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 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
202+ 0.47% |
$27K - $34K
|
43.6K
$6.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
201+ 4.81% |
$26.9K - $33.9K
|
4.38K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
201+ 6.57% |
$26.9K - $33.9K
|
3.26K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
200+ 2.28% |
$26.7K - $33.7K
|
8.99K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
200+ 0.7% |
$26.7K - $33.7K
|
28.9K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
200+ 6.76% |
$26.7K - $33.7K
|
3.16K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
44 Wealth Management LLC
|
BUY
|
- |
200+ 2.1% |
$26.7K - $33.7K
|
9.74K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
199+ 5.71% |
$26.6K - $33.5K
|
3.69K
$569K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
198+ 8.17% |
$26.5K - $33.4K
|
2.62K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
197+ 6.35% |
$26.3K - $33.2K
|
3.3K
$510K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
197+ 1.3% |
$26.3K - $33.2K
|
15.4K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
195+ 11.29% |
$26.1K - $32.9K
|
1.92K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
194+ 8.85% |
$25.9K - $32.7K
|
2.39K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
194+ 3.04% |
$25.9K - $32.7K
|
6.58K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
194+ 5.72% |
$25.9K - $32.7K
|
3.58K
$553K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
192+ 4.98% |
$25.7K - $32.4K
|
4.05K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
191+ 7.41% |
$25.5K - $32.2K
|
2.77K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191+ 7.59% |
$25.5K - $32.2K
|
2.71K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
191+ 11.92% |
$25.5K - $32.2K
|
1.79K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
191+ 76.4% |
$25.5K - $32.2K
|
441
$68.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
190+ 1.55% |
$25.4K - $32K
|
12.4K
$1.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
188+ 4.88% |
$25.1K - $31.7K
|
4.04K
$624K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
188+ 13.23% |
$25.1K - $31.7K
|
1.61K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
186+ 3.19% |
$24.9K - $31.3K
|
6.02K
$930K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
186+ 3.54% |
$24.9K - $31.3K
|
5.44K
$840K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
186+ 4.58% |
$24.9K - $31.3K
|
4.25K
$656K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
185+ 2.81% |
$24.7K - $31.2K
|
6.77K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
185+ 0.74% |
$24.7K - $31.2K
|
25.2K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
183+ 4.98% |
$24.5K - $30.8K
|
3.86K
$596K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
182+ 1.49% |
$24.3K - $30.7K
|
12.4K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
181+ 14.38% |
$24.2K - $30.5K
|
1.44K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
180+ 1.44% |
$24.1K - $30.3K
|
12.7K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
180+ 0.53% |
$24.1K - $30.3K
|
34.3K
$5.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
180+ 5.57% |
$24.1K - $30.3K
|
3.41K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
179+ 2.86% |
$23.9K - $30.2K
|
6.44K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
178+ 1.21% |
$23.8K - $30K
|
14.8K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
176+ 3.96% |
$23.5K - $29.7K
|
4.63K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
176+ 3.05% |
$23.5K - $29.7K
|
5.95K
$919K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
175+ 11.54% |
$23.4K - $29.5K
|
1.69K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
175+ 3.95% |
$23.4K - $29.5K
|
4.6K
$711K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
174+ 8.04% |
$23.3K - $29.3K
|
2.34K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
174+ 1.24% |
$23.3K - $29.3K
|
14.2K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
173+ 2.63% |
$23.1K - $29.2K
|
6.76K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
172+ 3.39% |
$23K - $29K
|
5.24K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
172+ 1.1% |
$23K - $29K
|
15.9K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
172+ 0.03% |
$23K - $29K
|
624K
$96.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
171+ 6.83% |
$22.9K - $28.8K
|
2.67K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
170+ 0.41% |
$22.7K - $28.6K
|
42.1K
$6.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
170+ 0.79% |
$22.7K - $28.6K
|
21.8K
$3.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.69% |
$22.7K - $28.6K
|
24.9K
$3.85M
|