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 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-47- 1.11% |
$6.29K - $7.92K
|
4.2K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-47- 0.17% |
$6.29K - $7.92K
|
28.4K
$4.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-48- 2.47% |
$6.42K - $8.09K
|
1.89K
$292K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-48- 0.05% |
$6.42K - $8.09K
|
104K
$16M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-48- 0.42% |
$6.42K - $8.09K
|
11.3K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-48- 1.68% |
$6.42K - $8.09K
|
2.82K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-49- 1.96% |
$6.55K - $8.26K
|
2.45K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-49- 7.41% |
$6.55K - $8.26K
|
612
$94.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-49- 1.51% |
$6.55K - $8.26K
|
3.2K
$493K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-50- 0.38% |
$6.69K - $8.43K
|
13.2K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-50- 33.33% |
$6.69K - $8.43K
|
100
$15.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.76% |
$6.69K - $8.43K
|
6.56K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-50- 0.2% |
$6.69K - $8.43K
|
25.5K
$3.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.33% |
$6.69K - $8.43K
|
14.9K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-50- 1.92% |
$6.69K - $8.43K
|
2.55K
$394K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-51- 1.01% |
$6.82K - $8.59K
|
5.02K
$775K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-51- 2.73% |
$6.82K - $8.59K
|
1.81K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
SELL
|
- |
-51- 1.21% |
$6.82K - $8.59K
|
4.17K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-52- 0.26% |
$6.95K - $8.76K
|
19.7K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-53- 1.88% |
$7.09K - $8.93K
|
2.76K
$426K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-53- 3.2% |
$7.09K - $8.93K
|
1.6K
$248K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-53- 0.44% |
$7.09K - $8.93K
|
12.1K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-54- 0.36% |
$7.22K - $9.1K
|
15.1K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-54- 1.91% |
$7.22K - $9.1K
|
2.77K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 2.75% |
$7.22K - $9.1K
|
1.91K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-54- 1.88% |
$7.22K - $9.1K
|
2.83K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-54- 3.45% |
$7.22K - $9.1K
|
1.51K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 21.57% |
$7.36K - $9.27K
|
200
$30.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-55- 2.16% |
$7.36K - $9.27K
|
2.49K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-55- 2.62% |
$7.36K - $9.27K
|
2.05K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Reaves W H & CO Inc
|
SELL
|
- |
-55- 0.49% |
$7.36K - $9.27K
|
11.1K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-57- 3.56% |
$7.62K - $9.61K
|
1.54K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-57- 1.24% |
$7.62K - $9.61K
|
4.56K
$704K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-57- 3.2% |
$7.62K - $9.61K
|
1.73K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-57- 1.31% |
$7.62K - $9.61K
|
4.3K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-57- 1.69% |
$7.62K - $9.61K
|
3.33K
$514K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-57- 1.24% |
$7.62K - $9.61K
|
4.54K
$701K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-58- 2.39% |
$7.76K - $9.77K
|
2.37K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-59- 1.7% |
$7.89K - $9.94K
|
3.42K
$528K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-60- 0.25% |
$8.02K - $10.1K
|
23.6K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-60- 1.84% |
$8.02K - $10.1K
|
3.2K
$494K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-60- 3.85% |
$8.02K - $10.1K
|
1.5K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-60- 4.03% |
$8.02K - $10.1K
|
1.43K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-60- 2.04% |
$8.02K - $10.1K
|
2.88K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-60- 1.66% |
$8.02K - $10.1K
|
3.55K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-61- 2.12% |
$8.16K - $10.3K
|
2.81K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-61- 1.36% |
$8.16K - $10.3K
|
4.43K
$684K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-61- 2.7% |
$8.16K - $10.3K
|
2.2K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-61- 3.48% |
$8.16K - $10.3K
|
1.69K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-62- 0.92% |
$8.29K - $10.4K
|
6.66K
$1.03M
|