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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
631+ 18.29% |
$92.6K - $106K
|
4.08K
$630K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
631+ 6.54% |
$92.6K - $106K
|
10.3K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
626+ 0.76% |
$91.8K - $105K
|
83K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
626+ 5.86% |
$91.8K - $105K
|
11.3K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
625+ 2.08% |
$91.7K - $105K
|
30.7K
$4.74M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
624+ 3.56% |
$91.5K - $105K
|
18.2K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
624+ 42.83% |
$91.5K - $105K
|
2.08K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
622+ 12.1% |
$91.3K - $104K
|
5.76K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
619+ 10.74% |
$90.8K - $104K
|
6.38K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
617+ 6.92% |
$90.5K - $104K
|
9.53K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
616+ 1.3% |
$90.4K - $103K
|
48K
$7.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
612+ 35.92% |
$89.8K - $103K
|
2.32K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
611+ 20.99% |
$89.6K - $103K
|
3.52K
$544K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
609+ 1.26% |
$89.3K - $102K
|
48.9K
$7.55M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
608+ 2.61% |
$89.2K - $102K
|
23.9K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
607+ 97.43% |
$89.1K - $102K
|
1.23K
$190K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
607+ 12.02% |
$89.1K - $102K
|
5.66K
$874K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
607+ 23.04% |
$89.1K - $102K
|
3.24K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
606+ 8.24% |
$88.9K - $102K
|
7.96K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
603+ 60300.0% |
$88.5K - $101K
|
604
$93.3K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
603+ 15.78% |
$88.5K - $101K
|
4.42K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
602+ 13.0% |
$88.3K - $101K
|
5.23K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
600+ 2.22% |
$88K - $101K
|
27.6K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
600+ 3.05% |
$88K - $101K
|
20.2K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
599+ 4.02% |
$87.9K - $101K
|
15.5K
$2.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 1.93% |
$87.7K - $100K
|
31.5K
$4.87M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
598+ 0.91% |
$87.7K - $100K
|
66.4K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
594New |
$87.1K - $99.8K
|
594
$91.7K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
594+ 2.19% |
$87.1K - $99.8K
|
27.8K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
593+ 1.16% |
$87K - $99.6K
|
51.8K
$7.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
591+ 4.55% |
$86.7K - $99.3K
|
13.6K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
590+ 15.99% |
$86.6K - $99.1K
|
4.28K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
588+ 1.51% |
$86.3K - $98.8K
|
39.6K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
587+ 2.5% |
$86.1K - $98.6K
|
24.1K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
586+ 2.08% |
$86K - $98.4K
|
28.8K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
586+ 3.3% |
$86K - $98.4K
|
18.3K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
583+ 4.43% |
$85.5K - $97.9K
|
13.8K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
583+ 0.99% |
$85.5K - $97.9K
|
59.5K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
583+ 8.92% |
$85.5K - $97.9K
|
7.12K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
582+ 0.93% |
$85.4K - $97.8K
|
63.3K
$9.78M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
582+ 0.77% |
$85.4K - $97.8K
|
75.8K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
580+ 35.22% |
$85.1K - $97.4K
|
2.23K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
571+ 9.49% |
$83.8K - $95.9K
|
6.59K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
569+ 9.17% |
$83.5K - $95.6K
|
6.77K
$1.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
568+ 2.27% |
$83.3K - $95.4K
|
25.6K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
567+ 25.16% |
$83.2K - $95.2K
|
2.82K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
567+ 9.31% |
$83.2K - $95.2K
|
6.66K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
563+ 2.82% |
$82.6K - $94.6K
|
20.5K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
560+ 0.68% |
$82.2K - $94.1K
|
82.5K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
550+ 4.1% |
$80.7K - $92.4K
|
14K
$2.16M
|