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 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$734 - $840
|
55K
$8.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.03% |
$734 - $840
|
16.7K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$734 - $840
|
6.11K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-5- 0.04% |
$734 - $840
|
12.5K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 0.81% |
$880 - $1.01K
|
736
$114K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.02% |
$880 - $1.01K
|
24.4K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-6- 0.15% |
$880 - $1.01K
|
4.05K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-6- 0.23% |
$880 - $1.01K
|
2.57K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-7- 0.12% |
$1.03K - $1.18K
|
5.79K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.14% |
$1.03K - $1.18K
|
5.07K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7- 2.06% |
$1.03K - $1.18K
|
333
$51.4K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.04% |
$1.03K - $1.18K
|
18.9K
$2.92M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7- 0.18% |
$1.03K - $1.18K
|
3.8K
$587K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-8- 0.15% |
$1.17K - $1.34K
|
5.25K
$811K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-8- 0.3% |
$1.17K - $1.34K
|
2.7K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9- 0.08% |
$1.32K - $1.51K
|
11.1K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-9- 0.36% |
$1.32K - $1.51K
|
2.51K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 11.11% |
$1.32K - $1.51K
|
72
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9- 0.39% |
$1.32K - $1.51K
|
2.31K
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10- 0.65% |
$1.47K - $1.68K
|
1.53K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-10- 1.55% |
$1.47K - $1.68K
|
634
$97.9K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-10- 0.26% |
$1.47K - $1.68K
|
3.9K
$602K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-10- 0.12% |
$1.47K - $1.68K
|
8.41K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-11- 0.64% |
$1.61K - $1.85K
|
1.72K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.49% |
$1.61K - $1.85K
|
2.22K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11- 0.27% |
$1.61K - $1.85K
|
4.11K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-12- 0.1% |
$1.76K - $2.02K
|
12.5K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 4.2% |
$1.76K - $2.02K
|
274
$42.3K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-12- 0.88% |
$1.76K - $2.02K
|
1.35K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-13- 0.2% |
$1.91K - $2.18K
|
6.42K
$991K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-14- 0.17% |
$2.05K - $2.35K
|
8.05K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.92% |
$2.05K - $2.35K
|
1.5K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-14- 0.2% |
$2.05K - $2.35K
|
7.15K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-14- 0.33% |
$2.05K - $2.35K
|
4.21K
$650K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-14- 0.07% |
$2.05K - $2.35K
|
18.8K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.4% |
$2.05K - $2.35K
|
3.48K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-14- 0.73% |
$2.05K - $2.35K
|
1.91K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.44% |
$2.2K - $2.52K
|
3.36K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-15- 0.08% |
$2.2K - $2.52K
|
19.3K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.01% |
$2.35K - $2.69K
|
114K
$17.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-16- 0.83% |
$2.35K - $2.69K
|
1.92K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-16- 0.33% |
$2.35K - $2.69K
|
4.9K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-16- 0.53% |
$2.35K - $2.69K
|
2.98K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-16- 0.64% |
$2.35K - $2.69K
|
2.5K
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-17- 0.28% |
$2.49K - $2.86K
|
5.99K
$926K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 1.22% |
$2.49K - $2.86K
|
1.38K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-17- 0.05% |
$2.49K - $2.86K
|
36K
$5.56M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-17- 0.58% |
$2.49K - $2.86K
|
2.91K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-17- 0.61% |
$2.49K - $2.86K
|
2.78K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-17- 77.27% |
$2.49K - $2.86K
|
5
$772
|