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
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
288+ 13.72% |
$42.3K - $48.4K
|
2.39K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
286+ 16.33% |
$42K - $48K
|
2.04K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$681K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
285+ 9.5% |
$41.8K - $47.9K
|
3.29K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
285+ 7.4% |
$41.8K - $47.9K
|
4.14K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
284+ 11.66% |
$41.7K - $47.7K
|
2.72K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
280+ 18.32% |
$41.1K - $47K
|
1.81K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
279+ 3.68% |
$40.9K - $46.9K
|
7.86K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
279+ 0.15% |
$40.9K - $46.9K
|
186K
$28.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278+ 6.6% |
$40.8K - $46.7K
|
4.49K
$694K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
275+ 17.94% |
$40.3K - $46.2K
|
1.81K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
275+ 2.7% |
$40.3K - $46.2K
|
10.5K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
273+ 19.43% |
$40.1K - $45.9K
|
1.68K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$39.8K - $45.5K
|
271
$41.9K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
271+ 6.13% |
$39.8K - $45.5K
|
4.69K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
270+ 10.22% |
$39.6K - $45.4K
|
2.91K
$450K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
269New |
$39.5K - $45.2K
|
269
$41.5K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
267+ 8.6% |
$39.2K - $44.8K
|
3.37K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
267+ 0.42% |
$39.2K - $44.8K
|
63.8K
$9.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
264+ 13.22% |
$38.7K - $44.3K
|
2.26K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
264+ 1.04% |
$38.7K - $44.3K
|
25.7K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
264+ 5.9% |
$38.7K - $44.3K
|
4.74K
$732K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
263+ 4.99% |
$38.6K - $44.2K
|
5.54K
$855K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
263+ 1.0% |
$38.6K - $44.2K
|
26.6K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
263+ 0.44% |
$38.6K - $44.2K
|
60.6K
$9.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
262+ 8.57% |
$38.4K - $44K
|
3.32K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
260+ 3.13% |
$38.1K - $43.7K
|
8.57K
$1.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
260+ 7.39% |
$38.1K - $43.7K
|
3.78K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
260+ 1.44% |
$38.1K - $43.7K
|
18.3K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
258+ 36.39% |
$37.9K - $43.3K
|
967
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
255+ 0.81% |
$37.4K - $42.8K
|
31.9K
$4.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
253+ 3.35% |
$37.1K - $42.5K
|
7.81K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
253+ 11.35% |
$37.1K - $42.5K
|
2.48K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
251+ 3.54% |
$36.8K - $42.2K
|
7.33K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 2.11% |
$36.8K - $42.2K
|
12.1K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
251+ 4.13% |
$36.8K - $42.2K
|
6.32K
$977K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
250+ 4.06% |
$36.7K - $42K
|
6.41K
$991K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
249+ 9.71% |
$36.5K - $41.8K
|
2.81K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
248+ 8.31% |
$36.4K - $41.7K
|
3.23K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
247+ 3.35% |
$36.2K - $41.5K
|
7.63K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 5.0% |
$36.1K - $41.3K
|
5.16K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
246+ 7.84% |
$36.1K - $41.3K
|
3.38K
$522K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
245+ 0.49% |
$35.9K - $41.2K
|
50.3K
$7.77M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
243+ 3.16% |
$35.7K - $40.8K
|
7.93K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
243+ 1.18% |
$35.7K - $40.8K
|
20.8K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
242+ 4.2% |
$35.5K - $40.6K
|
6K
$927K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
241+ 14.25% |
$35.4K - $40.5K
|
1.93K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
236+ 11.45% |
$34.6K - $39.6K
|
2.3K
$355K
|