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 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-754- 5.04% |
$111K - $127K
|
14.2K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-760- 3.31% |
$111K - $128K
|
22.2K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-767- 2.59% |
$113K - $129K
|
28.9K
$4.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-768- 1.58% |
$113K - $129K
|
47.9K
$7.4M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-769- 1.75% |
$113K - $129K
|
43.2K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-772- 1.79% |
$113K - $130K
|
42.3K
$6.53M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-775- 24.38% |
$114K - $130K
|
2.4K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-781- 1.52% |
$115K - $131K
|
50.7K
$7.83M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-782- 2.32% |
$115K - $131K
|
32.9K
$5.08M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-785- 0.38% |
$115K - $132K
|
204K
$31.5M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-785- 9.62% |
$115K - $132K
|
7.38K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-790- 28.62% |
$116K - $133K
|
1.97K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-793- 19.76% |
$116K - $133K
|
3.22K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-810- 2.5% |
$119K - $136K
|
31.6K
$4.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-811- 2.89% |
$119K - $136K
|
27.2K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-812- 11.04% |
$119K - $136K
|
6.54K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-813- 8.47% |
$119K - $137K
|
8.79K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-815- 3.86% |
$120K - $137K
|
20.3K
$3.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-829- 21.75% |
$122K - $139K
|
2.98K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-832- 6.45% |
$122K - $140K
|
12.1K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-836- 0.46% |
$123K - $140K
|
183K
$28.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-838- 1.48% |
$123K - $141K
|
56K
$8.64M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-838- 7.81% |
$123K - $141K
|
9.89K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-839- 6.43% |
$123K - $141K
|
12.2K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-839- 6.86% |
$123K - $141K
|
11.4K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-840- 7.61% |
$123K - $141K
|
10.2K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-842- 2.32% |
$124K - $141K
|
35.5K
$5.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-848- 13.49% |
$124K - $142K
|
5.44K
$840K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-848- 39.37% |
$124K - $142K
|
1.31K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-851- 2.48% |
$125K - $143K
|
33.4K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-851- 3.45% |
$125K - $143K
|
23.8K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-852- 10.75% |
$125K - $143K
|
7.08K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-855- 12.97% |
$125K - $144K
|
5.74K
$886K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-867- 8.31% |
$127K - $146K
|
9.57K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-869- 11.89% |
$127K - $146K
|
6.44K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-870- 13.15% |
$128K - $146K
|
5.75K
$888K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-873- 15.95% |
$128K - $147K
|
4.6K
$711K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-874- 9.22% |
$128K - $147K
|
8.61K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-874- 11.47% |
$128K - $147K
|
6.75K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-876- 6.02% |
$129K - $147K
|
13.7K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-878- 2.07% |
$129K - $147K
|
41.6K
$6.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-883- 0.92% |
$130K - $148K
|
94.8K
$14.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-884- 5.89% |
$130K - $148K
|
14.1K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-890- 1.52% |
$131K - $149K
|
57.5K
$8.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-893- 2.32% |
$131K - $150K
|
37.6K
$5.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-894- 40.07% |
$131K - $150K
|
1.34K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-894- 2.08% |
$131K - $150K
|
42K
$6.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-895- 15.69% |
$131K - $150K
|
4.81K
$743K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-898- 1.44% |
$132K - $151K
|
61.4K
$9.48M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-898- 12.21% |
$132K - $151K
|
6.46K
$997K
|