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 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
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3+ 0.15% |
$401 - $506
|
1.95K
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
3+ 0.73% |
$401 - $506
|
412
$63.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3+ 2.0% |
$401 - $506
|
153
$23.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.1% |
$401 - $506
|
2.97K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$401 - $506
|
12.3K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3+ 0.03% |
$401 - $506
|
10.6K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$267 - $337
|
4.85K
$749K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.12% |
$267 - $337
|
1.7K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.13% |
$267 - $337
|
1.53K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2+ 0.09% |
$267 - $337
|
2.17K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.12% |
$267 - $337
|
1.72K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.01% |
$267 - $337
|
25.4K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$267 - $337
|
1.48K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.08% |
$267 - $337
|
2.55K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.05% |
$267 - $337
|
4.12K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1+ 0.02% |
$134 - $169
|
4.69K
$725K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.1% |
$134 - $169
|
961
$148K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.48K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.39K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.86K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.58K
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.79K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.22K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.97K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.05% |
$134 - $169
|
2.15K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.24K
$346K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.19% |
$134 - $169
|
520
$80.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
7.33K
$1.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.36% |
$134 - $169
|
275
$42.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.34K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$134 - $169
|
2.89K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$134 - $169
|
16.1K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
1+ 0.06% |
$134 - $169
|
1.69K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.85% |
$134 - $169
|
119
$18.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.56% |
$134 - $169
|
181
$28K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.31% |
$134 - $169
|
325
$50.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.29% |
$134 - $169
|
348
$53.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.45% |
$134 - $169
|
70
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$134 - $169
|
1.41K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.24% |
$134 - $169
|
411
$63.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1+ 0.09% |
$134 - $169
|
1.08K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-1- 0.01% |
$134 - $169
|
9.76K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1- 0.05% |
$134 - $169
|
2.07K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.07% |
$134 - $169
|
1.5K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$134 - $169
|
14.1K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.14% |
$134 - $169
|
703
$109K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1- 0.02% |
$134 - $169
|
4.61K
$712K
|