.8K - $117K
|
3.7K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
691+ 13.0% |
$92.4K - $116K
|
6.01K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
690+ 12.69% |
$92.3K - $116K
|
6.13K
$946K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
689+ 9.06% |
$92.1K - $116K
|
8.29K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
687+ 1.94% |
$91.9K - $116K
|
36K
$5.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
684+ 1.57% |
$91.5K - $115K
|
44.4K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
681+ 3.94% |
$91.1K - $115K
|
18K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
680+ 0.32% |
$90.9K - $115K
|
213K
$33M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
679+ 9.71% |
$90.8K - $114K
|
7.68K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
673+ 11.21% |
$90K - $113K
|
6.68K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
672+ 1.32% |
$89.9K - $113K
|
51.5K
$7.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
672+ 3.86% |
$89.9K - $113K
|
18.1K
$2.79M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
670+ 3.39% |
$89.6K - $113K
|
20.4K
$3.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
668+ 4.98% |
$89.3K - $113K
|
14.1K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
667+ 21.02% |
$89.2K - $112K
|
3.84K
$593K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
664+ 7.12% |
$88.8K - $112K
|
10K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
663+ 4.39% |
$88.7K - $112K
|
15.8K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
656+ 2.96% |
$87.7K - $111K
|
22.8K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
656+ 14.85% |
$87.7K - $111K
|
5.07K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
651+ 159.95% |
$87.1K - $110K
|
1.06K
$163K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
650+ 0.7% |
$86.9K - $110K
|
93.2K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
650+ 3.22% |
$86.9K - $110K
|
20.8K
$3.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
648+ 5.52% |
$86.7K - $109K
|
12.4K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
644+ 0.3% |
$86.1K - $109K
|
215K
$33.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
643+ 6.75% |
$86K - $108K
|
10.2K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
642+ 34.61% |
$85.9K - $108K
|
2.5K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
640+ 39.75% |
$85.6K - $108K
|
2.25K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
635+ 0.51% |
$84.9K - $107K
|
126K
$19.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
635+ 8.5% |
$84.9K - $107K
|
8.11K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
635+ 1.69% |
$84.9K - $107K
|
38.2K
$5.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
632+ 1.42% |
$84.5K - $106K
|
45.1K
$6.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
629+ 1.88% |
$84.1K - $106K
|
34.1K
$5.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
620+ 4.97% |
$82.9K - $104K
|
13.1K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
617+ 12.95% |
$82.5K - $104K
|
5.38K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
615+ 1.93% |
$82.2K - $104K
|
32.5K
$5.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
614+ 137.36% |
$82.1K - $103K
|
1.06K
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
613+ 14.4% |
$82K - $103K
|
4.87K
$752K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
611+ 3.14% |
$81.7K - $103K
|
20K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
607+ 5.52% |
$81.2K - $102K
|
11.6K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
605+ 4.23% |
$80.9K - $102K
|
14.9K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
602+ 1.17% |
$80.5K - $101K
|
52K
$8.03M
|