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 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-510- 3.09% |
$68.2K - $85.9K
|
16K
$2.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-510- 9.07% |
$68.2K - $85.9K
|
5.11K
$786K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-511- 1.01% |
$68.3K - $86.1K
|
49.9K
$7.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-511- 1.19% |
$68.3K - $86.1K
|
42.3K
$6.51M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-513- 22.08% |
$68.6K - $86.4K
|
1.81K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-513- 27.04% |
$68.6K - $86.4K
|
1.38K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-513- 17.61% |
$68.6K - $86.4K
|
2.4K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-518- 22.49% |
$69.3K - $87.3K
|
1.79K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-519- 8.74% |
$69.4K - $87.5K
|
5.42K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-521- 6.73% |
$69.7K - $87.8K
|
7.23K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-522- 11.26% |
$69.8K - $88K
|
4.11K
$633K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-525- 2.02% |
$70.2K - $88.5K
|
25.5K
$3.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-534- 5.74% |
$71.4K - $90K
|
8.76K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-538- 5.79% |
$71.9K - $90.7K
|
8.75K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-545- 22.61% |
$72.9K - $91.8K
|
1.87K
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-550- 4.56% |
$73.6K - $92.7K
|
11.5K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-552- 7.65% |
$73.8K - $93K
|
6.66K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-552- 15.86% |
$73.8K - $93K
|
2.93K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-552- 15.37% |
$73.8K - $93K
|
3.04K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-555- 2.02% |
$74.2K - $93.5K
|
27K
$4.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-556- 23.61% |
$74.4K - $93.7K
|
1.8K
$277K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-556- 6.8% |
$74.4K - $93.7K
|
7.63K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-560- 3.17% |
$74.9K - $94.4K
|
17.1K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-560- 63.49% |
$74.9K - $94.4K
|
322
$49.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-560- 2.91% |
$74.9K - $94.4K
|
18.7K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-561- 16.9% |
$75K - $94.5K
|
2.76K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-561- 2.97% |
$75K - $94.5K
|
18.3K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-561- 0.81% |
$75K - $94.5K
|
69K
$10.6M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-564- 7.61% |
$75.4K - $95K
|
6.84K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-567- 10.66% |
$75.8K - $95.5K
|
4.75K
$731K
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-570- 1.63% |
$76.2K - $96.1K
|
34.4K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-570- 16.08% |
$76.2K - $96.1K
|
2.98K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-578- 27.23% |
$77.3K - $97.4K
|
1.55K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-578- 25.14% |
$77.3K - $97.4K
|
1.72K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-578- 2.89% |
$77.3K - $97.4K
|
19.5K
$2.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-580- 2.29% |
$77.6K - $97.7K
|
24.8K
$3.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-581- 15.01% |
$77.7K - $97.9K
|
3.29K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-581- 17.13% |
$77.7K - $97.9K
|
2.81K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-582- 8.81% |
$77.8K - $98.1K
|
6.02K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-584- 3.85% |
$78.1K - $98.4K
|
14.6K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-588- 21.79% |
$78.6K - $99.1K
|
2.11K
$324K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-590- 11.98% |
$78.9K - $99.4K
|
4.33K
$667K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-593- 13.38% |
$79.3K - $99.9K
|
3.84K
$591K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-595- 1.06% |
$79.6K - $100K
|
55.5K
$8.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-595- 16.97% |
$79.6K - $100K
|
2.91K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-595- 0.15% |
$79.6K - $100K
|
399K
$61.3M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-600- 23.3% |
$80.2K - $101K
|
1.98K
$304K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-600- 2.46% |
$80.2K - $101K
|
23.8K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-600- 13.4% |
$80.2K - $101K
|
3.88K
$596K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-600- 0.78% |
$80.2K - $101K
|
76.1K
$11.7M
|