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 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
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-214- 2.93% |
$28.6K - $36.1K
|
7.09K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-215- 1.21% |
$28.8K - $36.2K
|
17.5K
$2.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-218- 4.73% |
$29.2K - $36.7K
|
4.39K
$679K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-218- 45.13% |
$29.2K - $36.7K
|
265
$40.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-219- 2.45% |
$29.3K - $36.9K
|
8.74K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-219- 0.49% |
$29.3K - $36.9K
|
44.6K
$6.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-219- 1.33% |
$29.3K - $36.9K
|
16.2K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-220- 0.3% |
$29.4K - $37.1K
|
73.7K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-220- 8.45% |
$29.4K - $37.1K
|
2.38K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-220- 0.09% |
$29.4K - $37.1K
|
248K
$38.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-220- 1.11% |
$29.4K - $37.1K
|
19.6K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-221- 0.33% |
$29.6K - $37.2K
|
66.3K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-222- 3.19% |
$29.7K - $37.4K
|
6.73K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-223- 1.23% |
$29.8K - $37.6K
|
17.9K
$2.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-225- 5.4% |
$30.1K - $37.9K
|
3.94K
$609K
|
|
|
Aug 05, 2025
Q2 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-225- 9.96% |
$30.1K - $37.9K
|
2.03K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-225- 45.45% |
$30.1K - $37.9K
|
270
$41.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-227- 2.41% |
$30.4K - $38.3K
|
9.21K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-228- 1.24% |
$30.5K - $38.4K
|
18.2K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-229- 5.61% |
$30.6K - $38.6K
|
3.86K
$596K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-230- 2.44% |
$30.8K - $38.8K
|
9.18K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-230- 4.38% |
$30.8K - $38.8K
|
5.02K
$775K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-230- 0.42% |
$30.8K - $38.8K
|
54.3K
$8.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-231- 52.26% |
$30.9K - $38.9K
|
211
$32.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-231- 0.66% |
$30.9K - $38.9K
|
34.8K
$5.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-233- 0.36% |
$31.2K - $39.3K
|
63.8K
$9.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-233- 6.75% |
$31.2K - $39.3K
|
3.22K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-235- 8.26% |
$31.4K - $39.6K
|
2.61K
$403K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-237- 7.68% |
$31.7K - $39.9K
|
2.85K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-237- 1.78% |
$31.7K - $39.9K
|
13.1K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-238- 1.5% |
$31.8K - $40.1K
|
15.6K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-240- 1.35% |
$32.1K - $40.4K
|
17.6K
$2.72M
|