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 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.2KNew |
$175K - $201K
|
1.2K
$185K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2K+ 5.46% |
$175K - $201K
|
23.1K
$3.56M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19K+ 27.77% |
$175K - $201K
|
5.49K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.19K+ 1.95% |
$174K - $199K
|
62.1K
$9.59M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.18K+ 2.2% |
$174K - $199K
|
54.9K
$8.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.18K+ 27.25% |
$173K - $198K
|
5.52K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.18K+ 22.63% |
$173K - $198K
|
6.38K
$985K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.18K+ 3.8% |
$172K - $197K
|
32.1K
$4.96M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.18K+ 7.06% |
$172K - $197K
|
17.8K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.17K+ 37.07% |
$172K - $197K
|
4.33K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.17K+ 0.47% |
$171K - $196K
|
247K
$38.2M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.17K+ 12.46% |
$171K - $196K
|
10.5K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.15K+ 31.24% |
$169K - $193K
|
4.83K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
1.15K+ 11.59% |
$168K - $193K
|
11.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 2.35% |
$168K - $192K
|
49.9K
$7.71M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.14K+ 0.45% |
$167K - $192K
|
254K
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
1.14K+ 2.29% |
$167K - $192K
|
50.9K
$7.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.14K+ 9.23% |
$167K - $191K
|
13.5K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14K+ 3.15% |
$167K - $191K
|
37.2K
$5.74M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 51.18% |
$166K - $190K
|
3.34K
$516K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.13K+ 2.82% |
$165K - $189K
|
41.1K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.12K+ 2.9% |
$165K - $189K
|
39.8K
$6.15M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.12K+ 1.44% |
$165K - $188K
|
78.9K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.12K+ 106.56% |
$164K - $188K
|
2.17K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.12K+ 4.75% |
$164K - $188K
|
24.7K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.12K+ 22.47% |
$164K - $187K
|
6.08K
$939K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.12K+ 2.66% |
$164K - $187K
|
43K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.12K+ 16.92% |
$164K - $187K
|
7.71K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.11K+ 1.56% |
$163K - $187K
|
72.5K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.11K+ 296.28% |
$163K - $187K
|
1.49K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 4.47% |
$163K - $186K
|
26K
$4.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
1.11K+ 5.99% |
$162K - $186K
|
19.6K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 3.48% |
$162K - $186K
|
32.9K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.11K+ 19.41% |
$162K - $186K
|
6.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.1KNew |
$161K - $185K
|
1.1K
$170K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.1K+ 78.92% |
$161K - $184K
|
2.49K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.09K+ 11.63% |
$160K - $183K
|
10.5K
$1.61M
|
|
|
Jun 05, 2025
Q1 2025
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.09K+ 6.72% |
$159K - $183K
|
17.3K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.09K+ 14.83% |
$159K - $182K
|
8.4K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.08K+ 9.43% |
$159K - $182K
|
12.6K
$1.94M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.08KNew |
$159K - $182K
|
1.08K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.08KNew |
$158K - $181K
|
1.08K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.08K+ 31.13% |
$158K - $181K
|
4.55K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 9.84% |
$158K - $181K
|
12K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.08K+ 0.47% |
$158K - $181K
|
228K
$35.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.08K+ 4.19% |
$158K - $181K
|
26.7K
$4.13M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.08K+ 3.73% |
$158K - $181K
|
29.9K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.08K+ 1.59% |
$158K - $181K
|
68.6K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.07KNew |
$157K - $180K
|
1.07K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.07K+ 62.68% |
$157K - $179K
|
2.77K
$428K
|