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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
891+ 3.49% |
$131K - $150K
|
26.4K
$3.58M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
887+ 10.31% |
$130K - $149K
|
9.49K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
887+ 3.06% |
$130K - $149K
|
29.8K
$4.04M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
886New |
$130K - $149K
|
886
$120K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
885+ 61.63% |
$130K - $149K
|
2.32K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
884+ 15.64% |
$130K - $148K
|
6.54K
$886K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 6.0% |
$129K - $148K
|
15.6K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$146K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
875+ 7.37% |
$128K - $147K
|
12.7K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
875+ 2.77% |
$128K - $147K
|
32.5K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
850+ 3.09% |
$125K - $143K
|
28.3K
$3.84M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
841New |
$123K - $141K
|
841
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
834+ 45.23% |
$122K - $140K
|
2.68K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 3.17% |
$122K - $140K
|
27.1K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
823+ 3.47% |
$121K - $138K
|
24.5K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
813+ 6.27% |
$119K - $137K
|
13.8K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
800+ 12.92% |
$117K - $134K
|
6.99K
$947K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
798+ 3.61% |
$117K - $134K
|
22.9K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
782+ 27.58% |
$115K - $131K
|
3.62K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
776+ 13.83% |
$114K - $130K
|
6.39K
$866K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
775+ 13.16% |
$114K - $130K
|
6.67K
$903K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
775+ 11.27% |
$114K - $130K
|
7.65K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
774+ 1.28% |
$114K - $130K
|
61.1K
$8.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
773+ 17.64% |
$113K - $130K
|
5.16K
$699K
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
771+ 0.39% |
$113K - $130K
|
201K
$27.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
769+ 26.52% |
$113K - $129K
|
3.67K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
762+ 7.13% |
$112K - $128K
|
11.5K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
756+ 0.6% |
$111K - $127K
|
127K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
751+ 9.65% |
$110K - $126K
|
8.53K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
751+ 9.01% |
$110K - $126K
|
9.09K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
745+ 0.43% |
$109K - $125K
|
173K
$23.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
740+ 23.63% |
$109K - $124K
|
3.87K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
736+ 3.86% |
$108K - $124K
|
19.8K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
734+ 3.42% |
$108K - $123K
|
22.2K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
734+ 50.45% |
$108K - $123K
|
2.19K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
731+ 5.5% |
$107K - $123K
|
14K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 3.56% |
$107K - $123K
|
21.2K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
712New |
$104K - $120K
|
712
$96.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
704New |
$103K - $118K
|
704
$95.4K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
703+ 2.5% |
$103K - $118K
|
28.9K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
699New |
$103K - $117K
|
699
$94.7K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
699+ 1.16% |
$103K - $117K
|
60.9K
$8.25M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
695+ 5.21% |
$102K - $117K
|
14K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
692+ 12.46% |
$102K - $116K
|
6.25K
$846K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
690+ 5.14% |
$101K - $116K
|
14.1K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
689+ 5.86% |
$101K - $116K
|
12.5K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
688+ 3.0% |
$101K - $116K
|
23.7K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
680+ 4.34% |
$99.8K - $114K
|
16.4K
$2.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
677+ 6.19% |
$99.3K - $114K
|
11.6K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
676+ 1.96% |
$99.2K - $114K
|
35.2K
$4.77M
|