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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-602- 9.43% |
$80.5K - $101K
|
5.78K
$890K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-607- 22.13% |
$81.2K - $102K
|
2.14K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-610- 6.5% |
$81.6K - $103K
|
8.78K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-610- 21.59% |
$81.6K - $103K
|
2.22K
$341K
|
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-612- 3.07% |
$81.8K - $103K
|
19.3K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-616- 1.69% |
$82.4K - $104K
|
35.9K
$5.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-617- 12.36% |
$82.5K - $104K
|
4.37K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-617- 4.91% |
$82.5K - $104K
|
12K
$1.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-620- 2.28% |
$82.9K - $104K
|
26.6K
$4.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-621- 8.68% |
$83K - $105K
|
6.53K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-622- 13.99% |
$83.2K - $105K
|
3.83K
$588K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-623- 8.71% |
$83.3K - $105K
|
6.53K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-623- 1.78% |
$83.3K - $105K
|
34.4K
$5.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-623- 2.85% |
$83.3K - $105K
|
21.2K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-624- 7.63% |
$83.4K - $105K
|
7.55K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-625- 7.08% |
$83.6K - $105K
|
8.2K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-628- 0.87% |
$84K - $106K
|
71.3K
$11M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-637- 7.83% |
$85.2K - $107K
|
7.5K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-640- 15.16% |
$85.6K - $108K
|
3.58K
$551K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-647- 9.37% |
$86.5K - $109K
|
6.26K
$963K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-649- 1.33% |
$86.8K - $109K
|
48K
$7.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-651- 6.71% |
$87.1K - $110K
|
9.05K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-652- 12.87% |
$87.2K - $110K
|
4.42K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-657- 1.02% |
$87.9K - $111K
|
63.5K
$9.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-659- 1.47% |
$88.1K - $111K
|
44.3K
$6.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-666- 20.9% |
$89.1K - $112K
|
2.52K
$388K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-668- 13.17% |
$89.3K - $113K
|
4.41K
$678K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 6.8% |
$89.3K - $113K
|
9.16K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-671- 1.28% |
$89.7K - $113K
|
51.9K
$7.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-676- 6.58% |
$90.4K - $114K
|
9.6K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-676- 4.67% |
$90.4K - $114K
|
13.8K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-676- 12.99% |
$90.4K - $114K
|
4.53K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-677- 2.45% |
$90.5K - $114K
|
26.9K
$4.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-678- 4.61% |
$90.7K - $114K
|
14K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-679- 55.2% |
$90.8K - $114K
|
551
$84.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-686- 7.21% |
$91.7K - $116K
|
8.84K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-688- 7.1% |
$92K - $116K
|
9.01K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-688- 6.52% |
$92K - $116K
|
9.87K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-689- 12.37% |
$92.1K - $116K
|
4.88K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-691- 7.05% |
$92.4K - $116K
|
9.11K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Brentview Investment Management LLC
Northfield, IL |
SELL
|
- |
-692- 1.69% |
$92.5K - $117K
|
40.2K
$6.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-693- 3.85% |
$92.7K - $117K
|
17.3K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-695- 0.68% |
$92.9K - $117K
|
102K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-701- 9.2% |
$93.7K - $118K
|
6.92K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-707- 9.68% |
$94.5K - $119K
|
6.6K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-707- 39.34% |
$94.5K - $119K
|
1.09K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-708- 8.51% |
$94.7K - $119K
|
7.61K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-708- 7.25% |
$94.7K - $119K
|
9.06K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-711- 2.78% |
$95.1K - $120K
|
24.9K
$3.82M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-711- 11.64% |
$95.1K - $120K
|
5.4K
$830K
|