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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.64K+ 17.27% |
$888K - $1.12M
|
45.1K
$6.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.57K+ 34.87% |
$878K - $1.11M
|
25.4K
$3.91M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
6.55K+ 99.65% |
$876K - $1.1M
|
13.1K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
6.5K+ 27.03% |
$869K - $1.09M
|
30.5K
$4.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.47K+ 34.07% |
$866K - $1.09M
|
25.5K
$3.92M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.47K+ 43.23% |
$865K - $1.09M
|
21.4K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6.42K+ 16.19% |
$859K - $1.08M
|
46.1K
$7.09M
|
|
|
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
$5.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.38K+ 12.34% |
$854K - $1.08M
|
58.1K
$8.94M
|
|
|
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
$10.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
6.13K+ 4.84% |
$820K - $1.03M
|
133K
$20.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.06K+ 7.33% |
$810K - $1.02M
|
88.8K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.01K+ 5.08% |
$803K - $1.01M
|
124K
$19.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.99K+ 21.16% |
$801K - $1.01M
|
34.3K
$5.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
5.89KNew |
$788K - $992K
|
5.89K
$906K
|
|
|
Aug 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
5.85K+ 6.84% |
$782K - $986K
|
91.4K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.83K+ 5.13% |
$780K - $982K
|
119K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.8K+ 4.57% |
$775K - $977K
|
133K
$20.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
5.8K+ 15.09% |
$775K - $977K
|
44.2K
$6.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.8K+ 106.11% |
$775K - $977K
|
11.3K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.75K+ 3.55% |
$769K - $969K
|
168K
$25.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.74K+ 1.19% |
$768K - $968K
|
487K
$74.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.71K+ 1.48% |
$763K - $961K
|
392K
$60.2M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
5.7K+ 56.46% |
$762K - $961K
|
15.8K
$2.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.68K+ 35.86% |
$760K - $957K
|
21.5K
$3.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.64K+ 253.44% |
$754K - $950K
|
7.86K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5.59K+ 141.52% |
$748K - $942K
|
9.55K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
5.53K+ 19.86% |
$739K - $932K
|
33.4K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.52K+ 0.88% |
$739K - $931K
|
631K
$97M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.5K+ 24.42% |
$735K - $927K
|
28K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
5.49KNew |
$735K - $926K
|
5.49K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.46KNew |
$730K - $920K
|
5.46K
$840K
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.45K+ 41.85% |
$729K - $918K
|
18.5K
$2.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.44K+ 3.81% |
$727K - $917K
|
148K
$22.8M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
5.43KNew |
$726K - $915K
|
5.43K
$835K
|
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
5.36K+ 12.29% |
$716K - $902K
|
48.9K
$7.52M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.3K+ 37.53% |
$709K - $893K
|
19.4K
$2.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.28K+ 3.81% |
$706K - $889K
|
144K
$22.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
5.27K+ 3.29% |
$705K - $889K
|
166K
$25.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.27K+ 263.3% |
$704K - $887K
|
7.27K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.26K+ 215.02% |
$703K - $886K
|
7.7K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.24K+ 7.63% |
$700K - $883K
|
73.9K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
5.16K+ 1140.71% |
$690K - $869K
|
5.61K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
5.15K+ 20.7% |
$689K - $869K
|
30K
$4.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.15K+ 2.03% |
$688K - $867K
|
259K
$39.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.14K+ 39.34% |
$687K - $866K
|
18.2K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.04K+ 23.48% |
$674K - $849K
|
26.5K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.04K+ 12.78% |
$674K - $849K
|
44.5K
$6.84M
|