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 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
840+ 47.59% |
$112K - $142K
|
2.61K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
839+ 6.68% |
$112K - $141K
|
13.4K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
832+ 9.13% |
$111K - $140K
|
9.94K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
832+ 7.42% |
$111K - $140K
|
12K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
831+ 14.92% |
$111K - $140K
|
6.4K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
821+ 13.02% |
$110K - $138K
|
7.13K
$1.1M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
821+ 47.59% |
$110K - $138K
|
2.55K
$392K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
814+ 11.77% |
$109K - $137K
|
7.73K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
813+ 9.06% |
$109K - $137K
|
9.79K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
813+ 22.03% |
$109K - $137K
|
4.5K
$693K
|
|
|
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
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
810+ 2.79% |
$108K - $136K
|
29.8K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
807+ 2.79% |
$108K - $136K
|
29.7K
$4.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
805+ 3.75% |
$108K - $136K
|
22.2K
$3.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
803+ 5.1% |
$107K - $135K
|
16.5K
$2.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
803+ 18.52% |
$107K - $135K
|
5.14K
$790K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 3.04% |
$107K - $135K
|
27.3K
$4.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
800+ 22.92% |
$107K - $135K
|
4.29K
$660K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
796+ 7.74% |
$106K - $134K
|
11.1K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
789+ 57.97% |
$106K - $133K
|
2.15K
$331K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
785+ 15.15% |
$105K - $132K
|
5.97K
$917K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
784+ 3.48% |
$105K - $132K
|
23.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
780+ 14.63% |
$104K - $131K
|
6.11K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
776+ 47.46% |
$104K - $131K
|
2.41K
$371K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
775+ 1.04% |
$104K - $131K
|
75K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
770+ 18.0% |
$103K - $130K
|
5.05K
$776K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
769New |
$103K - $130K
|
769
$118K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
769+ 14.9% |
$103K - $130K
|
5.93K
$912K
|
|
|
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
$825K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
758+ 21.91% |
$101K - $128K
|
4.22K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
754+ 5.87% |
$101K - $127K
|
13.6K
$2.09M
|
|
|
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
$3.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
728+ 3.09% |
$97.4K - $123K
|
24.3K
$3.74M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
723+ 52.2% |
$96.7K - $122K
|
2.11K
$324K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
718+ 27.62% |
$96K - $121K
|
3.32K
$510K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
710+ 32.96% |
$94.9K - $120K
|
2.86K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
708+ 1.83% |
$94.7K - $119K
|
39.4K
$6.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
702+ 15.75% |
$93.9K - $118K
|
5.16K
$793K
|
|
|
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
$758K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
694+ 23.06% |
$92.8K - $117K
|
3.7K
$569K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
691+ 13.0% |
$92.4K - $116K
|
6.01K
$924K
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
691+ 22.9% |
$92.4K - $116K
|
3.71K
$570K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
690+ 12.69% |
$92.3K - $116K
|
6.13K
$942K
|
|
|
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
$5.54M
|