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 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-84- 3.88% |
$11.2K - $14.2K
|
2.08K
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-84- 0.46% |
$11.2K - $14.2K
|
18.1K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 4.93% |
$11.4K - $14.3K
|
1.64K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-85- 5.3% |
$11.4K - $14.3K
|
1.52K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-85- 0.55% |
$11.4K - $14.3K
|
15.3K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 1.61% |
$11.4K - $14.3K
|
5.18K
$800K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-85- 9.01% |
$11.4K - $14.3K
|
858
$133K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-86- 1.79% |
$11.5K - $14.5K
|
4.71K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-86- 3.29% |
$11.5K - $14.5K
|
2.53K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-86- 0.2% |
$11.5K - $14.5K
|
43.1K
$6.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-86- 0.46% |
$11.5K - $14.5K
|
18.5K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-86- 4.13% |
$11.5K - $14.5K
|
2K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-86- 3.52% |
$11.5K - $14.5K
|
2.36K
$364K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-87- 3.64% |
$11.6K - $14.7K
|
2.3K
$356K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-88- 43.14% |
$11.8K - $14.8K
|
116
$17.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-88- 1.12% |
$11.8K - $14.8K
|
7.75K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-88- 1.02% |
$11.8K - $14.8K
|
8.52K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-89- 1.72% |
$11.9K - $15K
|
5.1K
$787K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-89- 1.38% |
$11.9K - $15K
|
6.35K
$981K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-89- 1.63% |
$11.9K - $15K
|
5.36K
$827K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-91- 1.82% |
$12.2K - $15.3K
|
4.9K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-91- 0.43% |
$12.2K - $15.3K
|
21.1K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-92- 2.64% |
$12.3K - $15.5K
|
3.4K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-92- 1.97% |
$12.3K - $15.5K
|
4.57K
$706K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-93- 1.28% |
$12.4K - $15.7K
|
7.15K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-93- 2.01% |
$12.4K - $15.7K
|
4.54K
$701K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-93- 0.33% |
$12.4K - $15.7K
|
27.7K
$4.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-93- 3.32% |
$12.4K - $15.7K
|
2.71K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-93- 9.62% |
$12.4K - $15.7K
|
874
$135K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-94- 1.46% |
$12.6K - $15.8K
|
6.33K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-94- 1.1% |
$12.6K - $15.8K
|
8.48K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-94- 1.15% |
$12.6K - $15.8K
|
8.08K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-95- 6.05% |
$12.7K - $16K
|
1.47K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-96- 3.69% |
$12.8K - $16.2K
|
2.51K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-96- 0.61% |
$12.8K - $16.2K
|
15.6K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-96- 3.11% |
$12.8K - $16.2K
|
2.99K
$462K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-96- 3.0% |
$12.8K - $16.2K
|
3.1K
$479K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-97- 1.76% |
$13K - $16.3K
|
5.42K
$837K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-97- 2.71% |
$13K - $16.3K
|
3.49K
$538K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-97- 2.21% |
$13K - $16.3K
|
4.3K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-98- 0.83% |
$13.1K - $16.5K
|
11.7K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-98- 1.86% |
$13.1K - $16.5K
|
5.18K
$800K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-99- 0.31% |
$13.2K - $16.7K
|
31.4K
$4.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 2.04% |
$13.4K - $16.9K
|
4.8K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-100- 0.88% |
$13.4K - $16.9K
|
11.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-100- 1.59% |
$13.4K - $16.9K
|
6.18K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-101- 3.49% |
$13.5K - $17K
|
2.79K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-101- 2.47% |
$13.5K - $17K
|
3.98K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-102- 4.59% |
$13.6K - $17.2K
|
2.12K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-103- 0.89% |
$13.8K - $17.4K
|
11.5K
$1.78M
|