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 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-761- 13.83% |
$102K - $128K
|
4.74K
$732K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-766- 4.17% |
$102K - $129K
|
17.6K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-767- 2.83% |
$103K - $129K
|
26.4K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-769- 9.13% |
$103K - $130K
|
7.66K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-773- 2.04% |
$103K - $130K
|
37.1K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-781- 9.97% |
$104K - $132K
|
7.05K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-782- 5.46% |
$105K - $132K
|
13.5K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-792- 18.54% |
$106K - $133K
|
3.48K
$537K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-796- 17.49% |
$106K - $134K
|
3.76K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-797- 23.84% |
$107K - $134K
|
2.55K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-797- 26.15% |
$107K - $134K
|
2.25K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-803- 1.78% |
$107K - $135K
|
44.4K
$6.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-805- 3.29% |
$108K - $136K
|
23.7K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-806- 12.27% |
$108K - $136K
|
5.76K
$890K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-813- 24.43% |
$109K - $137K
|
2.52K
$388K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-819- 13.56% |
$110K - $138K
|
5.22K
$806K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-819- 13.18% |
$110K - $138K
|
5.4K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-820- 2.83% |
$110K - $138K
|
28.2K
$4.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-823- 4.23% |
$110K - $139K
|
18.6K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-832- 0.28% |
$111K - $140K
|
292K
$45.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-838- 5.6% |
$112K - $141K
|
14.1K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-846- 2.1% |
$113K - $143K
|
39.4K
$6.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-851- 6.86% |
$114K - $143K
|
11.6K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-855- 34.69% |
$114K - $144K
|
1.61K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-860- 0.47% |
$115K - $145K
|
182K
$28.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-861- 34.69% |
$115K - $145K
|
1.62K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-866- 1.34% |
$116K - $146K
|
63.6K
$9.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-872- 28.9% |
$117K - $147K
|
2.15K
$331K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-878- 35.63% |
$117K - $148K
|
1.59K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-879- 37.86% |
$118K - $148K
|
1.44K
$223K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-884- 33.55% |
$118K - $149K
|
1.75K
$270K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-885- 38.13% |
$118K - $149K
|
1.44K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-900- 9.68% |
$120K - $152K
|
8.4K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-900- 18.84% |
$120K - $152K
|
3.88K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-906- 3.6% |
$121K - $153K
|
24.2K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-910- 4.36% |
$122K - $153K
|
20K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-910- 12.76% |
$122K - $153K
|
6.22K
$961K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-910- 14.55% |
$122K - $153K
|
5.35K
$825K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-914- 8.07% |
$122K - $154K
|
10.4K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-915- 24.84% |
$122K - $154K
|
2.77K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-916- 22.15% |
$122K - $154K
|
3.22K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-916- 4.04% |
$122K - $154K
|
21.8K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-917- 1.77% |
$123K - $155K
|
50.8K
$7.85M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-924- 13.55% |
$124K - $156K
|
5.89K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-925- 3.1% |
$124K - $156K
|
28.9K
$4.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-926- 4.61% |
$124K - $156K
|
19.2K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-928- 20.65% |
$124K - $156K
|
3.57K
$551K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-940- 6.04% |
$126K - $158K
|
14.6K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-944- 16.58% |
$126K - $159K
|
4.75K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-950- 33.05% |
$127K - $160K
|
1.92K
$297K
|