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
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.07K+ 3.62% |
$544K - $686K
|
117K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.07K+ 28.11% |
$544K - $685K
|
18.5K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.03K+ 8.07% |
$539K - $679K
|
54K
$8.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.03K+ 3.84% |
$539K - $679K
|
109K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$537K - $676K
|
60.6K
$9.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4K+ 24.6% |
$535K - $674K
|
20.3K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4K+ 29.36% |
$535K - $674K
|
17.6K
$2.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4K+ 2.49% |
$535K - $674K
|
165K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.96K+ 14.87% |
$529K - $667K
|
30.6K
$4.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.95K+ 28.18% |
$529K - $666K
|
18K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.95K+ 8.5% |
$528K - $666K
|
50.4K
$7.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.94K+ 7.12% |
$526K - $663K
|
59.2K
$9.11M
|
|
|
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
$6.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.89K+ 17.02% |
$520K - $655K
|
26.7K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.88K+ 1.58% |
$519K - $654K
|
250K
$38.5M
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
3.81KNew |
$510K - $643K
|
3.81K
$586K
|
|
|
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
$37.5M
|
|
|
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
$14M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.63K+ 17.03% |
$485K - $611K
|
24.9K
$3.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 2.69% |
$483K - $608K
|
138K
$21.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.57K+ 9.17% |
$477K - $601K
|
42.4K
$6.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.55KNew |
$475K - $598K
|
3.55K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
3.55K+ 3.26% |
$475K - $598K
|
112K
$17.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3.54K+ 26.92% |
$474K - $597K
|
16.7K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.51K+ 186.95% |
$470K - $592K
|
5.39K
$829K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.5K+ 5.93% |
$469K - $590K
|
62.6K
$9.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
3.5K+ 1.55% |
$468K - $590K
|
230K
$35.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.5K+ 18.39% |
$468K - $590K
|
22.5K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.5K+ 23.41% |
$468K - $590K
|
18.5K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3.5K+ 250.0% |
$468K - $590K
|
4.9K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.49K+ 2.37% |
$467K - $588K
|
151K
$23.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.45K+ 132.69% |
$461K - $581K
|
6.05K
$930K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.45K+ 12.13% |
$461K - $581K
|
31.9K
$4.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.44K+ 11.33% |
$460K - $580K
|
33.8K
$5.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.43K+ 3.24% |
$459K - $578K
|
109K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
3.4K+ 2.59% |
$454K - $572K
|
134K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.35K+ 13.03% |
$448K - $565K
|
29.1K
$4.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.32K+ 40.82% |
$444K - $559K
|
11.5K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
3.31K+ 21.85% |
$443K - $558K
|
18.5K
$2.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
3.3K+ 8.25% |
$442K - $557K
|
43.3K
$6.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Oakland Financial Corp
Sterling Heights, MI |
BUY
|
- |
3.3KNew |
$441K - $556K
|
3.3K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.29K+ 1.57% |
$440K - $554K
|
213K
$32.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.28K+ 21.22% |
$438K - $552K
|
18.7K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 7.85% |
$437K - $551K
|
44.9K
$6.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3.22K+ 23.02% |
$430K - $542K
|
17.2K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.21K+ 12.1% |
$429K - $541K
|
29.7K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 6.45% |
$428K - $539K
|
52.8K
$8.12M
|