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
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.64K - $3.02K
|
2.99K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-18- 0.55% |
$2.64K - $3.02K
|
3.24K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-19- 11.24% |
$2.79K - $3.19K
|
150
$23.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-19- 0.97% |
$2.79K - $3.19K
|
1.95K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-19- 0.74% |
$2.79K - $3.19K
|
2.55K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19- 1.18% |
$2.79K - $3.19K
|
1.59K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.34% |
$2.79K - $3.19K
|
5.57K
$860K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-19- 0.87% |
$2.79K - $3.19K
|
2.18K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-19- 0.29% |
$2.79K - $3.19K
|
6.61K
$1.02M
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-19- 1.03% |
$2.79K - $3.19K
|
1.83K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-20- 0.27% |
$2.93K - $3.36K
|
7.28K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-20- 0.56% |
$2.93K - $3.36K
|
3.58K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-20- 1.08% |
$2.93K - $3.36K
|
1.83K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-20- 0.87% |
$2.93K - $3.36K
|
2.29K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-20- 1.04% |
$2.93K - $3.36K
|
1.9K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-20- 0.74% |
$2.93K - $3.36K
|
2.69K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-21- 0.03% |
$3.08K - $3.53K
|
82.5K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-21- 0.28% |
$3.08K - $3.53K
|
7.55K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-22- 1.06% |
$3.23K - $3.7K
|
2.06K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-23- 0.27% |
$3.37K - $3.86K
|
8.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-23- 0.52% |
$3.37K - $3.86K
|
4.43K
$684K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.96% |
$3.52K - $4.03K
|
2.47K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-24- 0.2% |
$3.52K - $4.03K
|
12.2K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-25- 0.43% |
$3.67K - $4.2K
|
5.79K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 1.26% |
$3.67K - $4.2K
|
1.97K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-25- 0.75% |
$3.67K - $4.2K
|
3.33K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-25- 1.59% |
$3.67K - $4.2K
|
1.55K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-25- 0.02% |
$3.67K - $4.2K
|
131K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-25- 0.39% |
$3.67K - $4.2K
|
6.46K
$998K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26- 0.54% |
$3.81K - $4.37K
|
4.81K
$743K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 0.23% |
$3.81K - $4.37K
|
11.5K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-26- 0.84% |
$3.81K - $4.37K
|
3.09K
$476K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-27- 0.15% |
$3.96K - $4.54K
|
17.7K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-27- 0.39% |
$3.96K - $4.54K
|
6.98K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-28- 1.43% |
$4.11K - $4.7K
|
1.93K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-28- 1.28% |
$4.11K - $4.7K
|
2.16K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-30- 4.1% |
$4.4K - $5.04K
|
702
$108K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30- 1.53% |
$4.4K - $5.04K
|
1.94K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-30- 1.42% |
$4.4K - $5.04K
|
2.08K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-31- 1.41% |
$4.55K - $5.21K
|
2.16K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-31- 1.35% |
$4.55K - $5.21K
|
2.27K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-32- 1.73% |
$4.69K - $5.38K
|
1.81K
$280K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-32- 0.57% |
$4.69K - $5.38K
|
5.59K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-33- 0.55% |
$4.84K - $5.54K
|
5.97K
$923K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-34- 0.89% |
$4.99K - $5.71K
|
3.79K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-34- 0.16% |
$4.99K - $5.71K
|
21.4K
$3.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-35- 2.78% |
$5.13K - $5.88K
|
1.23K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-35- 0.17% |
$5.13K - $5.88K
|
20.2K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-36- 2.41% |
$5.28K - $6.05K
|
1.46K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 1.59% |
$5.43K - $6.21K
|
2.29K
$353K
|