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 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-879- 37.86% |
$118K - $148K
|
1.44K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-884- 33.55% |
$118K - $149K
|
1.75K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-885- 38.13% |
$118K - $149K
|
1.44K
$221K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-894- 5.72% |
$120K - $151K
|
14.7K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-900- 9.68% |
$120K - $152K
|
8.4K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-900- 18.84% |
$120K - $152K
|
3.88K
$596K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-901- 3.62% |
$120K - $152K
|
24K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-906- 3.6% |
$121K - $153K
|
24.2K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-910- 4.36% |
$122K - $153K
|
20K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-910- 12.76% |
$122K - $153K
|
6.22K
$957K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-910- 14.55% |
$122K - $153K
|
5.35K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-914- 8.07% |
$122K - $154K
|
10.4K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-915- 24.84% |
$122K - $154K
|
2.77K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-916- 22.15% |
$122K - $154K
|
3.22K
$495K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-916- 4.04% |
$122K - $154K
|
21.8K
$3.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-917- 1.77% |
$123K - $155K
|
50.8K
$7.82M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-924- 13.55% |
$124K - $156K
|
5.89K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-925- 3.1% |
$124K - $156K
|
28.9K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-926- 4.61% |
$124K - $156K
|
19.2K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-928- 20.65% |
$124K - $156K
|
3.57K
$548K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-940- 6.04% |
$126K - $158K
|
14.6K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-944- 16.58% |
$126K - $159K
|
4.75K
$730K
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-950- 33.05% |
$127K - $160K
|
1.92K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-952- 8.18% |
$127K - $160K
|
10.7K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-952- 37.35% |
$127K - $160K
|
1.6K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-953- 10.77% |
$127K - $161K
|
7.9K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-957- 4.47% |
$128K - $161K
|
20.5K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-959- 0.98% |
$128K - $162K
|
97.1K
$14.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-964- 14.29% |
$129K - $162K
|
5.78K
$889K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-968- 13.38% |
$129K - $163K
|
6.27K
$963K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-973- 10.25% |
$130K - $164K
|
8.52K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-977- 13.32% |
$131K - $165K
|
6.36K
$978K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-979- 4.17% |
$131K - $165K
|
22.5K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-984- 31.9% |
$132K - $166K
|
2.1K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1K- 0.2% |
$134K - $169K
|
508K
$78.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 18.65% |
$134K - $169K
|
4.36K
$671K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.01K- 2.06% |
$134K - $169K
|
47.9K
$7.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 15.87% |
$135K - $171K
|
5.37K
$825K
|
|
|
Aug 06, 2025
Q2 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.02K- 9.18% |
$136K - $172K
|
10.1K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.02K- 0.78% |
$137K - $172K
|
131K
$20.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-1.03K- 14.49% |
$137K - $173K
|
6.05K
$931K
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.03K- 7.01% |
$137K - $173K
|
13.6K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 15.95% |
$138K - $174K
|
5.43K
$835K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.03K- 12.38% |
$138K - $174K
|
7.32K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.04K- 40.46% |
$139K - $175K
|
1.53K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-1.05K- 6.61% |
$140K - $177K
|
14.8K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.06K- 4.46% |
$141K - $178K
|
22.6K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 36.6% |
$141K - $178K
|
1.83K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 11.33% |
$142K - $179K
|
8.29K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.06K- 5.83% |
$142K - $179K
|
17.1K
$2.63M
|