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 11, 2025
Q2 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-2.19K- 38.22% |
$293K - $370K
|
3.55K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-2.2K- 21.36% |
$294K - $371K
|
8.1K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 4.49% |
$298K - $375K
|
47.4K
$7.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-2.24K- 12.47% |
$300K - $377K
|
15.7K
$2.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.24K- 5.61% |
$300K - $378K
|
37.7K
$5.82M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.25K- 5.46% |
$300K - $378K
|
38.8K
$6M
|
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.25K- 1.46% |
$301K - $379K
|
152K
$23.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.25K- 1.12% |
$301K - $379K
|
198K
$30.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.26K- 12.48% |
$303K - $382K
|
15.9K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 21.13% |
$303K - $382K
|
8.46K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.27K- 1.15% |
$303K - $382K
|
195K
$30.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.28K- 8.78% |
$305K - $384K
|
23.7K
$3.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.31K- 5.53% |
$309K - $389K
|
39.4K
$6.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-2.34K- 65.9% |
$313K - $395K
|
1.21K
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-2.35K- 8.0% |
$314K - $395K
|
27K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.38K- 24.73% |
$318K - $401K
|
7.23K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.39K- 28.25% |
$320K - $403K
|
6.07K
$938K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.39K- 1.37% |
$320K - $403K
|
173K
$26.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.39K- 11.74% |
$320K - $403K
|
18K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 23.92% |
$321K - $404K
|
7.63K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.41K- 4.79% |
$322K - $405K
|
47.8K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 30.46% |
$323K - $407K
|
5.51K
$851K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.43K- 2.35% |
$325K - $409K
|
101K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-2.43K- 3.53% |
$325K - $410K
|
66.5K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.44K- 25.52% |
$326K - $410K
|
7.11K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.45K- 8.38% |
$327K - $413K
|
26.8K
$4.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 13.07% |
$329K - $414K
|
16.3K
$2.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.47K- 38.08% |
$330K - $416K
|
4.02K
$620K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.49K- 39.25% |
$333K - $419K
|
3.85K
$595K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 1.12% |
$338K - $426K
|
222K
$34.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 16.15% |
$348K - $438K
|
13.5K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 7.19% |
$352K - $443K
|
34K
$5.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.64K- 1.95% |
$353K - $445K
|
133K
$20.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 4.03% |
$356K - $448K
|
63.4K
$9.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.68K- 6.99% |
$359K - $452K
|
35.7K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.69K- 9.97% |
$359K - $453K
|
24.3K
$3.75M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.71K- 21.68% |
$362K - $456K
|
9.78K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.72K- 3.77% |
$364K - $459K
|
69.5K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 10.5% |
$365K - $459K
|
23.2K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.73KClosed |
$365K - $459K
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.74K- 9.92% |
$367K - $462K
|
24.9K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 28.44% |
$367K - $462K
|
6.9K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.75K- 0.61% |
$367K - $463K
|
450K
$69.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.76K- 28.8% |
$369K - $464K
|
6.82K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.76K- 52.31% |
$370K - $466K
|
2.52K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.78K- 7.15% |
$372K - $468K
|
36.1K
$5.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.8K- 31.26% |
$374K - $471K
|
6.15K
$949K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.8K- 1.25% |
$375K - $472K
|
221K
$34.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-2.81K- 25.09% |
$376K - $473K
|
8.39K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.82K- 5.46% |
$376K - $474K
|
48.8K
$7.53M
|