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 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-177- 2.76% |
$23.7K - $29.8K
|
6.24K
$964K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-177- 0.97% |
$23.7K - $29.8K
|
18.1K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-179- 3.33% |
$23.9K - $30.2K
|
5.2K
$803K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-181- 0.66% |
$24.2K - $30.5K
|
27.3K
$4.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 2.35% |
$24.2K - $30.5K
|
7.53K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-181- 8.33% |
$24.2K - $30.5K
|
1.99K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-182- 1.29% |
$24.3K - $30.7K
|
13.9K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-182- 11.57% |
$24.3K - $30.7K
|
1.39K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-183- 2.58% |
$24.5K - $30.8K
|
6.92K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-183- 10.56% |
$24.5K - $30.8K
|
1.55K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-183- 7.34% |
$24.5K - $30.8K
|
2.31K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-184- 1.72% |
$24.6K - $31K
|
10.5K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-184- 1.44% |
$24.6K - $31K
|
12.6K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-186- 1.15% |
$24.9K - $31.3K
|
15.9K
$2.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-186- 5.46% |
$24.9K - $31.3K
|
3.22K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-187- 6.01% |
$25K - $31.5K
|
2.93K
$452K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-188- 1.9% |
$25.1K - $31.7K
|
9.71K
$1.5M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.68% |
$25.5K - $32.2K
|
11.2K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-192- 10.42% |
$25.7K - $32.4K
|
1.65K
$255K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-193- 8.87% |
$25.8K - $32.5K
|
1.98K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-193- 5.06% |
$25.8K - $32.5K
|
3.62K
$559K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-195- 1.12% |
$26.1K - $32.9K
|
17.3K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-195- 0.09% |
$26.1K - $32.9K
|
218K
$33.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-196- 6.66% |
$26.2K - $33K
|
2.75K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-197- 8.97% |
$26.3K - $33.2K
|
2K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-198- 0.68% |
$26.5K - $33.4K
|
28.8K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-198- 1.91% |
$26.5K - $33.4K
|
10.1K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-200- 1.11% |
$26.7K - $33.7K
|
17.8K
$2.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.58% |
$26.7K - $33.7K
|
12.4K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 1.37% |
$26.7K - $33.7K
|
14.4K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-200- 3.57% |
$26.7K - $33.7K
|
5.4K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-200- 20.0% |
$26.7K - $33.7K
|
800
$124K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-202- 1.84% |
$27K - $34K
|
10.8K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-203- 0.43% |
$27.1K - $34.2K
|
47.1K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-203- 2.59% |
$27.1K - $34.2K
|
7.65K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-204- 2.28% |
$27.3K - $34.4K
|
8.73K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-204- 0.73% |
$27.3K - $34.4K
|
27.6K
$4.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-205- 7.29% |
$27.4K - $34.5K
|
2.61K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-206- 0.35% |
$27.5K - $34.7K
|
58.5K
$9.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-206- 10.13% |
$27.5K - $34.7K
|
1.83K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-207- 4.44% |
$27.7K - $34.9K
|
4.45K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-207- 4.71% |
$27.7K - $34.9K
|
4.18K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-208- 11.56% |
$27.8K - $35.1K
|
1.59K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-209- 6.22% |
$27.9K - $35.2K
|
3.15K
$487K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 5.62% |
$28.1K - $35.4K
|
3.53K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-211- 9.19% |
$28.2K - $35.6K
|
2.09K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-212- 3.47% |
$28.4K - $35.7K
|
5.9K
$912K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-212- 6.7% |
$28.4K - $35.7K
|
2.95K
$456K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-212- 1.65% |
$28.4K - $35.7K
|
12.6K
$1.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-213- 1.48% |
$28.5K - $35.9K
|
14.1K
$2.18M
|