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
|
Congress Park Capital LLC
|
BUY
|
- |
481+ 15.29% |
$70.6K - $80.8K
|
3.63K
$560K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
481+ 0.75% |
$70.6K - $80.8K
|
64.7K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
480+ 24.38% |
$70.4K - $80.6K
|
2.45K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
479+ 2.24% |
$70.3K - $80.5K
|
21.8K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
478+ 6.14% |
$70.1K - $80.3K
|
8.27K
$1.28M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
475+ 10.69% |
$69.7K - $79.8K
|
4.92K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
474+ 2.23% |
$69.5K - $79.6K
|
21.8K
$3.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
473+ 4.71% |
$69.4K - $79.4K
|
10.5K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
471+ 6.6% |
$69.1K - $79.1K
|
7.61K
$1.17M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
471+ 8.52% |
$69.1K - $79.1K
|
6K
$926K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
469+ 1.13% |
$68.8K - $78.8K
|
41.9K
$6.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
469+ 3.04% |
$68.8K - $78.8K
|
15.9K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
468+ 6.43% |
$68.7K - $78.6K
|
7.75K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
466+ 1.98% |
$68.4K - $78.3K
|
24K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
465+ 30.92% |
$68.2K - $78.1K
|
1.97K
$304K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
464+ 25.75% |
$68.1K - $77.9K
|
2.27K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
464+ 9.44% |
$68.1K - $77.9K
|
5.38K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
464+ 1.15% |
$68.1K - $77.9K
|
40.8K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
462+ 0.88% |
$67.8K - $77.6K
|
53.1K
$8.2M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
458+ 1.56% |
$67.2K - $76.9K
|
29.8K
$4.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 714.06% |
$67K - $76.8K
|
521
$80.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
457+ 3.06% |
$67K - $76.8K
|
15.4K
$2.38M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
453New |
$66.5K - $76.1K
|
453
$70K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
452+ 4.6% |
$66.3K - $75.9K
|
10.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
450+ 1.75% |
$66K - $75.6K
|
26.1K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
447+ 2.08% |
$65.6K - $75.1K
|
22K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
445+ 17.44% |
$65.3K - $74.7K
|
3K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
442+ 2.26% |
$64.8K - $74.2K
|
20K
$3.09M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
441+ 7.74% |
$64.7K - $74.1K
|
6.14K
$948K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
441+ 6.09% |
$64.7K - $74.1K
|
7.69K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
439+ 3.23% |
$64.4K - $73.7K
|
14K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
435+ 20.33% |
$63.8K - $73.1K
|
2.58K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
434+ 8.07% |
$63.7K - $72.9K
|
5.81K
$898K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
433+ 7.7% |
$63.5K - $72.7K
|
6.06K
$935K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
432+ 12.49% |
$63.4K - $72.6K
|
3.89K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
432+ 6.67% |
$63.4K - $72.6K
|
6.91K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
430+ 2.94% |
$63.1K - $72.2K
|
15.1K
$2.33M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
428+ 1.71% |
$62.8K - $71.9K
|
25.5K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
427+ 12.06% |
$62.6K - $71.7K
|
3.97K
$613K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
425+ 13.72% |
$62.4K - $71.4K
|
3.52K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 13.47% |
$62.4K - $71.4K
|
3.58K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
425+ 3.86% |
$62.4K - $71.4K
|
11.4K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
423+ 1.62% |
$62.1K - $71.1K
|
26.6K
$4.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 19.07% |
$61.9K - $70.9K
|
2.64K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419+ 7.03% |
$61.5K - $70.4K
|
6.38K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
418+ 1.24% |
$61.3K - $70.2K
|
34.1K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
417+ 6.52% |
$61.2K - $70K
|
6.82K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
416+ 5.42% |
$61K - $69.9K
|
8.09K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
416+ 0.94% |
$61K - $69.9K
|
44.5K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
416+ 20.02% |
$61K - $69.9K
|
2.49K
$385K
|