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 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
195+ 11.71% |
$28.6K - $32.8K
|
1.86K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
194+ 2.06% |
$28.5K - $32.6K
|
9.63K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
193+ 3.43% |
$28.3K - $32.4K
|
5.82K
$899K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
192+ 6.02% |
$28.2K - $32.3K
|
3.38K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
189+ 4.78% |
$27.7K - $31.7K
|
4.14K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
189+ 1.57% |
$27.7K - $31.7K
|
12.3K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
188+ 0.25% |
$27.6K - $31.6K
|
75.5K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
188+ 8.91% |
$27.6K - $31.6K
|
2.3K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188+ 2.95% |
$27.6K - $31.6K
|
6.57K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
188New |
$27.6K - $31.6K
|
188
$29K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
186+ 10.03% |
$27.3K - $31.2K
|
2.04K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
185+ 3.41% |
$27.1K - $31.1K
|
5.61K
$867K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
184+ 12.68% |
$27K - $30.9K
|
1.64K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
184+ 1.78% |
$27K - $30.9K
|
10.5K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
182+ 0.4% |
$26.7K - $30.6K
|
45.6K
$7.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 6.0% |
$26.6K - $30.4K
|
3.2K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 2.56% |
$26.4K - $30.2K
|
7.21K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 1.55% |
$26.4K - $30.2K
|
11.8K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 5.58% |
$26.4K - $30.2K
|
3.41K
$526K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
179+ 7.83% |
$26.3K - $30.1K
|
2.47K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
179+ 267.16% |
$26.3K - $30.1K
|
246
$38K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
178+ 4.15% |
$26.1K - $29.9K
|
4.47K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
176+ 0.64% |
$25.8K - $29.6K
|
27.8K
$4.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
175+ 4.03% |
$25.7K - $29.4K
|
4.52K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
175+ 2.11% |
$25.7K - $29.4K
|
8.47K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 6.43% |
$25.2K - $28.9K
|
2.85K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
172+ 1.76% |
$25.2K - $28.9K
|
9.95K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
171+ 1.88% |
$25.1K - $28.7K
|
9.29K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
171+ 0.1% |
$25.1K - $28.7K
|
165K
$25.4M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
171+ 0.98% |
$25.1K - $28.7K
|
17.6K
$2.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
170+ 2.11% |
$24.9K - $28.6K
|
8.24K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
170+ 1.79% |
$24.9K - $28.6K
|
9.68K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 1.12% |
$24.9K - $28.6K
|
15.4K
$2.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
169+ 6.49% |
$24.8K - $28.4K
|
2.77K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
169+ 0.93% |
$24.8K - $28.4K
|
18.4K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
169+ 1.67% |
$24.8K - $28.4K
|
10.3K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
168+ 1.91% |
$24.6K - $28.2K
|
8.97K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
168+ 2.37% |
$24.6K - $28.2K
|
7.26K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
168+ 0.79% |
$24.6K - $28.2K
|
21.4K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
168+ 5.22% |
$24.6K - $28.2K
|
3.39K
$523K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
167+ 11.93% |
$24.5K - $28.1K
|
1.57K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
167+ 1.03% |
$24.5K - $28.1K
|
16.4K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
165+ 2.47% |
$24.2K - $27.7K
|
6.85K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
162+ 2.27% |
$23.8K - $27.2K
|
7.31K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
162+ 0.41% |
$23.8K - $27.2K
|
40.1K
$6.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
161+ 4.1% |
$23.6K - $27K
|
4.09K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
161+ 2.38% |
$23.6K - $27K
|
6.92K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
161+ 8.63% |
$23.6K - $27K
|
2.03K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
161+ 1.48% |
$23.6K - $27K
|
11K
$1.7M
|