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
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.54K+ 121.25% |
$372K - $426K
|
4.63K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.54K+ 100.08% |
$372K - $426K
|
5.07K
$783K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.52K+ 9.7% |
$369K - $423K
|
28.5K
$4.4M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.52K+ 3.16% |
$369K - $422K
|
82K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.5K+ 7.37% |
$366K - $419K
|
36.4K
$5.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.49K+ 6.17% |
$365K - $418K
|
42.8K
$6.62M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.47KNew |
$363K - $415K
|
2.47K
$382K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.47K+ 32.32% |
$362K - $414K
|
10.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.46K+ 3.41% |
$361K - $413K
|
74.6K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.46K+ 5.74% |
$360K - $413K
|
45.2K
$6.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.43K+ 3.14% |
$356K - $407K
|
79.6K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.42K+ 12.88% |
$355K - $406K
|
21.2K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.42K+ 3.55% |
$355K - $406K
|
70.4K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.42K+ 174.37% |
$354K - $406K
|
3.8K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.41K+ 3.88% |
$354K - $405K
|
64.5K
$9.96M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.39K+ 32.06% |
$351K - $402K
|
9.85K
$1.52M
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.39K+ 72.07% |
$351K - $401K
|
5.71K
$881K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.37K+ 81.58% |
$348K - $399K
|
5.28K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.37K+ 6.49% |
$348K - $398K
|
38.9K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.37K+ 14.03% |
$348K - $398K
|
19.3K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$346K - $396K
|
2.36K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.35K+ 11.87% |
$345K - $395K
|
22.2K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 5.0% |
$345K - $395K
|
49.4K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.34KNew |
$344K - $394K
|
2.34K
$362K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2.34K+ 74.09% |
$344K - $393K
|
5.5K
$850K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
2.32K+ 10.35% |
$340K - $390K
|
24.7K
$3.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32K+ 2.04% |
$340K - $389K
|
116K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
2.32K+ 1.39% |
$340K - $389K
|
169K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.3K+ 13.75% |
$337K - $386K
|
19K
$2.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.28K+ 38.27% |
$334K - $382K
|
8.22K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.27K+ 14.27% |
$333K - $382K
|
18.2K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 70.4% |
$330K - $378K
|
5.45K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.24K+ 10.56% |
$328K - $376K
|
23.4K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.23K+ 1.91% |
$328K - $375K
|
119K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.23K+ 0.82% |
$327K - $374K
|
273K
$42.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.21K+ 48.58% |
$323K - $370K
|
6.74K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.2K+ 48.88% |
$323K - $370K
|
6.71K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.19K+ 1.7% |
$322K - $368K
|
131K
$20.3M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.19KNew |
$321K - $368K
|
2.19K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
2.19K+ 24.28% |
$321K - $367K
|
11.2K
$1.73M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.18KNew |
$319K - $366K
|
2.18K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.17K+ 15.55% |
$318K - $364K
|
16.1K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
2.17K+ 4.1% |
$318K - $364K
|
55K
$8.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.14K+ 10.1% |
$314K - $359K
|
23.3K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.14K+ 42.36% |
$314K - $359K
|
7.19K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.12K+ 2.19% |
$310K - $355K
|
98.7K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.1K+ 80.96% |
$308K - $353K
|
4.69K
$725K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.09K+ 5.47% |
$306K - $350K
|
40.2K
$6.21M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$322K
|