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 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
169+ 2.99% |
$22.6K - $28.5K
|
5.83K
$900K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
168+ 0.85% |
$22.5K - $28.3K
|
19.9K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
167+ 0.39% |
$22.3K - $28.1K
|
43.5K
$6.72M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
166+ 3.83% |
$22.2K - $28K
|
4.5K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
166+ 4.25% |
$22.2K - $28K
|
4.07K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
166+ 4.43% |
$22.2K - $28K
|
3.92K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
165+ 3.3% |
$22.1K - $27.8K
|
5.16K
$797K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
165+ 5.52% |
$22.1K - $27.8K
|
3.15K
$487K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
162+ 30.62% |
$21.7K - $27.3K
|
691
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
162+ 0.71% |
$21.7K - $27.3K
|
22.9K
$3.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
160+ 0.2% |
$21.4K - $27K
|
81.7K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
160+ 7.4% |
$21.4K - $27K
|
2.32K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
160+ 106.67% |
$21.4K - $27K
|
310
$47.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
159+ 0.54% |
$21.3K - $26.8K
|
29.4K
$4.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
158+ 1.51% |
$21.1K - $26.6K
|
10.7K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
158+ 2.43% |
$21.1K - $26.6K
|
6.66K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
156+ 0.4% |
$20.9K - $26.3K
|
39.6K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
156+ 14.18% |
$20.9K - $26.3K
|
1.26K
$194K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
155+ 2.59% |
$20.7K - $26.1K
|
6.13K
$947K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
155+ 4.91% |
$20.7K - $26.1K
|
3.31K
$512K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
154+ 2.55% |
$20.6K - $26K
|
6.2K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
154+ 0.96% |
$20.6K - $26K
|
16.2K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
154New |
$20.6K - $26K
|
154
$23.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
152+ 2.94% |
$20.3K - $25.6K
|
5.32K
$822K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
151+ 2.18% |
$20.2K - $25.4K
|
7.06K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
151+ 7.63% |
$20.2K - $25.4K
|
2.13K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
150+ 10.51% |
$20.1K - $25.3K
|
1.58K
$244K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
149+ 6.6% |
$19.9K - $25.1K
|
2.41K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
148+ 0.69% |
$19.8K - $24.9K
|
21.6K
$3.33M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
148+ 1.23% |
$19.8K - $24.9K
|
12.2K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
148+ 2.9% |
$19.8K - $24.9K
|
5.26K
$812K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148+ 7.0% |
$19.8K - $24.9K
|
2.26K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
147+ 3.41% |
$19.7K - $24.8K
|
4.46K
$689K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
146+ 1.22% |
$19.5K - $24.6K
|
12.1K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
146+ 7.89% |
$19.5K - $24.6K
|
2K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
146+ 5.79% |
$19.5K - $24.6K
|
2.67K
$412K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
145+ 4.14% |
$19.4K - $24.4K
|
3.65K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
145+ 0.44% |
$19.4K - $24.4K
|
33K
$5.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
144+ 2.43% |
$19.3K - $24.3K
|
6.06K
$936K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
143+ 2.66% |
$19.1K - $24.1K
|
5.53K
$854K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
142+ 3.41% |
$19K - $23.9K
|
4.3K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
140+ 0.22% |
$18.7K - $23.6K
|
63.2K
$9.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
140+ 3.27% |
$18.7K - $23.6K
|
4.42K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
140+ 3.02% |
$18.7K - $23.6K
|
4.77K
$737K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
139+ 0.96% |
$18.6K - $23.4K
|
14.6K
$2.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
138+ 7.64% |
$18.5K - $23.3K
|
1.95K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
138+ 2.16% |
$18.5K - $23.3K
|
6.52K
$1.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
137+ 6.05% |
$18.3K - $23.1K
|
2.4K
$371K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
137+ 4.02% |
$18.3K - $23.1K
|
3.54K
$547K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
136+ 1.46% |
$18.2K - $22.9K
|
9.44K
$1.46M
|