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 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.1% |
$305K - $349K
|
42.9K
$6.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.08K+ 10.98% |
$305K - $349K
|
21K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
2.08KNew |
$305K - $349K
|
2.08K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.07K+ 81.48% |
$304K - $348K
|
4.62K
$713K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07K+ 34.14% |
$304K - $348K
|
8.14K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.04K+ 5.26% |
$300K - $343K
|
40.9K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.04K+ 2.13% |
$299K - $342K
|
97.8K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.03K+ 58.38% |
$298K - $341K
|
5.51K
$851K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.02KNew |
$296K - $339K
|
2.02K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 24.83% |
$293K - $336K
|
10.1K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2K+ 8.53% |
$293K - $335K
|
25.4K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.98K+ 22.34% |
$291K - $333K
|
10.9K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.98KNew |
$290K - $333K
|
1.98K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.97K+ 126.05% |
$290K - $332K
|
3.54K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.97K+ 10.88% |
$289K - $331K
|
20.1K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 30.03% |
$289K - $331K
|
8.52K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.94K+ 5.05% |
$285K - $326K
|
40.3K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$284K - $326K
|
1.94K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.92K+ 18.97% |
$281K - $322K
|
12K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.91K+ 4.39% |
$280K - $320K
|
45.3K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.89K+ 5.04% |
$278K - $318K
|
39.4K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.88K+ 1.98% |
$276K - $316K
|
97.1K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$276K - $315K
|
1.88K
$290K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.88K+ 3.8% |
$275K - $315K
|
51.2K
$7.91M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.88K+ 6.92% |
$275K - $315K
|
29K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 4.72% |
$275K - $315K
|
41.6K
$6.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.88K+ 1.49% |
$275K - $315K
|
128K
$19.7M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.87K+ 1.98% |
$274K - $313K
|
96.3K
$14.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.86K+ 1.52% |
$273K - $313K
|
125K
$19.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.86K+ 21.57% |
$273K - $312K
|
10.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.86K+ 14.31% |
$273K - $312K
|
14.8K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.85KNew |
$272K - $311K
|
1.85K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.83KNew |
$268K - $307K
|
1.83K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.83K+ 23.01% |
$268K - $307K
|
9.77K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.83K+ 15233.33% |
$268K - $307K
|
1.84K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.83KNew |
$268K - $307K
|
1.83K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.83K+ 4.75% |
$268K - $307K
|
40.2K
$6.21M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.82K+ 4.81% |
$267K - $306K
|
39.7K
$6.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.82KNew |
$267K - $306K
|
1.82K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.81KNew |
$266K - $305K
|
1.81K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$266K - $304K
|
1.81K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.81KNew |
$265K - $304K
|
1.81K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$265K - $304K
|
1.81K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.8K+ 0.44% |
$264K - $303K
|
415K
$64M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.8K+ 7.15% |
$264K - $302K
|
26.9K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.79K+ 14.57% |
$262K - $300K
|
14K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$262K - $299K
|
1.78K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$261K - $299K
|
1.78K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$274K
|