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
|
Chiron Capital Management, LLC
|
BUY
|
- |
8.85KNew |
$1.18M - $1.49M
|
8.85K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.83K+ 10.64% |
$1.18M - $1.49M
|
91.8K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.82K+ 1.08% |
$1.18M - $1.49M
|
823K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
8.81K+ 3.67% |
$1.18M - $1.48M
|
249K
$38.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
8.8KNew |
$1.18M - $1.48M
|
8.8K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8.67K+ 14.67% |
$1.16M - $1.46M
|
67.7K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.52KNew |
$1.14M - $1.44M
|
8.52K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
8.41KNew |
$1.12M - $1.42M
|
8.41K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.39KNew |
$1.12M - $1.41M
|
8.39K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 12.7% |
$1.11M - $1.39M
|
73.4K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
8.26K+ 12.74% |
$1.11M - $1.39M
|
73.1K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.23K+ 44.78% |
$1.1M - $1.39M
|
26.6K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.18K+ 32.2% |
$1.09M - $1.38M
|
33.6K
$5.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
8.11KNew |
$1.08M - $1.37M
|
8.11K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.07K+ 2.43% |
$1.08M - $1.36M
|
341K
$52.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.96K+ 571.55% |
$1.06M - $1.34M
|
9.35K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
7.9K+ 11.38% |
$1.06M - $1.33M
|
77.3K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
7.9K+ 18.03% |
$1.06M - $1.33M
|
51.7K
$7.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.87K+ 7.87% |
$1.05M - $1.33M
|
108K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.82K+ 8.35% |
$1.05M - $1.32M
|
101K
$15.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.76KNew |
$1.04M - $1.31M
|
7.76K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
7.75K+ 313.18% |
$1.04M - $1.31M
|
10.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.69K+ 572.52% |
$1.03M - $1.3M
|
9.03K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
7.53K+ 11.1% |
$1.01M - $1.27M
|
75.4K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.48K+ 4.59% |
$1M - $1.26M
|
170K
$26.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.46K+ 6.56% |
$998K - $1.26M
|
121K
$18.7M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
7.34K+ 24.0% |
$982K - $1.24M
|
37.9K
$5.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.26KNew |
$971K - $1.22M
|
7.26K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.25K+ 1.83% |
$970K - $1.22M
|
403K
$62.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7.2K+ 133.11% |
$962K - $1.21M
|
12.6K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.19K+ 4.67% |
$961K - $1.21M
|
161K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
7.13K+ 63.36% |
$953K - $1.2M
|
18.4K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7.09K+ 0.9% |
$948K - $1.19M
|
797K
$123M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
7.08K+ 231.24% |
$947K - $1.19M
|
10.1K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.97KNew |
$932K - $1.17M
|
6.97K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6.95K+ 10.78% |
$930K - $1.17M
|
71.5K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.82K+ 11.01% |
$912K - $1.15M
|
68.8K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.77K+ 11.39% |
$905K - $1.14M
|
66.2K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.64K+ 17.27% |
$888K - $1.12M
|
45.1K
$6.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.57K+ 34.87% |
$878K - $1.11M
|
25.4K
$3.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
6.5K+ 27.03% |
$869K - $1.09M
|
30.5K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.47K+ 34.07% |
$866K - $1.09M
|
25.5K
$3.93M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.47K+ 43.23% |
$865K - $1.09M
|
21.4K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.42K+ 16.19% |
$859K - $1.08M
|
46.1K
$7.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.42K+ 7.77% |
$858K - $1.08M
|
89K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
6.41K+ 21.67% |
$857K - $1.08M
|
36K
$5.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.38K+ 12.34% |
$854K - $1.08M
|
58.1K
$8.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.35K+ 95.61% |
$849K - $1.07M
|
13K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.34K+ 10.65% |
$848K - $1.07M
|
65.9K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
6.13K+ 4.84% |
$820K - $1.03M
|
133K
$20.5M
|