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 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.24K- 3.09% |
$166K - $209K
|
39K
$5.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.25K- 0.72% |
$167K - $210K
|
172K
$26.5M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.25K- 5.85% |
$167K - $211K
|
20.1K
$3.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.26K- 0.6% |
$169K - $213K
|
208K
$32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.27K- 8.32% |
$170K - $214K
|
14K
$2.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 3.1% |
$170K - $214K
|
39.8K
$6.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.28K- 2.63% |
$171K - $216K
|
47.3K
$7.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.28K- 11.54% |
$172K - $216K
|
9.85K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.29K- 5.86% |
$172K - $217K
|
20.7K
$3.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.29K- 4.94% |
$173K - $218K
|
24.9K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.62% |
$173K - $218K
|
48.1K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 2.2% |
$173K - $218K
|
57.7K
$8.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.31K- 10.71% |
$175K - $221K
|
10.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.31K- 6.14% |
$175K - $221K
|
20K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.33K- 3.14% |
$178K - $224K
|
41K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.33K- 22.43% |
$178K - $224K
|
4.61K
$708K
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.33K- 10.37% |
$178K - $225K
|
11.5K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.34K- 29.14% |
$179K - $225K
|
3.25K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.34K- 2.53% |
$180K - $226K
|
51.8K
$7.97M
|
|
|
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
$5.43M
|
|
|
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
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.39K- 16.81% |
$185K - $233K
|
6.86K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.39K- 31.78% |
$186K - $235K
|
2.99K
$460K
|
|
|
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
$6.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.42K- 8.63% |
$190K - $239K
|
15K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.43K- 6.23% |
$191K - $240K
|
21.5K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.43K- 35.06% |
$191K - $241K
|
2.65K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 29.56% |
$192K - $241K
|
3.42K
$525K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.44K- 3.69% |
$193K - $243K
|
37.6K
$5.79M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 12.89% |
$197K - $248K
|
9.94K
$1.53M
|
|
|
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
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-1.51K- 3.66% |
$202K - $254K
|
39.7K
$6.1M
|
|
|
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
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.53K- 8.9% |
$205K - $258K
|
15.7K
$2.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.53K- 2.66% |
$205K - $258K
|
56K
$8.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.53K- 21.42% |
$205K - $258K
|
5.62K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.54K- 41.03% |
$206K - $259K
|
2.21K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.55K- 36.68% |
$207K - $261K
|
2.67K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-1.55K- 24.28% |
$207K - $261K
|
4.83K
$742K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.56K- 8.69% |
$208K - $262K
|
16.3K
$2.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.56K- 3.04% |
$208K - $262K
|
49.7K
$7.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.57K- 41.9% |
$210K - $265K
|
2.18K
$335K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.58K- 8.1% |
$211K - $266K
|
17.9K
$2.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.59K- 2.95% |
$213K - $268K
|
52.4K
$8.05M
|