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 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
70+ 0.4% |
$10.3K - $11.8K
|
17.7K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
70+ 437.5% |
$10.3K - $11.8K
|
86
$13.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
69+ 0.32% |
$10.1K - $11.6K
|
21.4K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
69+ 0.42% |
$10.1K - $11.6K
|
16.7K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
69+ 3.98% |
$10.1K - $11.6K
|
1.8K
$278K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
68+ 0.26% |
$9.98K - $11.4K
|
26.7K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
68+ 3.93% |
$9.98K - $11.4K
|
1.8K
$278K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
67+ 1.68% |
$9.83K - $11.3K
|
4.05K
$625K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67+ 2.05% |
$9.83K - $11.3K
|
3.34K
$516K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66New |
$9.68K - $11.1K
|
66
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
65+ 0.78% |
$9.54K - $10.9K
|
8.44K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
64+ 0.86% |
$9.39K - $10.8K
|
7.52K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
63+ 2.29% |
$9.24K - $10.6K
|
2.82K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
63+ 0.76% |
$9.24K - $10.6K
|
8.41K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
63+ 0.17% |
$9.24K - $10.6K
|
36.5K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
62+ 0.59% |
$9.1K - $10.4K
|
10.5K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
61+ 0.59% |
$8.95K - $10.2K
|
10.3K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
61+ 2.17% |
$8.95K - $10.2K
|
2.87K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
61+ 0.84% |
$8.95K - $10.2K
|
7.31K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 75.0% |
$8.8K - $10.1K
|
140
$21.6K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
60+ 4.0% |
$8.8K - $10.1K
|
1.56K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
59+ 0.7% |
$8.66K - $9.91K
|
8.52K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
59+ 3.31% |
$8.66K - $9.91K
|
1.84K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
59+ 3.24% |
$8.66K - $9.91K
|
1.88K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
59+ 4.26% |
$8.66K - $9.91K
|
1.44K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
58+ 16.62% |
$8.51K - $9.74K
|
407
$62.9K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
58+ 0.15% |
$8.51K - $9.74K
|
37.7K
$5.82M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
57+ 0.64% |
$8.36K - $9.57K
|
8.94K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
57+ 0.18% |
$8.36K - $9.57K
|
31.4K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.41% |
$8.36K - $9.57K
|
4.1K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
57+ 0.38% |
$8.36K - $9.57K
|
15.1K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
56+ 1.62% |
$8.22K - $9.41K
|
3.51K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 0.52% |
$8.22K - $9.41K
|
10.7K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
56+ 0.03% |
$8.22K - $9.41K
|
209K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
55+ 0.22% |
$8.07K - $9.24K
|
25K
$3.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 3.01% |
$7.92K - $9.07K
|
1.85K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 1.01% |
$7.92K - $9.07K
|
5.41K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
54+ 0.44% |
$7.92K - $9.07K
|
12.2K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53+ 2.8% |
$7.78K - $8.9K
|
1.95K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 0.61% |
$7.78K - $8.9K
|
8.75K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53+ 44.92% |
$7.78K - $8.9K
|
171
$26.4K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
53+ 0.8% |
$7.78K - $8.9K
|
6.65K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
53+ 0.78% |
$7.78K - $8.9K
|
6.88K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
52+ 1.75% |
$7.63K - $8.73K
|
3.03K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
51+ 1.35% |
$7.48K - $8.57K
|
3.82K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.22% |
$7.34K - $8.4K
|
22.7K
$3.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 0.96% |
$7.34K - $8.4K
|
5.26K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50+ 2.23% |
$7.34K - $8.4K
|
2.3K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.62% |
$7.34K - $8.4K
|
3.14K
$485K
|