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 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-714- 8.16% |
$95.5K - $120K
|
8.04K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-715- 15.89% |
$95.6K - $120K
|
3.79K
$582K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-716- 30.26% |
$95.8K - $121K
|
1.65K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-718- 5.73% |
$96K - $121K
|
11.8K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-728- 7.85% |
$97.4K - $123K
|
8.54K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-730- 1.49% |
$97.6K - $123K
|
48.3K
$7.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-734- 4.58% |
$98.2K - $124K
|
15.3K
$2.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-738- 3.15% |
$98.7K - $124K
|
22.7K
$3.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-739- 11.11% |
$98.8K - $125K
|
5.91K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-741- 5.95% |
$99.1K - $125K
|
11.7K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-745- 0.6% |
$99.6K - $126K
|
124K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-747- 0.86% |
$99.9K - $126K
|
85.8K
$13.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-747- 3.46% |
$99.9K - $126K
|
20.8K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-748- 1.78% |
$100K - $126K
|
41.2K
$6.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-750- 5.43% |
$100K - $126K
|
13.1K
$2.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-753- 3.11% |
$101K - $127K
|
23.4K
$3.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-753- 16.85% |
$101K - $127K
|
3.72K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-756- 1.43% |
$101K - $127K
|
52K
$7.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-757- 8.95% |
$101K - $128K
|
7.7K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-757- 10.44% |
$101K - $128K
|
6.5K
$999K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-757- 2.42% |
$101K - $128K
|
30.5K
$4.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-761- 13.83% |
$102K - $128K
|
4.74K
$729K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-766- 4.17% |
$102K - $129K
|
17.6K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-767- 2.83% |
$103K - $129K
|
26.4K
$4.05M
|
|
|
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
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-781- 9.97% |
$104K - $132K
|
7.05K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-782- 5.46% |
$105K - $132K
|
13.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-792- 18.54% |
$106K - $133K
|
3.48K
$535K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-796- 17.49% |
$106K - $134K
|
3.76K
$577K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-797- 23.84% |
$107K - $134K
|
2.55K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-797- 26.15% |
$107K - $134K
|
2.25K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-803- 1.78% |
$107K - $135K
|
44.4K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-805- 3.29% |
$108K - $136K
|
23.7K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-806- 12.27% |
$108K - $136K
|
5.76K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-813- 24.43% |
$109K - $137K
|
2.52K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-819- 13.56% |
$110K - $138K
|
5.22K
$803K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-819- 13.18% |
$110K - $138K
|
5.4K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-820- 2.83% |
$110K - $138K
|
28.2K
$4.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-823- 4.23% |
$110K - $139K
|
18.6K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-832- 0.28% |
$111K - $140K
|
292K
$44.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-838- 5.6% |
$112K - $141K
|
14.1K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-846- 2.1% |
$113K - $143K
|
39.4K
$6.06M
|
|
|
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
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-860- 0.47% |
$115K - $145K
|
182K
$28M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-861- 34.69% |
$115K - $145K
|
1.62K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-866- 1.34% |
$116K - $146K
|
63.6K
$9.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-872- 28.9% |
$117K - $147K
|
2.15K
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-878- 35.63% |
$117K - $148K
|
1.59K
$244K
|