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 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-899- 3.51% |
$132K - $151K
|
24.7K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-901- 0.44% |
$132K - $151K
|
202K
$31.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-902- 12.97% |
$132K - $152K
|
6.05K
$934K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-912- 42.92% |
$134K - $153K
|
1.21K
$187K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-914- 0.41% |
$134K - $154K
|
224K
$34.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-918- 6.0% |
$135K - $154K
|
14.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-921- 8.56% |
$135K - $155K
|
9.84K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-922- 12.31% |
$135K - $155K
|
6.57K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-924- 2.75% |
$136K - $155K
|
32.6K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-926- 2.97% |
$136K - $156K
|
30.2K
$4.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-928- 13.45% |
$136K - $156K
|
5.97K
$922K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-928- 7.09% |
$136K - $156K
|
12.2K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-929- 74.14% |
$136K - $156K
|
324
$50K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-930- 4.49% |
$136K - $156K
|
19.8K
$3.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-936- 1.74% |
$137K - $157K
|
52.7K
$8.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-937- 9.84% |
$137K - $157K
|
8.59K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-937- 4.15% |
$137K - $157K
|
21.6K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-937- 8.07% |
$137K - $157K
|
10.7K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-939- 4.31% |
$138K - $158K
|
20.9K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-942- 19.28% |
$138K - $158K
|
3.95K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-943- 0.7% |
$138K - $158K
|
133K
$20.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 38.11% |
$139K - $159K
|
1.54K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-950- 0.85% |
$139K - $160K
|
111K
$17.2M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-955- 35.63% |
$140K - $160K
|
1.73K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-960- 13.68% |
$141K - $161K
|
6.06K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-963- 6.91% |
$141K - $162K
|
13K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-965- 1.7% |
$142K - $162K
|
56K
$8.64M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-975- 3.02% |
$143K - $164K
|
31.3K
$4.83M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-977- 7.62% |
$143K - $164K
|
11.8K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-980- 10.16% |
$144K - $165K
|
8.67K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-984- 11.98% |
$144K - $165K
|
7.23K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-984- 5.89% |
$144K - $165K
|
15.7K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-989- 2.93% |
$145K - $166K
|
32.7K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-990- 7.06% |
$145K - $166K
|
13K
$2.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-998- 2.55% |
$146K - $168K
|
38.2K
$5.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1K- 8.27% |
$147K - $168K
|
11.1K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 7.35% |
$147K - $168K
|
12.6K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1K- 25.89% |
$147K - $168K
|
2.86K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1K- 14.76% |
$147K - $168K
|
5.79K
$894K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 1.05% |
$149K - $170K
|
96K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.02K- 2.78% |
$149K - $171K
|
35.6K
$5.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.03K- 1.26% |
$151K - $173K
|
80.2K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.03K- 2.83% |
$151K - $173K
|
35.3K
$5.45M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 19.56% |
$151K - $173K
|
4.23K
$653K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.04K- 11.61% |
$152K - $174K
|
7.88K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.04K- 5.93% |
$153K - $175K
|
16.5K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 13.15% |
$153K - $176K
|
6.91K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.05K- 0.78% |
$154K - $177K
|
135K
$20.8M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.05K- 7.05% |
$155K - $177K
|
13.9K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.2% |
$155K - $177K
|
86.5K
$13.4M
|