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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.56K+ 6.06% |
$609K - $768K
|
79.7K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.54K+ 6.2% |
$608K - $766K
|
77.9K
$12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.49K+ 10.88% |
$601K - $757K
|
45.8K
$7.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.47K+ 0.46% |
$597K - $753K
|
968K
$149M
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
4.45K+ 9.64% |
$595K - $750K
|
50.6K
$7.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.43K+ 5.53% |
$593K - $747K
|
84.5K
$13.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.41KNew |
$589K - $743K
|
4.41K
$681K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$585K - $738K
|
4.38K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.37KNew |
$585K - $737K
|
4.37K
$676K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 4.84% |
$585K - $737K
|
94.7K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.37K+ 12.22% |
$584K - $736K
|
40.1K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.35K+ 6.03% |
$582K - $734K
|
76.5K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.31K+ 246.94% |
$577K - $727K
|
6.06K
$936K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.3K+ 71.06% |
$575K - $724K
|
10.3K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.28K+ 3.32% |
$572K - $721K
|
133K
$20.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.23K+ 20.59% |
$566K - $713K
|
24.8K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
4.23KNew |
$566K - $713K
|
4.23K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.22K+ 13.87% |
$564K - $711K
|
34.6K
$5.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.21K+ 9.04% |
$564K - $710K
|
50.8K
$7.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.2K+ 40.12% |
$562K - $708K
|
14.7K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4.19K+ 5.09% |
$560K - $706K
|
86.4K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.17K+ 12.75% |
$557K - $702K
|
36.8K
$5.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 10.78% |
$557K - $702K
|
42.8K
$6.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.15K+ 3.16% |
$555K - $700K
|
135K
$20.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.14K+ 14.71% |
$554K - $698K
|
32.3K
$4.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
4.13K+ 39.96% |
$553K - $696K
|
14.5K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.13K+ 307.14% |
$552K - $696K
|
5.47K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.1K+ 252.87% |
$548K - $691K
|
5.72K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.08K+ 5.61% |
$546K - $688K
|
76.8K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
4.08K+ 18.58% |
$546K - $688K
|
26K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.07K+ 3.62% |
$544K - $686K
|
117K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.07K+ 28.11% |
$544K - $685K
|
18.5K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.03K+ 8.07% |
$539K - $679K
|
54K
$8.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.03K+ 3.84% |
$539K - $679K
|
109K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$537K - $676K
|
60.6K
$9.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4K+ 24.6% |
$535K - $674K
|
20.3K
$3.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 29.36% |
$535K - $674K
|
17.6K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4K+ 2.49% |
$535K - $674K
|
165K
$25.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.96K+ 14.87% |
$529K - $667K
|
30.6K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.95K+ 28.18% |
$529K - $666K
|
18K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 8.5% |
$528K - $666K
|
50.4K
$7.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.94K+ 7.12% |
$526K - $663K
|
59.2K
$9.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.93K+ 6.07% |
$525K - $662K
|
68.7K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.92K+ 10.17% |
$524K - $660K
|
42.4K
$6.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.89K+ 17.02% |
$520K - $655K
|
26.7K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 1.58% |
$519K - $654K
|
250K
$38.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
3.8K+ 3.25% |
$508K - $640K
|
121K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.77K+ 1.57% |
$505K - $636K
|
244K
$37.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 4.7% |
$499K - $629K
|
83.1K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.69K+ 4.22% |
$493K - $621K
|
91.1K
$14.1M
|