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 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-358- 2.95% |
$47.9K - $60.3K
|
11.8K
$1.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-358- 8.99% |
$47.9K - $60.3K
|
3.62K
$557K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-358- 2.37% |
$47.9K - $60.3K
|
14.7K
$2.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-360- 3.32% |
$48.1K - $60.7K
|
10.5K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-361- 5.94% |
$48.3K - $60.8K
|
5.72K
$879K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-363- 3.03% |
$48.5K - $61.2K
|
11.6K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-366- 0.66% |
$48.9K - $61.7K
|
54.7K
$8.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-370- 13.53% |
$49.5K - $62.3K
|
2.37K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-371- 0.52% |
$49.6K - $62.5K
|
70.3K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-373- 6.88% |
$49.9K - $62.9K
|
5.05K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-373- 11.59% |
$49.9K - $62.9K
|
2.84K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-374- 17.46% |
$50K - $63K
|
1.77K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-374- 12.44% |
$50K - $63K
|
2.63K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-374- 9.03% |
$50K - $63K
|
3.77K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-375- 0.55% |
$50.1K - $63.2K
|
68.2K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-375- 19.35% |
$50.1K - $63.2K
|
1.56K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-376- 18.22% |
$50.3K - $63.4K
|
1.69K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-377- 1.93% |
$50.4K - $63.5K
|
19.1K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-379- 14.56% |
$50.7K - $63.9K
|
2.22K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-379- 1.87% |
$50.7K - $63.9K
|
19.9K
$3.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-380- 0.4% |
$50.8K - $64K
|
95.4K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-381- 14.8% |
$51K - $64.2K
|
2.19K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-382- 4.97% |
$51.1K - $64.4K
|
7.3K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-383- 4.49% |
$51.2K - $64.5K
|
8.14K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-384- 0.19% |
$51.4K - $64.7K
|
198K
$30.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-385- 1.36% |
$51.5K - $64.9K
|
27.9K
$4.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-386- 1.59% |
$51.6K - $65K
|
23.9K
$3.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-386- 8.39% |
$51.6K - $65K
|
4.22K
$649K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-387- 10.57% |
$51.8K - $65.2K
|
3.28K
$504K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-389- 45.87% |
$52K - $65.6K
|
459
$70.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-391- 0.38% |
$52.3K - $65.9K
|
101K
$15.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-392- 1.84% |
$52.4K - $66.1K
|
20.9K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-392- 0.93% |
$52.4K - $66.1K
|
41.8K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-393- 21.02% |
$52.6K - $66.2K
|
1.48K
$227K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-395- 2.42% |
$52.8K - $66.6K
|
16K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-398- 4.74% |
$53.2K - $67.1K
|
8K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-400- 1.8% |
$53.5K - $67.4K
|
21.8K
$3.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-400- 4.12% |
$53.5K - $67.4K
|
9.31K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-400- 3.11% |
$53.5K - $67.4K
|
12.5K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-402- 9.76% |
$53.8K - $67.7K
|
3.72K
$571K
|
|
|
Aug 11, 2025
Q2 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-404- 12.34% |
$54K - $68.1K
|
2.87K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-405- 5.55% |
$54.2K - $68.2K
|
6.89K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-405- 3.83% |
$54.2K - $68.2K
|
10.2K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-406- 6.92% |
$54.3K - $68.4K
|
5.46K
$840K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-406- 7.27% |
$54.3K - $68.4K
|
5.18K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-406- 7.36% |
$54.3K - $68.4K
|
5.11K
$786K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-407- 9.65% |
$54.4K - $68.6K
|
3.81K
$586K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-410- 17.9% |
$54.8K - $69.1K
|
1.88K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-412- 15.86% |
$55.1K - $69.4K
|
2.19K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-414- 6.8% |
$55.4K - $69.8K
|
5.68K
$873K
|