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
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-50- 2.75% |
$7.34K - $8.4K
|
1.77K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50- 0.14% |
$7.34K - $8.4K
|
34.7K
$5.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-52- 1.77% |
$7.63K - $8.73K
|
2.89K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-52- 48.15% |
$7.63K - $8.73K
|
56
$8.65K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-53- 3.5% |
$7.78K - $8.9K
|
1.46K
$225K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-54- 1.15% |
$7.92K - $9.07K
|
4.65K
$718K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-55- 2.07% |
$8.07K - $9.24K
|
2.6K
$401K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-55- 0.36% |
$8.07K - $9.24K
|
15.3K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-55- 1.0% |
$8.07K - $9.24K
|
5.42K
$837K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-56- 0.13% |
$8.22K - $9.41K
|
44.5K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-57- 3.93% |
$8.36K - $9.57K
|
1.39K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-57- 0.68% |
$8.36K - $9.57K
|
8.28K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-57- 1.84% |
$8.36K - $9.57K
|
3.04K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 1.41% |
$8.51K - $9.74K
|
4.06K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-58- 2.62% |
$8.51K - $9.74K
|
2.15K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 0.73% |
$8.51K - $9.74K
|
7.85K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-59- 1.52% |
$8.66K - $9.91K
|
3.82K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-59- 2.71% |
$8.66K - $9.91K
|
2.12K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-59- 0.05% |
$8.66K - $9.91K
|
119K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-59- 3.14% |
$8.66K - $9.91K
|
1.82K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-60- 0.84% |
$8.8K - $10.1K
|
7.05K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-60- 0.57% |
$8.8K - $10.1K
|
10.4K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-61- 3.28% |
$8.95K - $10.2K
|
1.8K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-61- 0.74% |
$8.95K - $10.2K
|
8.18K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-61- 3.16% |
$8.95K - $10.2K
|
1.87K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-62- 2.43% |
$9.1K - $10.4K
|
2.49K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-62- 1.65% |
$9.1K - $10.4K
|
3.69K
$569K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-64- 2.1% |
$9.39K - $10.8K
|
2.99K
$462K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-64- 12.05% |
$9.39K - $10.8K
|
467
$72.1K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 1.05% |
$9.39K - $10.8K
|
6.04K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-64- 0.66% |
$9.39K - $10.8K
|
9.65K
$1.49M
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-65- 4.18% |
$9.54K - $10.9K
|
1.49K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-65- 0.74% |
$9.54K - $10.9K
|
8.76K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 4.01% |
$9.54K - $10.9K
|
1.56K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-65- 0.39% |
$9.54K - $10.9K
|
16.7K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-65- 0.42% |
$9.54K - $10.9K
|
15.3K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-66- 0.54% |
$9.68K - $11.1K
|
12.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-67- 4.77% |
$9.83K - $11.3K
|
1.34K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-67- 1.98% |
$9.83K - $11.3K
|
3.32K
$513K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-68- 4.73% |
$9.98K - $11.4K
|
1.37K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-68- 0.32% |
$9.98K - $11.4K
|
21.5K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-68- 4.44% |
$9.98K - $11.4K
|
1.46K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-68- 1.53% |
$9.98K - $11.4K
|
4.39K
$678K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-70- 3.25% |
$10.3K - $11.8K
|
2.08K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-70- 4.4% |
$10.3K - $11.8K
|
1.52K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-71- 4.21% |
$10.4K - $11.9K
|
1.62K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-71- 0.44% |
$10.4K - $11.9K
|
15.9K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-71- 1.48% |
$10.4K - $11.9K
|
4.73K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-71- 0.54% |
$10.4K - $11.9K
|
13K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-74- 1.41% |
$10.9K - $12.4K
|
5.16K
$797K
|