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 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
585+ 4.17% |
$78.2K - $98.6K
|
14.6K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
584+ 4.09% |
$78.1K - $98.4K
|
14.9K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
583+ 3.52% |
$78K - $98.2K
|
17.2K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
581+ 8.89% |
$77.7K - $97.9K
|
7.12K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
579+ 8.11% |
$77.4K - $97.6K
|
7.72K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
575+ 1026.79% |
$76.9K - $96.9K
|
631
$97K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
574+ 12.22% |
$76.8K - $96.7K
|
5.27K
$811K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
574+ 14.36% |
$76.8K - $96.7K
|
4.57K
$703K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
568+ 1.09% |
$76K - $95.7K
|
52.4K
$8.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
567+ 3.93% |
$75.8K - $95.5K
|
15K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
565+ 4.13% |
$75.6K - $95.2K
|
14.2K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
563+ 16.96% |
$75.3K - $94.9K
|
3.88K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
562+ 21.43% |
$75.2K - $94.7K
|
3.18K
$490K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
561+ 4.2% |
$75K - $94.5K
|
13.9K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
560+ 2.17% |
$74.9K - $94.4K
|
26.4K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
560+ 6.16% |
$74.9K - $94.4K
|
9.65K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
559+ 18.73% |
$74.8K - $94.2K
|
3.54K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
557+ 12.17% |
$74.5K - $93.9K
|
5.13K
$789K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
555+ 1.92% |
$74.2K - $93.5K
|
29.4K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
553+ 6.22% |
$74K - $93.2K
|
9.45K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
553+ 3.57% |
$74K - $93.2K
|
16.1K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
552+ 3.89% |
$73.8K - $93K
|
14.8K
$2.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
551+ 18.71% |
$73.7K - $92.8K
|
3.5K
$538K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
551+ 5.01% |
$73.7K - $92.8K
|
11.5K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
550+ 13.02% |
$73.6K - $92.7K
|
4.78K
$734K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
550+ 9.17% |
$73.6K - $92.7K
|
6.55K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
550+ 265.7% |
$73.6K - $92.7K
|
757
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
550+ 10.3% |
$73.6K - $92.7K
|
5.89K
$906K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
548+ 2.79% |
$73.3K - $92.3K
|
20.2K
$3.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
547+ 3.28% |
$73.2K - $92.2K
|
17.2K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
545+ 3.47% |
$72.9K - $91.8K
|
16.2K
$2.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
538+ 2.72% |
$71.9K - $90.7K
|
20.3K
$3.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
528+ 6.75% |
$70.6K - $89K
|
8.35K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
528+ 6.28% |
$70.6K - $89K
|
8.93K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
526+ 30.07% |
$70.3K - $88.6K
|
2.28K
$350K
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
525+ 7.15% |
$70.2K - $88.5K
|
7.87K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
524+ 15.63% |
$70.1K - $88.3K
|
3.88K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
524+ 4.87% |
$70.1K - $88.3K
|
11.3K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
523New |
$69.9K - $88.1K
|
523
$80.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
522+ 0.68% |
$69.8K - $88K
|
77.3K
$11.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
521+ 7.43% |
$69.7K - $87.8K
|
7.53K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
519+ 24.52% |
$69.4K - $87.5K
|
2.64K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
517+ 2.46% |
$69.1K - $87.1K
|
21.5K
$3.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
517+ 5.63% |
$69.1K - $87.1K
|
9.71K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
515+ 16.99% |
$68.9K - $86.8K
|
3.55K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
509+ 2.07% |
$68.1K - $85.8K
|
25K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
509+ 18.89% |
$68.1K - $85.8K
|
3.2K
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
504+ 6.01% |
$67.4K - $84.9K
|
8.89K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
503+ 211.34% |
$67.3K - $84.8K
|
741
$114K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
500+ 21.78% |
$66.9K - $84.3K
|
2.8K
$430K
|