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 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-95- 2.2% |
$13.9K - $16K
|
4.22K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-95- 5.99% |
$13.9K - $16K
|
1.49K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-95- 1.85% |
$13.9K - $16K
|
5.05K
$779K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-95- 3.03% |
$13.9K - $16K
|
3.04K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-96- 1.09% |
$14.1K - $16.1K
|
8.74K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-97- 2.16% |
$14.2K - $16.3K
|
4.39K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 0.39% |
$14.2K - $16.3K
|
24.5K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-97- 0.03% |
$14.2K - $16.3K
|
326K
$50.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.33% |
$14.2K - $16.3K
|
29.3K
$4.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-99- 1.47% |
$14.5K - $16.6K
|
6.63K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-99- 3.02% |
$14.5K - $16.6K
|
3.18K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.76% |
$14.7K - $16.8K
|
13K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 1.85% |
$14.7K - $16.8K
|
5.31K
$820K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 0.77% |
$14.7K - $16.8K
|
12.9K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-100- 6.65% |
$14.7K - $16.8K
|
1.4K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.47% |
$14.7K - $16.8K
|
21.1K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.25% |
$14.7K - $16.8K
|
4.35K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.3% |
$14.7K - $16.8K
|
33.1K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 3.01% |
$14.7K - $16.8K
|
3.22K
$497K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-100- 2.96% |
$14.7K - $16.8K
|
3.27K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-103- 4.92% |
$15.1K - $17.3K
|
1.99K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 2.84% |
$15.3K - $17.5K
|
3.56K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-105- 2.41% |
$15.4K - $17.6K
|
4.26K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-105- 1.59% |
$15.4K - $17.6K
|
6.49K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-105- 0.57% |
$15.4K - $17.6K
|
18.5K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-106- 5.4% |
$15.6K - $17.8K
|
1.86K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-106- 4.01% |
$15.6K - $17.8K
|
2.54K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-107- 1.67% |
$15.7K - $18K
|
6.29K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-108- 5.58% |
$15.8K - $18.1K
|
1.83K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-109- 2.11% |
$16K - $18.3K
|
5.05K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-109- 0.05% |
$16K - $18.3K
|
236K
$36.5M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-109- 0.32% |
$16K - $18.3K
|
33.7K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-110- 1.22% |
$16.1K - $18.5K
|
8.9K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-110- 4.34% |
$16.1K - $18.5K
|
2.42K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-110- 0.6% |
$16.1K - $18.5K
|
18.1K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-111- 3.25% |
$16.3K - $18.6K
|
3.31K
$511K
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-111- 3.61% |
$16.3K - $18.6K
|
2.96K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-112- 6.12% |
$16.4K - $18.8K
|
1.72K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-112- 0.27% |
$16.4K - $18.8K
|
40.8K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-112- 0.44% |
$16.4K - $18.8K
|
25.1K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-112- 0.33% |
$16.4K - $18.8K
|
34.1K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-113- 1.76% |
$16.6K - $19K
|
6.3K
$974K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-113- 7.53% |
$16.6K - $19K
|
1.39K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-114- 1.13% |
$16.7K - $19.1K
|
9.99K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-115- 25.33% |
$16.9K - $19.3K
|
339
$52.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-115- 0.22% |
$16.9K - $19.3K
|
52.8K
$8.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 0.53% |
$16.9K - $19.3K
|
21.5K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-115- 0.35% |
$16.9K - $19.3K
|
32.7K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-116- 1.84% |
$17K - $19.5K
|
6.19K
$955K
|