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 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
50+ 2.41% |
$7.34K - $8.4K
|
2.13K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 1.34% |
$7.34K - $8.4K
|
3.78K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49+ 0.96% |
$7.19K - $8.23K
|
5.18K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
49+ 1.53% |
$7.19K - $8.23K
|
3.24K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
49+ 0.18% |
$7.19K - $8.23K
|
27.6K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
48+ 2.85% |
$7.04K - $8.06K
|
1.73K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
48+ 117.07% |
$7.04K - $8.06K
|
89
$13.7K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
47+ 3.13% |
$6.9K - $7.89K
|
1.55K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
46+ 1.71% |
$6.75K - $7.73K
|
2.74K
$422K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
44K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 1.25% |
$6.75K - $7.73K
|
3.74K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
46.5K
$7.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
45+ 0.09% |
$6.6K - $7.56K
|
52.3K
$8.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
45+ 2.48% |
$6.6K - $7.56K
|
1.86K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
45+ 0.21% |
$6.6K - $7.56K
|
21.6K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
44+ 0.76% |
$6.46K - $7.39K
|
5.81K
$897K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
43+ 0.32% |
$6.31K - $7.22K
|
13.4K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43+ 0.72% |
$6.31K - $7.22K
|
6.05K
$934K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
43+ 1.49% |
$6.31K - $7.22K
|
2.94K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.19% |
$6.02K - $6.89K
|
21.1K
$3.27M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40+ 1.94% |
$5.87K - $6.72K
|
2.1K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 0.65% |
$5.87K - $6.72K
|
6.2K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
40+ 0.61% |
$5.87K - $6.72K
|
6.61K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
40+ 1.13% |
$5.87K - $6.72K
|
3.59K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$329K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
39+ 0.54% |
$5.72K - $6.55K
|
7.29K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
39+ 2.71% |
$5.72K - $6.55K
|
1.48K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
39+ 1.38% |
$5.72K - $6.55K
|
2.86K
$442K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38+ 2.61% |
$5.57K - $6.38K
|
1.49K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 122.58% |
$5.57K - $6.38K
|
69
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.38% |
$5.43K - $6.21K
|
9.67K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37+ 2.66% |
$5.43K - $6.21K
|
1.43K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 6.06% |
$5.28K - $6.05K
|
630
$97.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 5.76% |
$5.28K - $6.05K
|
661
$102K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
36+ 0.5% |
$5.28K - $6.05K
|
7.22K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
35+ 1.08% |
$5.13K - $5.88K
|
3.29K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
35+ 9.59% |
$5.13K - $5.88K
|
400
$61.8K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
35New |
$5.13K - $5.88K
|
35
$5.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.55% |
$4.99K - $5.71K
|
6.25K
$965K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
33+ 1.05% |
$4.84K - $5.54K
|
3.17K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
33+ 0.9% |
$4.84K - $5.54K
|
3.7K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
33+ 0.54% |
$4.84K - $5.54K
|
6.09K
$941K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
32+ 0.43% |
$4.69K - $5.38K
|
7.41K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
32+ 0.48% |
$4.69K - $5.38K
|
6.72K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.38% |
$4.69K - $5.38K
|
8.42K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
32+ 0.84% |
$4.69K - $5.38K
|
3.83K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31+ 2.98% |
$4.55K - $5.21K
|
1.07K
$165K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
31+ 2.08% |
$4.55K - $5.21K
|
1.52K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
31+ 1.53% |
$4.55K - $5.21K
|
2.06K
$318K
|