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 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-319- 13.72% |
$42.7K - $53.8K
|
2.01K
$310K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-319- 12.58% |
$42.7K - $53.8K
|
2.22K
$342K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-320- 0.47% |
$42.8K - $53.9K
|
68K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-323- 45.95% |
$43.2K - $54.4K
|
380
$58.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-324- 10.87% |
$43.3K - $54.6K
|
2.66K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-325- 11.72% |
$43.5K - $54.8K
|
2.45K
$378K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-326- 15.4% |
$43.6K - $54.9K
|
1.79K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-326- 7.36% |
$43.6K - $54.9K
|
4.1K
$634K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-327- 7.94% |
$43.7K - $55.1K
|
3.79K
$585K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-328- 4.57% |
$43.9K - $55.3K
|
6.86K
$1.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-329- 4.66% |
$44K - $55.4K
|
6.73K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-331- 7.16% |
$44.3K - $55.8K
|
4.3K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-331- 2.05% |
$44.3K - $55.8K
|
15.8K
$2.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-333- 2.88% |
$44.5K - $56.1K
|
11.2K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-333- 10.27% |
$44.5K - $56.1K
|
2.91K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-334- 2.26% |
$44.7K - $56.3K
|
14.5K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-335- 2.37% |
$44.8K - $56.5K
|
13.8K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-336- 5.0% |
$44.9K - $56.6K
|
6.38K
$986K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-339- 1.65% |
$45.3K - $57.1K
|
20.2K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Edmp, Inc.
|
SELL
|
- |
-339- 2.24% |
$45.3K - $57.1K
|
14.8K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-341- 31.11% |
$45.6K - $57.5K
|
755
$117K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-342- 16.59% |
$45.7K - $57.6K
|
1.72K
$265K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-343- 5.39% |
$45.9K - $57.8K
|
6.02K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-346- 11.73% |
$46.3K - $58.3K
|
2.6K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-347- 8.49% |
$46.4K - $58.5K
|
3.74K
$577K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-347- 1.11% |
$46.4K - $58.5K
|
30.8K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-349- 3.02% |
$46.7K - $58.8K
|
11.2K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-350- 9.6% |
$46.8K - $59K
|
3.29K
$509K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-350- 22.89% |
$46.8K - $59K
|
1.18K
$182K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-351- 1.12% |
$46.9K - $59.1K
|
31K
$4.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-353- 15.85% |
$47.2K - $59.5K
|
1.87K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-354- 1.86% |
$47.3K - $59.7K
|
18.7K
$2.89M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-356- 4.64% |
$47.6K - $60K
|
7.31K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-356- 15.69% |
$47.6K - $60K
|
1.91K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-357- 3.61% |
$47.7K - $60.2K
|
9.53K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-358- 0.9% |
$47.9K - $60.3K
|
39.4K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-358- 2.95% |
$47.9K - $60.3K
|
11.8K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-358- 8.99% |
$47.9K - $60.3K
|
3.62K
$559K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-358- 2.37% |
$47.9K - $60.3K
|
14.7K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-360- 3.32% |
$48.1K - $60.7K
|
10.5K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-361- 5.94% |
$48.3K - $60.8K
|
5.72K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-363- 3.03% |
$48.5K - $61.2K
|
11.6K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-366- 0.66% |
$48.9K - $61.7K
|
54.7K
$8.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-370- 13.53% |
$49.5K - $62.3K
|
2.37K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-371- 0.52% |
$49.6K - $62.5K
|
70.3K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-373- 6.88% |
$49.9K - $62.9K
|
5.05K
$779K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-373- 11.59% |
$49.9K - $62.9K
|
2.84K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-374- 17.46% |
$50K - $63K
|
1.77K
$273K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-374- 12.44% |
$50K - $63K
|
2.63K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-374- 9.03% |
$50K - $63K
|
3.77K
$582K
|