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 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
342+ 3.85% |
$50.2K - $57.4K
|
9.23K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
340+ 2.8% |
$49.9K - $57.1K
|
12.5K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
339+ 10.55% |
$49.7K - $56.9K
|
3.55K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
338+ 9.49% |
$49.6K - $56.8K
|
3.9K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
335+ 3.27% |
$49.1K - $56.3K
|
10.6K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
335+ 2.2% |
$49.1K - $56.3K
|
15.6K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
334+ 0.48% |
$49K - $56.1K
|
69.6K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
333+ 6.21% |
$48.9K - $55.9K
|
5.69K
$879K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
333+ 2.1% |
$48.9K - $55.9K
|
16.2K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
333+ 10.75% |
$48.9K - $55.9K
|
3.43K
$530K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
332+ 0.81% |
$48.7K - $55.8K
|
41.1K
$6.35M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
331New |
$48.6K - $55.6K
|
331
$51.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
329+ 7.36% |
$48.3K - $55.3K
|
4.8K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
329+ 52.14% |
$48.3K - $55.3K
|
960
$148K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
325+ 2.63% |
$47.7K - $54.6K
|
12.7K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
324+ 22.18% |
$47.5K - $54.4K
|
1.79K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
322+ 5.17% |
$47.2K - $54.1K
|
6.56K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
320+ 60.61% |
$46.9K - $53.8K
|
848
$131K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 3.93% |
$46.9K - $53.8K
|
8.46K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
318+ 33.76% |
$46.7K - $53.4K
|
1.26K
$195K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
318+ 15.3% |
$46.7K - $53.4K
|
2.4K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
318+ 9.75% |
$46.7K - $53.4K
|
3.58K
$553K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
316+ 2.94% |
$46.4K - $53.1K
|
11.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
316+ 5.11% |
$46.4K - $53.1K
|
6.51K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
315+ 17.72% |
$46.2K - $52.9K
|
2.09K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
312+ 13.73% |
$45.8K - $52.4K
|
2.58K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
309+ 271.05% |
$45.3K - $51.9K
|
423
$65.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
308+ 3.78% |
$45.2K - $51.7K
|
8.46K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
308+ 1.64% |
$45.2K - $51.7K
|
19.1K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
307+ 12.15% |
$45K - $51.6K
|
2.83K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
306+ 6.09% |
$44.9K - $51.4K
|
5.33K
$823K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
305+ 12.2% |
$44.7K - $51.2K
|
2.81K
$433K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
303+ 38.21% |
$44.5K - $50.9K
|
1.1K
$169K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.32% |
$44.5K - $50.9K
|
23.2K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
302+ 0.49% |
$44.3K - $50.7K
|
62.1K
$9.59M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
302+ 5.94% |
$44.3K - $50.7K
|
5.39K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
302+ 12.66% |
$44.3K - $50.7K
|
2.69K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
300+ 0.48% |
$44K - $50.4K
|
63K
$9.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
300+ 5.3% |
$44K - $50.4K
|
5.96K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
300+ 20.0% |
$44K - $50.4K
|
1.8K
$278K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
296+ 7.47% |
$43.4K - $49.7K
|
4.26K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
296+ 11.33% |
$43.4K - $49.7K
|
2.91K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
295+ 3.68% |
$43.3K - $49.6K
|
8.31K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
295+ 4.76% |
$43.3K - $49.6K
|
6.49K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
294+ 16.44% |
$43.1K - $49.4K
|
2.08K
$322K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
294+ 6.13% |
$43.1K - $49.4K
|
5.09K
$786K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
293+ 18.45% |
$43K - $49.2K
|
1.88K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
291+ 3.76% |
$42.7K - $48.9K
|
8.03K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
289+ 1.29% |
$42.4K - $48.5K
|
22.7K
$3.51M
|