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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
236+ 0.29% |
$34.6K - $39.6K
|
82.2K
$12.7M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
236+ 102.61% |
$34.6K - $39.6K
|
466
$72K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
235+ 0.49% |
$34.5K - $39.5K
|
48.7K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
235+ 7.19% |
$34.5K - $39.5K
|
3.51K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
234New |
$34.3K - $39.3K
|
234
$36.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
232+ 5.88% |
$34K - $39K
|
4.18K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
231+ 2.38% |
$33.9K - $38.8K
|
9.92K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
230+ 7.64% |
$33.7K - $38.6K
|
3.24K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
230New |
$33.7K - $38.6K
|
230
$35.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
228+ 5.85% |
$33.4K - $38.3K
|
4.12K
$637K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
226+ 0.45% |
$33.2K - $38K
|
49.9K
$7.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
225+ 13.24% |
$33K - $37.8K
|
1.92K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
225+ 4.72% |
$33K - $37.8K
|
4.99K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
225+ 7.0% |
$33K - $37.8K
|
3.44K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225+ 6.83% |
$33K - $37.8K
|
3.52K
$544K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
225+ 0.66% |
$33K - $37.8K
|
34.1K
$5.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
223+ 0.93% |
$32.7K - $37.5K
|
24.1K
$3.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
223+ 0.46% |
$32.7K - $37.5K
|
48.6K
$7.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
222+ 8.15% |
$32.6K - $37.3K
|
2.95K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
221+ 0.54% |
$32.4K - $37.1K
|
41.2K
$6.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
219+ 7.48% |
$32.1K - $36.8K
|
3.15K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
219+ 1.84% |
$32.1K - $36.8K
|
12.1K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
219+ 10.25% |
$32.1K - $36.8K
|
2.36K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
218+ 3.48% |
$32K - $36.6K
|
6.49K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
218+ 78.7% |
$32K - $36.6K
|
495
$76.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
217+ 16.0% |
$31.8K - $36.4K
|
1.57K
$243K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
215+ 11.16% |
$31.5K - $36.1K
|
2.14K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
215+ 1.89% |
$31.5K - $36.1K
|
11.6K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
213+ 8.5% |
$31.2K - $35.8K
|
2.72K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
212+ 7.41% |
$31.1K - $35.6K
|
3.07K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
212+ 1.23% |
$31.1K - $35.6K
|
17.5K
$2.7M
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
212+ 5.73% |
$31.1K - $35.6K
|
3.91K
$604K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
210+ 6.06% |
$30.8K - $35.3K
|
3.67K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
208+ 0.52% |
$30.5K - $34.9K
|
40K
$6.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
208+ 1.66% |
$30.5K - $34.9K
|
12.7K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
208+ 8.82% |
$30.5K - $34.9K
|
2.57K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
207+ 7.7% |
$30.4K - $34.8K
|
2.9K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
205+ 6.24% |
$30.1K - $34.4K
|
3.49K
$539K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
205+ 2.89% |
$30.1K - $34.4K
|
7.3K
$1.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
204+ 2.15% |
$29.9K - $34.3K
|
9.68K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
203+ 2.18% |
$29.8K - $34.1K
|
9.5K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
202+ 0.83% |
$29.6K - $33.9K
|
24.6K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
202+ 1.96% |
$29.6K - $33.9K
|
10.5K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
202+ 0.2% |
$29.6K - $33.9K
|
103K
$15.9M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
199+ 7.91% |
$29.2K - $33.4K
|
2.72K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
198+ 0.74% |
$29K - $33.3K
|
26.8K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
196+ 12.79% |
$28.8K - $32.9K
|
1.73K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
196+ 0.64% |
$28.8K - $32.9K
|
30.6K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
195+ 26.07% |
$28.6K - $32.8K
|
943
$146K
|