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
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
135+ 3.05% |
$18.1K - $22.7K
|
4.56K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
135+ 3.86% |
$18.1K - $22.7K
|
3.64K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
135+ 6.95% |
$18.1K - $22.7K
|
2.08K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
134+ 0.58% |
$17.9K - $22.6K
|
23.2K
$3.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
134+ 0.22% |
$17.9K - $22.6K
|
61.3K
$9.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
133+ 5.39% |
$17.8K - $22.4K
|
2.6K
$402K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
133+ 10.49% |
$17.8K - $22.4K
|
1.4K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
133+ 3.69% |
$17.8K - $22.4K
|
3.74K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
133+ 5.73% |
$17.8K - $22.4K
|
2.46K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
131+ 1.29% |
$17.5K - $22.1K
|
10.3K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
130New |
$17.4K - $21.9K
|
130
$20.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
128+ 1.49% |
$17.1K - $21.6K
|
8.72K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
128+ 5.53% |
$17.1K - $21.6K
|
2.44K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
128+ 2.0% |
$17.1K - $21.6K
|
6.52K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
128+ 1.29% |
$17.1K - $21.6K
|
10K
$1.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
127+ 8.63% |
$17K - $21.4K
|
1.6K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
127+ 0.85% |
$17K - $21.4K
|
15K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
126+ 5.16% |
$16.8K - $21.2K
|
2.57K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
125+ 19.84% |
$16.7K - $21.1K
|
755
$117K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
122+ 3.77% |
$16.3K - $20.6K
|
3.36K
$519K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
122+ 2.01% |
$16.3K - $20.6K
|
6.19K
$955K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
120+ 3.91% |
$16K - $20.2K
|
3.19K
$493K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120+ 4.33% |
$16K - $20.2K
|
2.89K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
119+ 0.98% |
$15.9K - $20.1K
|
12.2K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
119New |
$15.9K - $20.1K
|
119
$18.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
119+ 1.67% |
$15.9K - $20.1K
|
7.24K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
118+ 86.13% |
$15.8K - $19.9K
|
255
$39.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Asset Planning Services Inc
|
BUY
|
- |
115+ 0.26% |
$15.4K - $19.4K
|
43.7K
$6.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
115+ 2.54% |
$15.4K - $19.4K
|
4.64K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
114+ 4.5% |
$15.2K - $19.2K
|
2.65K
$409K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
114+ 10.9% |
$15.2K - $19.2K
|
1.16K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
114+ 165.22% |
$15.2K - $19.2K
|
183
$28.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
113+ 0.38% |
$15.1K - $19K
|
29.8K
$4.6M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
112+ 1.44% |
$15K - $18.9K
|
7.88K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
112+ 1.57% |
$15K - $18.9K
|
7.26K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
112+ 4.03% |
$15K - $18.9K
|
2.89K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
111+ 1.53% |
$14.8K - $18.7K
|
7.36K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
111+ 0.15% |
$14.8K - $18.7K
|
73.3K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
110+ 3.44% |
$14.7K - $18.5K
|
3.31K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
109+ 3.65% |
$14.6K - $18.4K
|
3.09K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
109+ 7.73% |
$14.6K - $18.4K
|
1.52K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
109+ 6.89% |
$14.6K - $18.4K
|
1.69K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
109+ 0.36% |
$14.6K - $18.4K
|
30.8K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
108+ 7.56% |
$14.4K - $18.2K
|
1.54K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
106+ 1.48% |
$14.2K - $17.9K
|
7.29K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
105+ 4.85% |
$14K - $17.7K
|
2.27K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 2.97% |
$14K - $17.7K
|
3.64K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
105+ 5.83% |
$14K - $17.7K
|
1.91K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
104+ 3.57% |
$13.9K - $17.5K
|
3.02K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
104+ 2.78% |
$13.9K - $17.5K
|
3.85K
$594K
|