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 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-435- 0.05% |
$58.2K - $73.3K
|
820K
$127M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-436- 7.53% |
$58.3K - $73.5K
|
5.36K
$827K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-439- 9.93% |
$58.7K - $74K
|
3.98K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-439- 3.34% |
$58.7K - $74K
|
12.7K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-442- 3.65% |
$59.1K - $74.5K
|
11.7K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-443- 12.94% |
$59.2K - $74.6K
|
2.98K
$460K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-444- 9.16% |
$59.4K - $74.8K
|
4.4K
$680K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-445- 13.76% |
$59.5K - $75K
|
2.79K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-449- 3.59% |
$60K - $75.7K
|
12K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-454- 1.24% |
$60.7K - $76.5K
|
36.2K
$5.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-455- 0.34% |
$60.8K - $76.7K
|
133K
$20.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-457- 7.64% |
$61.1K - $77K
|
5.52K
$853K
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-457- 3.96% |
$61.1K - $77K
|
11.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Tang Capital Management LLC
San Diego, CA |
SELL
|
- |
-458- 8.04% |
$61.2K - $77.2K
|
5.24K
$809K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-460- 3.53% |
$61.5K - $77.5K
|
12.6K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-462- 2.98% |
$61.8K - $77.9K
|
15K
$2.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-465- 16.41% |
$62.2K - $78.4K
|
2.37K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-472- 16.59% |
$63.1K - $79.5K
|
2.37K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-473- 4.15% |
$63.3K - $79.7K
|
10.9K
$1.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-473- 0.83% |
$63.3K - $79.7K
|
56.6K
$8.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-475- 6.74% |
$63.5K - $80K
|
6.58K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
SELL
|
- |
-476- 0.88% |
$63.7K - $80.2K
|
53.8K
$8.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-477- 15.92% |
$63.8K - $80.4K
|
2.52K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-477- 9.7% |
$63.8K - $80.4K
|
4.44K
$686K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-478- 17.36% |
$63.9K - $80.5K
|
2.28K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-479- 4.32% |
$64.1K - $80.7K
|
10.6K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-480- 1.44% |
$64.2K - $80.9K
|
32.8K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-480- 23.53% |
$64.2K - $80.9K
|
1.56K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-480- 9.78% |
$64.2K - $80.9K
|
4.43K
$684K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-483- 2.92% |
$64.6K - $81.4K
|
16.1K
$2.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-484- 0.29% |
$64.7K - $81.6K
|
168K
$26M
|
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-495- 23.65% |
$66.2K - $83.4K
|
1.6K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-496- 12.83% |
$66.3K - $83.6K
|
3.37K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-500- 14.32% |
$66.9K - $84.3K
|
2.99K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-500- 5.71% |
$66.9K - $84.3K
|
8.25K
$1.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-502- 10.58% |
$67.1K - $84.6K
|
4.24K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-504- 8.77% |
$67.4K - $84.9K
|
5.24K
$810K
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-505- 1.54% |
$67.5K - $85.1K
|
32.2K
$4.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-507- 6.67% |
$67.8K - $85.4K
|
7.1K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-510- 3.09% |
$68.2K - $85.9K
|
16K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-510- 9.07% |
$68.2K - $85.9K
|
5.11K
$789K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-511- 1.01% |
$68.3K - $86.1K
|
49.9K
$7.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 1.19% |
$68.3K - $86.1K
|
42.3K
$6.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-513- 22.08% |
$68.6K - $86.4K
|
1.81K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-513- 27.04% |
$68.6K - $86.4K
|
1.38K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-513- 17.61% |
$68.6K - $86.4K
|
2.4K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-518- 22.49% |
$69.3K - $87.3K
|
1.79K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-519- 8.74% |
$69.4K - $87.5K
|
5.42K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-521- 6.73% |
$69.7K - $87.8K
|
7.23K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-522- 11.26% |
$69.8K - $88K
|
4.11K
$635K
|