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 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-140- 0.71% |
$20.5K - $23.5K
|
19.6K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-141- 0.75% |
$20.7K - $23.7K
|
18.6K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-141- 1.15% |
$20.7K - $23.7K
|
12.1K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-143- 1.39% |
$21K - $24K
|
10.1K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-143- 2.12% |
$21K - $24K
|
6.6K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-145- 2.71% |
$21.3K - $24.4K
|
5.2K
$804K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-146- 3.09% |
$21.4K - $24.5K
|
4.58K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-147- 4.14% |
$21.6K - $24.7K
|
3.41K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-148- 0.91% |
$21.7K - $24.9K
|
16.1K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-148- 2.88% |
$21.7K - $24.9K
|
4.99K
$771K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-150- 1.31% |
$22K - $25.2K
|
11.3K
$1.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-150- 0.51% |
$22K - $25.2K
|
29.3K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 0.34% |
$22K - $25.2K
|
43.4K
$6.7M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-150- 10.0% |
$22K - $25.2K
|
1.35K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-150- 8.88% |
$22K - $25.2K
|
1.54K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 1.42% |
$22K - $25.2K
|
10.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-152- 1.06% |
$22.3K - $25.5K
|
14.2K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-154- 0.51% |
$22.6K - $25.9K
|
29.9K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-155- 1.23% |
$22.7K - $26K
|
12.5K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-156- 1.93% |
$22.9K - $26.2K
|
7.92K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-159- 5.84% |
$23.3K - $26.7K
|
2.57K
$396K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-160- 11.49% |
$23.5K - $26.9K
|
1.23K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-160- 1.55% |
$23.5K - $26.9K
|
10.2K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-160- 1.18% |
$23.5K - $26.9K
|
13.4K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-160- 56.54% |
$23.5K - $26.9K
|
123
$19K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-161- 7.94% |
$23.6K - $27K
|
1.87K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-162- 1.02% |
$23.8K - $27.2K
|
15.8K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-162- 8.97% |
$23.8K - $27.2K
|
1.65K
$254K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.6% |
$23.9K - $27.4K
|
6.12K
$945K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-163- 8.11% |
$23.9K - $27.4K
|
1.85K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-164- 0.76% |
$24.1K - $27.5K
|
21.4K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-168- 0.86% |
$24.6K - $28.2K
|
19.5K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-169- 4.7% |
$24.8K - $28.4K
|
3.43K
$530K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-169- 4.23% |
$24.8K - $28.4K
|
3.82K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-169- 3.81% |
$24.8K - $28.4K
|
4.27K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-170- 5.34% |
$24.9K - $28.6K
|
3.01K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-170- 8.41% |
$24.9K - $28.6K
|
1.85K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-171- 1.1% |
$25.1K - $28.7K
|
15.4K
$2.38M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-171- 1.29% |
$25.1K - $28.7K
|
13.1K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-172- 5.94% |
$25.2K - $28.9K
|
2.73K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-173- 3.14% |
$25.4K - $29.1K
|
5.33K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-173- 8.18% |
$25.4K - $29.1K
|
1.94K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-174- 12.14% |
$25.5K - $29.2K
|
1.26K
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-175- 9.6% |
$25.7K - $29.4K
|
1.65K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-175- 2.71% |
$25.7K - $29.4K
|
6.28K
$969K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-176- 2.62% |
$25.8K - $29.6K
|
6.53K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-178- 5.59% |
$26.1K - $29.9K
|
3.01K
$465K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-178- 0.91% |
$26.1K - $29.9K
|
19.4K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-179- 0.51% |
$26.3K - $30.1K
|
35K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-179- 10.67% |
$26.3K - $30.1K
|
1.5K
$232K
|