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 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.16% |
$16.6K - $19K
|
9.83K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$16.3K - $18.6K
|
6.13K
$947K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
111+ 5.07% |
$16.3K - $18.6K
|
2.3K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
111+ 3.97% |
$16.3K - $18.6K
|
2.91K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
111+ 426.92% |
$16.3K - $18.6K
|
137
$21.2K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
111+ 0.25% |
$16.3K - $18.6K
|
45K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
111+ 3.0% |
$16.3K - $18.6K
|
3.81K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
110+ 1.69% |
$16.1K - $18.5K
|
6.64K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
110+ 4.89% |
$16.1K - $18.5K
|
2.36K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
108+ 3.62% |
$15.8K - $18.1K
|
3.09K
$477K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
108+ 7.31% |
$15.8K - $18.1K
|
1.59K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
107+ 2.4% |
$15.7K - $18K
|
4.56K
$704K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
107+ 356.67% |
$15.7K - $18K
|
137
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
106+ 7.0% |
$15.6K - $17.8K
|
1.62K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
105+ 0.73% |
$15.4K - $17.6K
|
14.5K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
105+ 0.23% |
$15.4K - $17.6K
|
46.4K
$7.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
104+ 1.12% |
$15.3K - $17.5K
|
9.41K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
104+ 5.26% |
$15.3K - $17.5K
|
2.08K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
104+ 4.86% |
$15.3K - $17.5K
|
2.25K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
103+ 2.63% |
$15.1K - $17.3K
|
4.03K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
103+ 3.07% |
$15.1K - $17.3K
|
3.46K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
102+ 0.9% |
$15K - $17.1K
|
11.4K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
102+ 1.08% |
$15K - $17.1K
|
9.51K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
101+ 0.91% |
$14.8K - $17K
|
11.2K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
101+ 4.66% |
$14.8K - $17K
|
2.27K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100+ 0.14% |
$14.7K - $16.8K
|
72K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100+ 15.55% |
$14.7K - $16.8K
|
743
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.35% |
$14.7K - $16.8K
|
7.48K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
100+ 1.47% |
$14.7K - $16.8K
|
6.9K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100+ 1.98% |
$14.7K - $16.8K
|
5.16K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
100+ 1.94% |
$14.7K - $16.8K
|
5.25K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
100New |
$14.7K - $16.8K
|
100
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 1.09% |
$14.7K - $16.8K
|
9.3K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.5% |
$14.5K - $16.6K
|
19.8K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
99+ 0.46% |
$14.5K - $16.6K
|
21.5K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
99+ 1.34% |
$14.5K - $16.6K
|
7.51K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
99+ 23.57% |
$14.5K - $16.6K
|
519
$80.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 20.12% |
$14.4K - $16.5K
|
585
$90.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
98+ 1.71% |
$14.4K - $16.5K
|
5.84K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
98+ 2.34% |
$14.4K - $16.5K
|
4.28K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
98+ 4.4% |
$14.4K - $16.5K
|
2.33K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
98+ 5.95% |
$14.4K - $16.5K
|
1.75K
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
96+ 2.88% |
$14.1K - $16.1K
|
3.43K
$530K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
96+ 5.41% |
$14.1K - $16.1K
|
1.87K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
96+ 5.5% |
$14.1K - $16.1K
|
1.84K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
96+ 3.18% |
$14.1K - $16.1K
|
3.12K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
96+ 1.51% |
$14.1K - $16.1K
|
6.47K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
95+ 2.19% |
$13.9K - $16K
|
4.43K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
95+ 0.69% |
$13.9K - $16K
|
13.9K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
94+ 5.26% |
$13.8K - $15.8K
|
1.88K
$291K
|