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 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.06K- 4.7% |
$142K - $179K
|
21.5K
$3.31M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.07K- 33.72% |
$143K - $180K
|
2.1K
$323K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.08K- 4.97% |
$144K - $181K
|
20.6K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.08K- 1.77% |
$144K - $181K
|
59.6K
$9.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-1.09K- 11.99% |
$145K - $183K
|
7.99K
$1.23M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-1.09K- 0.82% |
$146K - $184K
|
132K
$20.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 1.95% |
$146K - $184K
|
54.9K
$8.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 29.58% |
$146K - $184K
|
2.6K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.1K- 22.41% |
$146K - $185K
|
3.79K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.1K- 14.22% |
$147K - $185K
|
6.61K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-1.11K- 30.61% |
$148K - $187K
|
2.52K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.11K- 21.6% |
$149K - $187K
|
4.04K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.11K- 12.92% |
$149K - $187K
|
7.49K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.11K- 4.9% |
$149K - $188K
|
21.6K
$3.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-1.12K- 4.8% |
$149K - $188K
|
22.1K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.12K- 13.76% |
$149K - $188K
|
7K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-1.12K- 34.09% |
$150K - $189K
|
2.17K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.14K- 3.29% |
$153K - $192K
|
33.6K
$5.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.15K- 0.96% |
$153K - $193K
|
119K
$18.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.15K- 7.02% |
$154K - $194K
|
15.2K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.16K- 4.81% |
$155K - $195K
|
22.9K
$3.52M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.16K- 33.52% |
$155K - $195K
|
2.3K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.17K- 5.27% |
$157K - $197K
|
21.1K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.17K- 17.91% |
$157K - $198K
|
5.38K
$828K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.18K- 15.66% |
$157K - $198K
|
6.33K
$973K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.18K- 5.16% |
$157K - $198K
|
21.6K
$3.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.18K- 0.93% |
$158K - $199K
|
126K
$19.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.19K- 31.8% |
$159K - $200K
|
2.54K
$391K
|
|
|
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
$6.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.2K- 3.18% |
$160K - $202K
|
36.4K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.2K- 3.68% |
$160K - $202K
|
31.3K
$4.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 1.18% |
$160K - $202K
|
100K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.2K- 2.11% |
$160K - $202K
|
55.7K
$8.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-1.2K- 17.39% |
$160K - $202K
|
5.7K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.2K- 7.47% |
$161K - $202K
|
14.9K
$2.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.2K- 38.8% |
$161K - $203K
|
1.9K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.22K- 2.54% |
$162K - $205K
|
46.7K
$7.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 3.29% |
$163K - $205K
|
35.8K
$5.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.22K- 3.59% |
$164K - $206K
|
32.8K
$5.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 2.0% |
$164K - $206K
|
59.9K
$9.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.23K- 1.47% |
$164K - $206K
|
81.9K
$12.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.23K- 13.97% |
$164K - $207K
|
7.55K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.23K- 38.74% |
$164K - $207K
|
1.95K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.23K- 1.99% |
$165K - $208K
|
60.7K
$9.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.24K- 34.52% |
$165K - $208K
|
2.34K
$360K
|
|
|
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
$999K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 22.8% |
$166K - $209K
|
4.21K
$647K
|