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 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.18K- 5.16% |
$157K - $198K
|
21.6K
$3.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.18K- 0.93% |
$158K - $199K
|
126K
$19.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.19K- 31.8% |
$159K - $200K
|
2.54K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.19K- 1.78% |
$159K - $200K
|
65.6K
$10.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 13.53% |
$159K - $200K
|
7.6K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.19K- 2.71% |
$159K - $201K
|
42.8K
$6.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.2K- 3.18% |
$160K - $202K
|
36.4K
$5.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.2K- 3.68% |
$160K - $202K
|
31.3K
$4.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 1.18% |
$160K - $202K
|
100K
$15.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.2K- 2.11% |
$160K - $202K
|
55.7K
$8.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 17.39% |
$160K - $202K
|
5.7K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.2K- 7.47% |
$161K - $202K
|
14.9K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.2K- 38.8% |
$161K - $203K
|
1.9K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.22K- 2.54% |
$162K - $205K
|
46.7K
$7.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 3.29% |
$163K - $205K
|
35.8K
$5.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.22K- 3.59% |
$164K - $206K
|
32.8K
$5.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 2.0% |
$164K - $206K
|
59.9K
$9.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.23K- 1.47% |
$164K - $206K
|
81.9K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.23K- 38.74% |
$164K - $207K
|
1.95K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.23K- 1.99% |
$165K - $208K
|
60.7K
$9.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.24K- 34.52% |
$165K - $208K
|
2.34K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.24K- 8.03% |
$166K - $209K
|
14.2K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.24K- 16.06% |
$166K - $209K
|
6.49K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 22.8% |
$166K - $209K
|
4.21K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.24K- 3.09% |
$166K - $209K
|
39K
$6.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.25K- 0.72% |
$167K - $210K
|
172K
$26.6M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 5.85% |
$167K - $211K
|
20.1K
$3.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.26K- 0.6% |
$169K - $213K
|
208K
$32.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.27K- 8.32% |
$170K - $214K
|
14K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 3.1% |
$170K - $214K
|
39.8K
$6.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.28K- 2.63% |
$171K - $216K
|
47.3K
$7.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 11.54% |
$172K - $216K
|
9.85K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.29K- 5.86% |
$172K - $217K
|
20.7K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.29K- 4.94% |
$173K - $218K
|
24.9K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.62% |
$173K - $218K
|
48.1K
$7.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 2.2% |
$173K - $218K
|
57.7K
$8.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.31K- 10.71% |
$175K - $221K
|
10.9K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.31K- 6.14% |
$175K - $221K
|
20K
$3.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.33K- 3.14% |
$178K - $224K
|
41K
$6.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.33K- 22.43% |
$178K - $224K
|
4.61K
$711K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.33K- 10.37% |
$178K - $225K
|
11.5K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.34K- 29.14% |
$179K - $225K
|
3.25K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.34K- 2.53% |
$180K - $226K
|
51.8K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.35K- 1.19% |
$180K - $227K
|
112K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.35K- 12.25% |
$180K - $227K
|
9.66K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.36K- 3.7% |
$182K - $229K
|
35.3K
$5.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.37K- 12.89% |
$183K - $231K
|
9.28K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.38K- 5.49% |
$184K - $232K
|
23.7K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.39K- 16.81% |
$185K - $233K
|
6.86K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 31.78% |
$186K - $235K
|
2.99K
$462K
|