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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.76K+ 9.78% |
$258K - $295K
|
19.7K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.76K+ 0.31% |
$257K - $295K
|
569K
$87.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.75K+ 28.54% |
$257K - $295K
|
7.9K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.75K+ 7.62% |
$257K - $294K
|
24.7K
$3.82M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.75KNew |
$257K - $294K
|
1.75K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.75K+ 0.6% |
$256K - $293K
|
295K
$45.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74K+ 1.58% |
$256K - $293K
|
112K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.74K+ 5.49% |
$256K - $293K
|
33.5K
$5.17M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.74KNew |
$255K - $292K
|
1.74K
$269K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 20.91% |
$255K - $291K
|
10K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.72K+ 3.83% |
$252K - $289K
|
46.6K
$7.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.7K+ 51.66% |
$250K - $286K
|
4.99K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.7K+ 9.15% |
$249K - $285K
|
20.2K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.69K+ 18.73% |
$248K - $284K
|
10.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.69K+ 16.79% |
$247K - $283K
|
11.7K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.68K+ 7.6% |
$246K - $282K
|
23.8K
$3.67M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.68K+ 4.49% |
$246K - $282K
|
39.1K
$6.04M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.68KNew |
$246K - $282K
|
1.68K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.66K+ 12.05% |
$244K - $280K
|
15.5K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.65KNew |
$242K - $277K
|
1.65K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.64K+ 6.17% |
$241K - $276K
|
28.3K
$4.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.64K+ 2.55% |
$241K - $276K
|
66K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.63KNew |
$238K - $273K
|
1.63K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
1.63K+ 16.28% |
$238K - $273K
|
11.6K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.62K+ 11.55% |
$238K - $272K
|
15.6K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.62K+ 8.2% |
$237K - $272K
|
21.3K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.61KNew |
$236K - $271K
|
1.61K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.61K+ 13.23% |
$236K - $271K
|
13.8K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.61KNew |
$236K - $270K
|
1.61K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.61K+ 5.42% |
$235K - $270K
|
31.2K
$4.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 4.68% |
$235K - $269K
|
35.8K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.6K+ 2.46% |
$234K - $268K
|
66.4K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.59K+ 26.41% |
$234K - $267K
|
7.62K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.58KNew |
$232K - $265K
|
1.58K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.58KNew |
$231K - $265K
|
1.58K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 72.12% |
$231K - $264K
|
3.75K
$580K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.57KNew |
$230K - $264K
|
1.57K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.57K+ 79.22% |
$230K - $263K
|
3.55K
$547K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.57K+ 19.44% |
$230K - $263K
|
9.62K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.56K+ 2.2% |
$229K - $263K
|
72.6K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.56K+ 11.25% |
$229K - $262K
|
15.4K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.54KNew |
$226K - $259K
|
1.54K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.52K+ 22.14% |
$223K - $256K
|
8.4K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.52K+ 2.01% |
$223K - $255K
|
77.3K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.52K+ 5.98% |
$223K - $255K
|
26.9K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.52K+ 14.07% |
$223K - $255K
|
12.3K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.51K+ 8.49% |
$221K - $253K
|
19.3K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.51K+ 6.82% |
$221K - $253K
|
23.6K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.5K+ 2.37% |
$221K - $253K
|
64.9K
$10M
|