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 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-172- 2.75% |
$23K - $29K
|
6.08K
$943K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-173- 0.7% |
$23.1K - $29.2K
|
24.7K
$3.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-173- 0.98% |
$23.1K - $29.2K
|
17.5K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-173- 0.92% |
$23.1K - $29.2K
|
18.6K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-175- 1.11% |
$23.4K - $29.5K
|
15.5K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-175- 3.88% |
$23.4K - $29.5K
|
4.34K
$674K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-175- 6.98% |
$23.4K - $29.5K
|
2.33K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-175- 0.92% |
$23.4K - $29.5K
|
18.8K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-176- 6.57% |
$23.5K - $29.7K
|
2.5K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-177- 1.06% |
$23.7K - $29.8K
|
16.6K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-177- 2.76% |
$23.7K - $29.8K
|
6.24K
$969K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-177- 0.97% |
$23.7K - $29.8K
|
18.1K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-179- 3.33% |
$23.9K - $30.2K
|
5.2K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-181- 0.66% |
$24.2K - $30.5K
|
27.3K
$4.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-181- 2.35% |
$24.2K - $30.5K
|
7.53K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-181- 8.33% |
$24.2K - $30.5K
|
1.99K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-182- 1.29% |
$24.3K - $30.7K
|
13.9K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-182- 11.57% |
$24.3K - $30.7K
|
1.39K
$216K
|
|
|
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
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-183- 7.34% |
$24.5K - $30.8K
|
2.31K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-184- 1.72% |
$24.6K - $31K
|
10.5K
$1.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-184- 1.44% |
$24.6K - $31K
|
12.6K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-186- 1.15% |
$24.9K - $31.3K
|
15.9K
$2.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-186- 5.46% |
$24.9K - $31.3K
|
3.22K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-187- 6.01% |
$25K - $31.5K
|
2.93K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-188- 1.9% |
$25.1K - $31.7K
|
9.71K
$1.51M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.68% |
$25.5K - $32.2K
|
11.2K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-192- 10.42% |
$25.7K - $32.4K
|
1.65K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-193- 8.87% |
$25.8K - $32.5K
|
1.98K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-193- 5.06% |
$25.8K - $32.5K
|
3.62K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-195- 1.12% |
$26.1K - $32.9K
|
17.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-195- 0.09% |
$26.1K - $32.9K
|
218K
$33.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-196- 6.66% |
$26.2K - $33K
|
2.75K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-197- 8.97% |
$26.3K - $33.2K
|
2K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-198- 0.68% |
$26.5K - $33.4K
|
28.8K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-198- 1.91% |
$26.5K - $33.4K
|
10.1K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-200- 1.11% |
$26.7K - $33.7K
|
17.8K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.58% |
$26.7K - $33.7K
|
12.4K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-200- 1.37% |
$26.7K - $33.7K
|
14.4K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-200- 3.57% |
$26.7K - $33.7K
|
5.4K
$838K
|
|
|
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
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-203- 0.43% |
$27.1K - $34.2K
|
47.1K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-203- 2.59% |
$27.1K - $34.2K
|
7.65K
$1.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-203- 1.74% |
$27.1K - $34.2K
|
11.5K
$1.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-204- 2.28% |
$27.3K - $34.4K
|
8.73K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-204- 0.73% |
$27.3K - $34.4K
|
27.6K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-205- 7.29% |
$27.4K - $34.5K
|
2.61K
$405K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-205- 8.31% |
$27.4K - $34.5K
|
2.26K
$351K
|