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 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.34K+ 3.47% |
$197K - $225K
|
40K
$6.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.34K+ 7.55% |
$196K - $225K
|
19.1K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.34KNew |
$196K - $225K
|
1.34K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.34KNew |
$196K - $224K
|
1.34K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.33KNew |
$196K - $224K
|
1.33K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.33KNew |
$195K - $224K
|
1.33K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.33KNew |
$195K - $223K
|
1.33K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.33KNew |
$194K - $223K
|
1.33K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.32KNew |
$194K - $222K
|
1.32K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 16.49% |
$193K - $221K
|
9.3K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.32KNew |
$193K - $221K
|
1.32K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.31KNew |
$193K - $221K
|
1.31K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.31K+ 1.04% |
$192K - $220K
|
128K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.31K+ 2.11% |
$192K - $220K
|
63.4K
$9.79M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.31K+ 7.4% |
$192K - $219K
|
19K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 8.48% |
$191K - $219K
|
16.7K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 15.04% |
$191K - $219K
|
9.97K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.3KNew |
$191K - $219K
|
1.3K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.3K+ 6.39% |
$191K - $219K
|
21.7K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
1.3KNew |
$191K - $218K
|
1.3K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.3KNew |
$190K - $218K
|
1.3K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 10.28% |
$190K - $218K
|
13.9K
$2.15M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$190K - $217K
|
1.29K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1.29K+ 1.2% |
$189K - $217K
|
109K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.29K+ 9.98% |
$189K - $217K
|
14.2K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 28.92% |
$189K - $217K
|
5.75K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.29KNew |
$189K - $217K
|
1.29K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.29K+ 7.33% |
$189K - $217K
|
18.9K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
1.29K+ 2.63% |
$189K - $216K
|
50.2K
$7.75M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.29K+ 1.26% |
$189K - $216K
|
103K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.29K+ 72.89% |
$189K - $216K
|
3.05K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$188K - $216K
|
1.28K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
1.28K+ 2.05% |
$188K - $216K
|
64.1K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.28K+ 2.21% |
$188K - $215K
|
59.1K
$9.13M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.28KNew |
$188K - $215K
|
1.28K
$198K
|
|
|
Jul 24, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.28K+ 16.64% |
$188K - $215K
|
8.96K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.28KNew |
$187K - $215K
|
1.28K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.28K+ 16.28% |
$187K - $214K
|
9.11K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.28KNew |
$187K - $214K
|
1.28K
$197K
|