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 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-65- 4.0% |
$8.69K - $11K
|
1.56K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-67- 0.45% |
$8.96K - $11.3K
|
15K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-67- 15.84% |
$8.96K - $11.3K
|
356
$54.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-67- 0.8% |
$8.96K - $11.3K
|
8.34K
$1.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-68- 14.23% |
$9.09K - $11.5K
|
410
$62.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-68- 0.86% |
$9.09K - $11.5K
|
7.8K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-68- 0.13% |
$9.09K - $11.5K
|
52.7K
$8.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-68- 0.45% |
$9.09K - $11.5K
|
15K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-69- 2.55% |
$9.23K - $11.6K
|
2.63K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-70- 3.09% |
$9.36K - $11.8K
|
2.2K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-70- 2.3% |
$9.36K - $11.8K
|
2.97K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-71- 18.88% |
$9.49K - $12K
|
305
$46.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-71- 0.5% |
$9.49K - $12K
|
14.2K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-71- 5.24% |
$9.49K - $12K
|
1.28K
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-72- 0.41% |
$9.63K - $12.1K
|
17.4K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-72- 0.74% |
$9.63K - $12.1K
|
9.59K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.72% |
$9.63K - $12.1K
|
9.89K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-72- 13.98% |
$9.63K - $12.1K
|
443
$68K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-73- 1.25% |
$9.76K - $12.3K
|
5.76K
$885K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-73- 2.14% |
$9.76K - $12.3K
|
3.33K
$512K
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-74- 2.54% |
$9.9K - $12.5K
|
2.84K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-74- 0.09% |
$9.9K - $12.5K
|
82.8K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 1.58% |
$10K - $12.6K
|
4.66K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-75- 0.04% |
$10K - $12.6K
|
205K
$31.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-76- 0.23% |
$10.2K - $12.8K
|
33.4K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-77- 0.32% |
$10.3K - $13K
|
24K
$3.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-77- 3.38% |
$10.3K - $13K
|
2.2K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-77- 1.21% |
$10.3K - $13K
|
6.29K
$965K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-77- 1.75% |
$10.3K - $13K
|
4.31K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-77- 0.4% |
$10.3K - $13K
|
19.3K
$2.96M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-79- 3.55% |
$10.6K - $13.3K
|
2.15K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-79- 11.25% |
$10.6K - $13.3K
|
623
$95.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-80- 0.63% |
$10.7K - $13.5K
|
12.7K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-81- 0.72% |
$10.8K - $13.6K
|
11.1K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-81- 1.58% |
$10.8K - $13.6K
|
5.03K
$772K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 1.76% |
$10.8K - $13.6K
|
4.51K
$693K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-81- 2.03% |
$10.8K - $13.6K
|
3.9K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-81- 3.81% |
$10.8K - $13.6K
|
2.05K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-82- 1.51% |
$11K - $13.8K
|
5.34K
$819K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-82- 4.63% |
$11K - $13.8K
|
1.69K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-84- 0.49% |
$11.2K - $14.2K
|
17.2K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 3.88% |
$11.2K - $14.2K
|
2.08K
$319K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.46% |
$11.2K - $14.2K
|
18.1K
$2.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 4.93% |
$11.4K - $14.3K
|
1.64K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 5.3% |
$11.4K - $14.3K
|
1.52K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-85- 0.55% |
$11.4K - $14.3K
|
15.3K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 1.61% |
$11.4K - $14.3K
|
5.18K
$796K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-85- 9.01% |
$11.4K - $14.3K
|
858
$132K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-86- 1.79% |
$11.5K - $14.5K
|
4.71K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-86- 3.29% |
$11.5K - $14.5K
|
2.53K
$389K
|