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 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
131+ 3.93% |
$19.2K - $22K
|
3.47K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
131+ 2.99% |
$19.2K - $22K
|
4.51K
$696K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
131+ 0.5% |
$19.2K - $22K
|
26.2K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
131+ 1.65% |
$19.2K - $22K
|
8.09K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
131+ 4.88% |
$19.2K - $22K
|
2.82K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 2.94% |
$19.1K - $21.8K
|
4.56K
$703K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
129+ 5.52% |
$18.9K - $21.7K
|
2.46K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
129+ 0.86% |
$18.9K - $21.7K
|
15.1K
$2.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
128+ 0.66% |
$18.8K - $21.5K
|
19.6K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
128+ 6.84% |
$18.8K - $21.5K
|
2K
$309K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
126+ 5.2% |
$18.5K - $21.2K
|
2.55K
$394K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
125+ 8.45% |
$18.3K - $21K
|
1.61K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$18.3K - $21K
|
125
$19.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
125+ 0.53% |
$18.3K - $21K
|
23.6K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
125New |
$18.3K - $21K
|
125
$19.3K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
125+ 3.16% |
$18.3K - $21K
|
4.08K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
124+ 13.98% |
$18.2K - $20.8K
|
1.01K
$156K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
123+ 4.82% |
$18K - $20.7K
|
2.67K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
123+ 5.7% |
$18K - $20.7K
|
2.28K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
122+ 1.94% |
$17.9K - $20.5K
|
6.42K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
122+ 420.69% |
$17.9K - $20.5K
|
151
$23.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$502K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
121+ 4.53% |
$17.8K - $20.3K
|
2.79K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
121+ 0.49% |
$17.8K - $20.3K
|
24.9K
$3.84M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
121+ 8.36% |
$17.8K - $20.3K
|
1.57K
$242K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
121+ 0.47% |
$17.8K - $20.3K
|
26K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
121+ 3.42% |
$17.8K - $20.3K
|
3.66K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
120+ 0.47% |
$17.6K - $20.2K
|
25.6K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
120+ 1.38% |
$17.6K - $20.2K
|
8.83K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
120+ 5.86% |
$17.6K - $20.2K
|
2.17K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
119+ 5.14% |
$17.5K - $20K
|
2.44K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
119+ 0.55% |
$17.5K - $20K
|
21.8K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
118+ 1.43% |
$17.3K - $19.8K
|
8.35K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
118+ 15.45% |
$17.3K - $19.8K
|
882
$136K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
118+ 3.14% |
$17.3K - $19.8K
|
3.87K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
118+ 2.95% |
$17.3K - $19.8K
|
4.11K
$635K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
117+ 1.48% |
$17.2K - $19.7K
|
8.01K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
116+ 119.59% |
$17K - $19.5K
|
213
$32.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
116+ 1.06% |
$17K - $19.5K
|
11.1K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.45% |
$17K - $19.5K
|
26K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
116+ 1.08% |
$17K - $19.5K
|
10.9K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
116+ 12.16% |
$17K - $19.5K
|
1.07K
$165K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 3.21% |
$16.9K - $19.3K
|
3.69K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
115+ 1.96% |
$16.9K - $19.3K
|
5.99K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
115+ 0.25% |
$16.9K - $19.3K
|
45.9K
$7.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
114+ 6.26% |
$16.7K - $19.1K
|
1.94K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
114+ 1.79% |
$16.7K - $19.1K
|
6.5K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
114+ 0.66% |
$16.7K - $19.1K
|
17.5K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
113+ 0.36% |
$16.6K - $19K
|
31.7K
$4.9M
|