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 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-141- 6.98% |
$18.9K - $23.8K
|
1.88K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-143- 7.06% |
$19.1K - $24.1K
|
1.88K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-143- 2.4% |
$19.1K - $24.1K
|
5.82K
$899K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-144- 7.66% |
$19.3K - $24.3K
|
1.74K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-144- 1.45% |
$19.3K - $24.3K
|
9.8K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-145- 1.74% |
$19.4K - $24.4K
|
8.18K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-146- 7.17% |
$19.5K - $24.6K
|
1.89K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-146- 3.41% |
$19.5K - $24.6K
|
4.13K
$638K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-147- 0.53% |
$19.7K - $24.8K
|
27.8K
$4.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 3.32% |
$19.8K - $24.9K
|
4.31K
$666K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-148- 6.24% |
$19.8K - $24.9K
|
2.22K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-148- 4.81% |
$19.8K - $24.9K
|
2.93K
$452K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-148- 3.08% |
$19.8K - $24.9K
|
4.66K
$720K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-148- 0.63% |
$19.8K - $24.9K
|
23.4K
$3.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-149- 31.97% |
$19.9K - $25.1K
|
317
$49K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-149- 4.41% |
$19.9K - $25.1K
|
3.23K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-149- 2.63% |
$19.9K - $25.1K
|
5.52K
$852K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-150- 8.1% |
$20.1K - $25.3K
|
1.7K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-150- 4.02% |
$20.1K - $25.3K
|
3.59K
$554K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-150- 2.15% |
$20.1K - $25.3K
|
6.84K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-150- 0.42% |
$20.1K - $25.3K
|
35.7K
$5.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-150- 30.67% |
$20.1K - $25.3K
|
339
$52.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-151- 4.97% |
$20.2K - $25.4K
|
2.89K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-151- 1.09% |
$20.2K - $25.4K
|
13.7K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-152- 8.32% |
$20.3K - $25.6K
|
1.67K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-153- 5.26% |
$20.5K - $25.8K
|
2.76K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-154- 6.24% |
$20.6K - $26K
|
2.31K
$357K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 6.43% |
$20.6K - $26K
|
2.24K
$346K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-155- 0.84% |
$20.7K - $26.1K
|
18.3K
$2.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-156- 4.92% |
$20.9K - $26.3K
|
3.02K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-157- 7.3% |
$21K - $26.5K
|
1.99K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-159- 21.4% |
$21.3K - $26.8K
|
584
$90.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-160- 7.74% |
$21.4K - $27K
|
1.91K
$295K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-162- 9.0% |
$21.7K - $27.3K
|
1.64K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-163- 7.2% |
$21.8K - $27.5K
|
2.1K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-163- 5.78% |
$21.8K - $27.5K
|
2.66K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-164- 6.94% |
$21.9K - $27.6K
|
2.2K
$340K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-167- 4.16% |
$22.3K - $28.1K
|
3.85K
$594K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-168- 0.07% |
$22.5K - $28.3K
|
231K
$35.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-170- 10.33% |
$22.7K - $28.6K
|
1.48K
$228K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-171- 7.17% |
$22.9K - $28.8K
|
2.21K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-172- 2.75% |
$23K - $29K
|
6.08K
$938K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-173- 0.7% |
$23.1K - $29.2K
|
24.7K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-173- 0.98% |
$23.1K - $29.2K
|
17.5K
$2.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-173- 0.92% |
$23.1K - $29.2K
|
18.6K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-175- 1.11% |
$23.4K - $29.5K
|
15.5K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-175- 3.88% |
$23.4K - $29.5K
|
4.34K
$670K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-175- 6.98% |
$23.4K - $29.5K
|
2.33K
$360K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-175- 0.92% |
$23.4K - $29.5K
|
18.8K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-176- 6.57% |
$23.5K - $29.7K
|
2.5K
$386K
|