Purchases and Sales Made in Q1 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.03KNew |
$445K - $509K
|
3.03K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3K+ 0.62% |
$440K - $504K
|
486K
$75.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.99K+ 6.17% |
$438K - $501K
|
51.4K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.96K+ 30.59% |
$435K - $498K
|
12.7K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.96K+ 2.28% |
$434K - $497K
|
133K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.94KNew |
$431K - $494K
|
2.94K
$454K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.91K+ 2.86% |
$428K - $489K
|
105K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.91K+ 8.5% |
$426K - $488K
|
37.1K
$5.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.9K+ 131.42% |
$426K - $488K
|
5.11K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.9KNew |
$425K - $487K
|
2.9K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 5.92% |
$425K - $487K
|
51.9K
$8.01M
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$447K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.88K+ 10.46% |
$423K - $484K
|
30.5K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.88K+ 2.91% |
$422K - $483K
|
102K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.86K+ 2.26% |
$419K - $480K
|
129K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.85K+ 1.85% |
$419K - $479K
|
157K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.84K+ 62.99% |
$417K - $477K
|
7.35K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.83K+ 17.62% |
$415K - $476K
|
18.9K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.79K+ 0.42% |
$410K - $469K
|
666K
$103M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79KNew |
$409K - $469K
|
2.79K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.79K+ 3.39% |
$409K - $468K
|
85K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 53.65% |
$406K - $465K
|
7.92K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.77K+ 0.75% |
$406K - $465K
|
372K
$57.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
2.74K+ 9.87% |
$402K - $461K
|
30.5K
$4.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.74KNew |
$402K - $461K
|
2.74K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.73K+ 13.86% |
$400K - $458K
|
22.4K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.72K+ 1.94% |
$399K - $457K
|
143K
$22M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.71K+ 20.94% |
$398K - $455K
|
15.6K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.71K+ 41.47% |
$397K - $455K
|
9.24K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.7K+ 12.55% |
$396K - $454K
|
24.2K
$3.74M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.69K+ 97.57% |
$395K - $452K
|
5.45K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$394K - $451K
|
2.68K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 2.31% |
$392K - $448K
|
118K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.66KNew |
$390K - $446K
|
2.66K
$411K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 10.74% |
$390K - $446K
|
27.4K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.65K+ 7.72% |
$389K - $446K
|
37K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.64K+ 4.16% |
$387K - $443K
|
66K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.61K+ 4.2% |
$383K - $438K
|
64.7K
$9.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.6K+ 46.19% |
$381K - $437K
|
8.23K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2.6KNew |
$381K - $437K
|
2.6K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.58KNew |
$378K - $433K
|
2.58K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.58K+ 44.92% |
$378K - $433K
|
8.32K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.57K+ 13.33% |
$377K - $432K
|
21.9K
$3.38M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.57K+ 27.47% |
$377K - $432K
|
11.9K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 110.12% |
$377K - $431K
|
4.9K
$756K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.56KNew |
$375K - $430K
|
2.56K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.56K+ 4.2% |
$375K - $429K
|
63.5K
$9.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.55KNew |
$374K - $429K
|
2.55K
$394K
|