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 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31+ 1.13% |
$4.55K - $5.21K
|
2.77K
$428K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30+ 2.7% |
$4.4K - $5.04K
|
1.14K
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30+ 1.07% |
$4.4K - $5.04K
|
2.83K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30+ 0.73% |
$4.4K - $5.04K
|
4.16K
$643K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
30+ 0.1% |
$4.4K - $5.04K
|
29.2K
$4.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
30+ 0.87% |
$4.4K - $5.04K
|
3.49K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
30+ 0.73% |
$4.4K - $5.04K
|
4.12K
$636K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
29+ 0.27% |
$4.25K - $4.87K
|
10.8K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29+ 32.22% |
$4.25K - $4.87K
|
119
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
29+ 0.96% |
$4.25K - $4.87K
|
3.05K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29+ 0.27% |
$4.25K - $4.87K
|
10.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
29+ 1.02% |
$4.25K - $4.87K
|
2.87K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
28+ 0.22% |
$4.11K - $4.7K
|
12.5K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
28+ 0.17% |
$4.11K - $4.7K
|
16.6K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
28+ 0.63% |
$4.11K - $4.7K
|
4.51K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
27+ 1.69% |
$3.96K - $4.54K
|
1.63K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.68% |
$3.96K - $4.54K
|
3.99K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
27+ 1.07% |
$3.96K - $4.54K
|
2.55K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.3% |
$3.96K - $4.54K
|
9.08K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.18% |
$3.81K - $4.37K
|
14.4K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
26+ 0.56% |
$3.81K - $4.37K
|
4.67K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
26+ 0.1% |
$3.81K - $4.37K
|
26.7K
$4.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.72% |
$3.67K - $4.2K
|
3.52K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25+ 1.24% |
$3.67K - $4.2K
|
2.03K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
25+ 1.01% |
$3.67K - $4.2K
|
2.5K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
25+ 1.55% |
$3.67K - $4.2K
|
1.64K
$254K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
25+ 0.25% |
$3.67K - $4.2K
|
9.94K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
24+ 0.4% |
$3.52K - $4.03K
|
6.01K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 1.17% |
$3.52K - $4.03K
|
2.07K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
24+ 0.32% |
$3.52K - $4.03K
|
7.62K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24+ 0.23% |
$3.52K - $4.03K
|
10.6K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24+ 0.27% |
$3.52K - $4.03K
|
9.05K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
24+ 0.88% |
$3.52K - $4.03K
|
2.75K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
24+ 0.54% |
$3.52K - $4.03K
|
4.45K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23+ 0.32% |
$3.37K - $3.86K
|
7.13K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
23+ 0.96% |
$3.37K - $3.86K
|
2.42K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
23+ 1.35% |
$3.37K - $3.86K
|
1.73K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
23+ 0.08% |
$3.37K - $3.86K
|
27.7K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$3.37K - $3.86K
|
20.3K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 1.28% |
$3.23K - $3.7K
|
1.74K
$269K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22+ 1.34% |
$3.23K - $3.7K
|
1.66K
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
22+ 0.38% |
$3.23K - $3.7K
|
5.87K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
22+ 0.12% |
$3.23K - $3.7K
|
18.4K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.41% |
$3.23K - $3.7K
|
5.45K
$842K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
21New |
$3.08K - $3.53K
|
21
$3.24K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
21+ 0.48% |
$3.08K - $3.53K
|
4.4K
$679K
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
21+ 0.06% |
$3.08K - $3.53K
|
34.4K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21+ 0.82% |
$3.08K - $3.53K
|
2.57K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
21+ 0.82% |
$3.08K - $3.53K
|
2.57K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
20+ 0.77% |
$2.93K - $3.36K
|
2.62K
$404K
|