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
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.84K
$902K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.84K
$748K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
11+ 2.04% |
$1.47K - $1.85K
|
549
$84.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.47K - $1.85K
|
4.8K
$741K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11+ 0.19% |
$1.47K - $1.85K
|
5.82K
$899K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
10+ 0.19% |
$1.34K - $1.69K
|
5.24K
$810K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.34K - $1.69K
|
2.46K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10+ 0.52% |
$1.34K - $1.69K
|
1.95K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.34K - $1.69K
|
5.01K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
10+ 22.73% |
$1.34K - $1.69K
|
54
$8.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 0.7% |
$1.34K - $1.69K
|
1.43K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
10+ 5.62% |
$1.34K - $1.69K
|
188
$29K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
10+ 0.16% |
$1.34K - $1.69K
|
6.39K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
9+ 0.57% |
$1.2K - $1.52K
|
1.59K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
9+ 0.64% |
$1.2K - $1.52K
|
1.41K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9+ 0.19% |
$1.2K - $1.52K
|
4.7K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9+ 0.73% |
$1.2K - $1.52K
|
1.25K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
9+ 3.0% |
$1.2K - $1.52K
|
309
$47.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
8+ 0.17% |
$1.07K - $1.35K
|
4.62K
$714K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.63% |
$1.07K - $1.35K
|
1.29K
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.07K - $1.35K
|
6.08K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8+ 0.58% |
$1.07K - $1.35K
|
1.4K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$936 - $1.18K
|
22.5K
$3.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
7+ 0.33% |
$936 - $1.18K
|
2.12K
$327K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
7+ 0.5% |
$936 - $1.18K
|
1.41K
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
7+ 0.05% |
$936 - $1.18K
|
15.1K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.8% |
$936 - $1.18K
|
887
$137K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6+ 0.22% |
$802 - $1.01K
|
2.72K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$802 - $1.01K
|
6.42K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
6+ 1.2% |
$802 - $1.01K
|
505
$78K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.35% |
$669 - $843
|
1.42K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
5+ 0.06% |
$669 - $843
|
8.24K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.04% |
$669 - $843
|
11.4K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
5+ 0.02% |
$669 - $843
|
23.6K
$3.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.27% |
$669 - $843
|
1.85K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.19% |
$669 - $843
|
2.58K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.44% |
$669 - $843
|
1.14K
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$535 - $674
|
12.8K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.24% |
$535 - $674
|
327
$50.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$535 - $674
|
3.87K
$597K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 0.33% |
$535 - $674
|
1.23K
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
4+ 1.88% |
$535 - $674
|
217
$33.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
4+ 0.18% |
$535 - $674
|
2.18K
$337K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.71% |
$535 - $674
|
565
$87.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
BUY
|
- |
4+ 0.31% |
$535 - $674
|
1.29K
$200K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$535 - $674
|
20.3K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.05% |
$535 - $674
|
8.52K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3+ 0.14% |
$401 - $506
|
2.08K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.09% |
$401 - $506
|
3.43K
$530K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
3+ 0.13% |
$401 - $506
|
2.24K
$346K
|