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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-324- 0.35% |
$47.5K - $54.4K
|
93.1K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-324- 7.47% |
$47.5K - $54.4K
|
4.01K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-324- 2.79% |
$47.5K - $54.4K
|
11.3K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-324- 1.24% |
$47.5K - $54.4K
|
25.8K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-325- 1.58% |
$47.7K - $54.6K
|
20.3K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-325- 0.83% |
$47.7K - $54.6K
|
38.8K
$5.99M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-328- 12.11% |
$48.1K - $55.1K
|
2.38K
$368K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-329- 4.4% |
$48.3K - $55.3K
|
7.15K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-329- 1.12% |
$48.3K - $55.3K
|
29.1K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-330- 68.75% |
$48.4K - $55.4K
|
150
$23.2K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-332- 1.78% |
$48.7K - $55.8K
|
18.3K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-332- 15.58% |
$48.7K - $55.8K
|
1.8K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-333- 16.07% |
$48.9K - $55.9K
|
1.74K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-333- 2.22% |
$48.9K - $55.9K
|
14.6K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-333- 0.49% |
$48.9K - $55.9K
|
67.8K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-333- 15.22% |
$48.9K - $55.9K
|
1.86K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 4.52% |
$49K - $56.1K
|
7.06K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 0.84% |
$49.1K - $56.3K
|
39.8K
$6.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-336- 1.48% |
$49.3K - $56.4K
|
22.4K
$3.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-337- 6.81% |
$49.4K - $56.6K
|
4.61K
$713K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338- 12.86% |
$49.6K - $56.8K
|
2.29K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-339- 6.73% |
$49.7K - $56.9K
|
4.7K
$726K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-340- 0.49% |
$49.9K - $57.1K
|
69.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-340- 1.34% |
$49.9K - $57.1K
|
25K
$3.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-341- 6.56% |
$50K - $57.3K
|
4.86K
$750K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-342- 12.9% |
$50.2K - $57.4K
|
2.31K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-345- 19.79% |
$50.6K - $57.9K
|
1.4K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-345- 5.87% |
$50.6K - $57.9K
|
5.53K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-346- 0.85% |
$50.8K - $58.1K
|
40.2K
$6.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-349- 4.03% |
$51.2K - $58.6K
|
8.32K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-349- 0.69% |
$51.2K - $58.6K
|
50K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-349- 19.38% |
$51.2K - $58.6K
|
1.45K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 10.24% |
$51.3K - $58.8K
|
3.07K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 7.71% |
$51.3K - $58.8K
|
4.19K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 14.48% |
$51.3K - $58.8K
|
2.07K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 11.33% |
$51.3K - $58.8K
|
2.74K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-352- 5.33% |
$51.6K - $59.1K
|
6.26K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-355- 12.93% |
$52.1K - $59.6K
|
2.39K
$369K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-355- 1.94% |
$52.1K - $59.6K
|
17.9K
$2.76M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-355- 5.27% |
$52.1K - $59.6K
|
6.38K
$985K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-355- 3.7% |
$52.1K - $59.6K
|
9.23K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-357- 2.37% |
$52.4K - $60K
|
14.7K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-358- 2.33% |
$52.5K - $60.1K
|
15K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-358- 2.26% |
$52.5K - $60.1K
|
15.5K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-360- 1.45% |
$52.8K - $60.5K
|
24.5K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-361- 5.28% |
$53K - $60.6K
|
6.47K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-361- 5.33% |
$53K - $60.6K
|
6.41K
$990K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-363- 1.49% |
$53.3K - $61K
|
24K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-363- 0.93% |
$53.3K - $61K
|
38.8K
$6M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-365- 20.43% |
$53.5K - $61.3K
|
1.42K
$220K
|