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 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 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 0.04% |
$134 - $169
|
2.57K
$396K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1- 0.01% |
$134 - $169
|
7.93K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 1.82% |
$134 - $169
|
54
$8.34K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2- 0.08% |
$267 - $337
|
2.4K
$370K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2- 0.06% |
$267 - $337
|
3.34K
$515K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2- 0.02% |
$267 - $337
|
12.1K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.09% |
$401 - $506
|
3.52K
$544K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.09% |
$535 - $674
|
4.28K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4- 0.02% |
$535 - $674
|
21.8K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-4- 0.13% |
$535 - $674
|
3.15K
$487K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5- 0.32% |
$669 - $843
|
1.55K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5- 0.19% |
$669 - $843
|
2.67K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-5- 0.11% |
$669 - $843
|
4.6K
$710K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5- 0.32% |
$669 - $843
|
1.57K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5- 0.25% |
$669 - $843
|
2.01K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-5- 0.01% |
$669 - $843
|
80K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5- 0.01% |
$669 - $843
|
36.5K
$5.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-6- 0.22% |
$802 - $1.01K
|
2.68K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-6- 0.32% |
$802 - $1.01K
|
1.85K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6- 0.03% |
$802 - $1.01K
|
20.1K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-6- 0.06% |
$802 - $1.01K
|
10.1K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-6- 0.15% |
$802 - $1.01K
|
4.04K
$623K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6- 0.29% |
$802 - $1.01K
|
2.07K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6- 0.35% |
$802 - $1.01K
|
1.72K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7- 0.33% |
$936 - $1.18K
|
2.09K
$322K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7- -0.0% |
$936 - $1.18K
|
3.06M
$473M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-8- 0.95% |
$1.07K - $1.35K
|
833
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.36% |
$1.07K - $1.35K
|
2.22K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-8- 0.22% |
$1.07K - $1.35K
|
3.69K
$570K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-8- 0.28% |
$1.07K - $1.35K
|
2.84K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-8- 0.38% |
$1.07K - $1.35K
|
2.07K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 0.14% |
$1.07K - $1.35K
|
5.88K
$907K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-8- 0.51% |
$1.07K - $1.35K
|
1.56K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9- 0.27% |
$1.2K - $1.52K
|
3.36K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-10- 0.27% |
$1.34K - $1.69K
|
3.7K
$571K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.05% |
$1.34K - $1.69K
|
20.3K
$3.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-10- 0.22% |
$1.34K - $1.69K
|
4.44K
$685K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10- 0.17% |
$1.34K - $1.69K
|
5.74K
$886K
|