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 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-13- 0.77% |
$1.74K - $2.19K
|
1.67K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-13- 0.18% |
$1.74K - $2.19K
|
7.37K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-13- 1.77% |
$1.74K - $2.19K
|
723
$112K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14- 0.81% |
$1.87K - $2.36K
|
1.71K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-15- 0.75% |
$2.01K - $2.53K
|
1.99K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-15- 1.0% |
$2.01K - $2.53K
|
1.49K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-15- 0.12% |
$2.01K - $2.53K
|
12.3K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Northern Capital Management, Inc.
|
SELL
|
- |
-15- 0.39% |
$2.01K - $2.53K
|
3.81K
$588K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-15- 0.26% |
$2.01K - $2.53K
|
5.81K
$897K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-15- 0.08% |
$2.01K - $2.53K
|
19.4K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.41% |
$2.14K - $2.7K
|
3.88K
$600K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-17- 0.9% |
$2.27K - $2.86K
|
1.88K
$290K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-17- 2.86% |
$2.27K - $2.86K
|
577
$89.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17- 0.31% |
$2.27K - $2.86K
|
5.44K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-18- 0.5% |
$2.41K - $3.03K
|
3.6K
$556K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-19- 0.29% |
$2.54K - $3.2K
|
6.45K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-20- 0.3% |
$2.67K - $3.37K
|
6.69K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-20- 0.07% |
$2.67K - $3.37K
|
27.8K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-20- 0.57% |
$2.67K - $3.37K
|
3.5K
$540K
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-20- 0.96% |
$2.67K - $3.37K
|
2.06K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20- 0.07% |
$2.67K - $3.37K
|
27.6K
$4.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-21- 0.07% |
$2.81K - $3.54K
|
29.2K
$4.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-21- 0.2% |
$2.81K - $3.54K
|
10.6K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-22- 4.15% |
$2.94K - $3.71K
|
508
$78.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-22- 0.16% |
$2.94K - $3.71K
|
13.5K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-22- 0.06% |
$2.94K - $3.71K
|
37.7K
$5.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-23- 0.1% |
$3.08K - $3.88K
|
23.8K
$3.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-24- 1.37% |
$3.21K - $4.04K
|
1.72K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-25- 0.13% |
$3.34K - $4.21K
|
18.9K
$2.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-25- 1.1% |
$3.34K - $4.21K
|
2.26K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-25- 1.06% |
$3.34K - $4.21K
|
2.33K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26- 0.32% |
$3.48K - $4.38K
|
8.06K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$3.48K - $4.38K
|
5.46K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-26- 1.57% |
$3.48K - $4.38K
|
1.63K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-27- 0.44% |
$3.61K - $4.55K
|
6.16K
$951K
|
|
|
Jul 21, 2025
Q2 2025
|
Whelan Financial
|
SELL
|
- |
-27- 0.84% |
$3.61K - $4.55K
|
3.18K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-28- 0.62% |
$3.74K - $4.72K
|
4.48K
$692K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-28- 0.69% |
$3.74K - $4.72K
|
4.01K
$620K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-29- 0.81% |
$3.88K - $4.89K
|
3.56K
$550K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-29- 1.51% |
$3.88K - $4.89K
|
1.89K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-29- 0.43% |
$3.88K - $4.89K
|
6.79K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-30- 0.1% |
$4.01K - $5.06K
|
30.2K
$4.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-30- 1.13% |
$4.01K - $5.06K
|
2.63K
$406K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-30- 0.41% |
$4.01K - $5.06K
|
7.32K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-30- 1.24% |
$4.01K - $5.06K
|
2.39K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-31- 1.78% |
$4.15K - $5.22K
|
1.71K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-31- 2.89% |
$4.15K - $5.22K
|
1.04K
$161K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31- 0.15% |
$4.15K - $5.22K
|
21K
$3.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-32- 0.49% |
$4.28K - $5.39K
|
6.47K
$999K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-32- 22.7% |
$4.28K - $5.39K
|
109
$16.8K
|