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 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-2.44K- 25.52% |
$326K - $410K
|
7.11K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.45K- 8.38% |
$327K - $413K
|
26.8K
$4.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.46K- 13.07% |
$329K - $414K
|
16.3K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-2.47K- 38.08% |
$330K - $416K
|
4.02K
$618K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.49K- 39.25% |
$333K - $419K
|
3.85K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 1.12% |
$338K - $426K
|
222K
$34.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.6K- 16.15% |
$348K - $438K
|
13.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.63K- 7.19% |
$352K - $443K
|
34K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.64K- 1.95% |
$353K - $445K
|
133K
$20.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.66K- 4.03% |
$356K - $448K
|
63.4K
$9.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.68K- 6.99% |
$359K - $452K
|
35.7K
$5.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.69K- 9.97% |
$359K - $453K
|
24.3K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.71K- 21.68% |
$362K - $456K
|
9.78K
$1.5M
|
|
|
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
$3.57M
|
|
|
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
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 28.44% |
$367K - $462K
|
6.9K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.75K- 0.61% |
$367K - $463K
|
450K
$69.3M
|
|
|
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
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.78K- 7.15% |
$372K - $468K
|
36.1K
$5.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.8K- 31.26% |
$374K - $471K
|
6.15K
$945K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.8K- 1.25% |
$375K - $472K
|
221K
$34M
|
|
|
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
$7.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.82K- 16.9% |
$377K - $475K
|
13.9K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.88K- 34.65% |
$385K - $485K
|
5.43K
$835K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.89K- 8.78% |
$387K - $487K
|
30K
$4.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.92K- 19.43% |
$390K - $492K
|
12.1K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.93K- 1.51% |
$392K - $494K
|
191K
$29.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.94K- 18.36% |
$393K - $495K
|
13.1K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.94K- 10.85% |
$393K - $496K
|
24.2K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.95K- 56.96% |
$394K - $496K
|
2.23K
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-3K- 6.49% |
$401K - $505K
|
43.2K
$6.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 30.0% |
$401K - $506K
|
7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3K- 10.39% |
$402K - $506K
|
25.9K
$3.98M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 38.62% |
$411K - $518K
|
4.89K
$752K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.09K- 31.89% |
$413K - $520K
|
6.6K
$1.01M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.09K- 6.48% |
$413K - $520K
|
44.5K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-3.1K- 2.54% |
$414K - $522K
|
119K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.12K- 4.97% |
$417K - $526K
|
59.7K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.16K- 1.25% |
$423K - $533K
|
251K
$38.6M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-3.18K- 6.94% |
$425K - $535K
|
42.6K
$6.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.19K- 1.12% |
$426K - $537K
|
282K
$43.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-3.28K- 73.9% |
$439K - $553K
|
1.16K
$178K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.32K- 39.34% |
$444K - $560K
|
5.12K
$788K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.33K- 1.05% |
$445K - $561K
|
313K
$48.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.34K- 58.27% |
$446K - $562K
|
2.39K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.35K- 1.2% |
$448K - $565K
|
275K
$42.3M
|