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
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.41K- 17.13% |
$189K - $238K
|
6.82K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.41K- 3.38% |
$189K - $238K
|
40.3K
$6.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.42K- 8.63% |
$190K - $239K
|
15K
$2.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.43K- 6.23% |
$191K - $240K
|
21.5K
$3.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.43K- 35.06% |
$191K - $241K
|
2.65K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 29.56% |
$192K - $241K
|
3.42K
$527K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.44K- 3.69% |
$193K - $243K
|
37.6K
$5.81M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 12.89% |
$197K - $248K
|
9.94K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 11.9% |
$201K - $253K
|
11.1K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.51K- 8.07% |
$201K - $254K
|
17.2K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.51K- 3.66% |
$202K - $254K
|
39.7K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.52K- 1.64% |
$203K - $256K
|
90.8K
$14M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.53K- 10.87% |
$204K - $257K
|
12.5K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.53K- 8.9% |
$205K - $258K
|
15.7K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.53K- 2.66% |
$205K - $258K
|
56K
$8.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.53K- 21.42% |
$205K - $258K
|
5.62K
$867K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.54K- 41.03% |
$206K - $259K
|
2.21K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.55K- 36.68% |
$207K - $261K
|
2.67K
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.55K- 24.28% |
$207K - $261K
|
4.83K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 8.69% |
$208K - $262K
|
16.3K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.56K- 3.04% |
$208K - $262K
|
49.7K
$7.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.57K- 41.9% |
$210K - $265K
|
2.18K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.58K- 8.1% |
$211K - $266K
|
17.9K
$2.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.59K- 2.95% |
$213K - $268K
|
52.4K
$8.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.59K- 2.95% |
$213K - $268K
|
52.3K
$8.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.6K- 17.99% |
$214K - $270K
|
7.29K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.61K- 1.7% |
$216K - $272K
|
93.2K
$14.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.61K- 1.85% |
$216K - $272K
|
85.6K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.62K- 2.09% |
$216K - $272K
|
75.7K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.63K- 7.28% |
$218K - $275K
|
20.8K
$3.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.64K- 0.53% |
$219K - $276K
|
309K
$47.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.64K- 27.07% |
$219K - $276K
|
4.41K
$681K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-1.64K- 19.62% |
$220K - $277K
|
6.73K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.64K- 40.59% |
$220K - $277K
|
2.41K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.65K- 3.84% |
$220K - $277K
|
41.2K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.65K- 0.61% |
$221K - $279K
|
269K
$41.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.68K- 3.62% |
$224K - $283K
|
44.7K
$6.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.68K- 0.32% |
$225K - $283K
|
517K
$79.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.7K- 48.34% |
$228K - $287K
|
1.82K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.72K- 2.66% |
$230K - $290K
|
63K
$9.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.72K- 11.14% |
$231K - $291K
|
13.7K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.74K- 29.36% |
$233K - $293K
|
4.19K
$646K
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
SELL
|
- |
-1.76K- 3.66% |
$235K - $296K
|
46.3K
$7.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.76K- 11.78% |
$235K - $296K
|
13.2K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.77K- 54.38% |
$237K - $298K
|
1.49K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.78K- 28.93% |
$238K - $299K
|
4.36K
$674K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.78K- 4.9% |
$239K - $301K
|
34.6K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-1.8K- 1.76% |
$241K - $303K
|
100K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.8K- 7.02% |
$241K - $304K
|
23.9K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.81K- 9.45% |
$242K - $305K
|
17.4K
$2.68M
|