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 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.18K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$587 - $672
|
12.8K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.24K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$587 - $672
|
561
$86.6K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 0.84% |
$587 - $672
|
483
$74.6K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.82K
$436K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.86K
$442K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.62K
$249K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.23% |
$587 - $672
|
1.72K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.08% |
$587 - $672
|
5.29K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.95K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.89K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.84K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.12% |
$587 - $672
|
360
$55.6K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.6K
$247K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.09% |
$587 - $672
|
4.55K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$440 - $504
|
2.7K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.08% |
$440 - $504
|
3.99K
$616K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.94% |
$440 - $504
|
323
$49.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3+ 0.03% |
$440 - $504
|
10.3K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$440 - $504
|
8.85K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$440 - $504
|
1.74K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3New |
$440 - $504
|
3
$463
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3+ 0.13% |
$440 - $504
|
2.27K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3+ 0.01% |
$440 - $504
|
27.7K
$4.27M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
3+ 0.14% |
$440 - $504
|
2.09K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3+ 0.16% |
$440 - $504
|
1.86K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.85% |
$293 - $336
|
238
$36.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$293 - $336
|
35.4K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.85K
$749K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2+ 0.1% |
$293 - $336
|
2.08K
$321K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
2+ 0.05% |
$293 - $336
|
4.09K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.84K
$747K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$51.1K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$293 - $336
|
13.1K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.47% |
$293 - $336
|
425
$65.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.03% |
$293 - $336
|
5.78K
$892K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$293 - $336
|
1.29K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.47% |
$147 - $168
|
69
$10.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
1.9K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
14.3K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.43K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $168
|
4.38K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.5K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.19% |
$147 - $168
|
518
$80K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
15.1K
$2.34M
|