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 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
675+ 0.47% |
$99K - $113K
|
144K
$19.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
671+ 4.01% |
$98.4K - $113K
|
17.4K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
667+ 3.28% |
$97.9K - $112K
|
21K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
666+ 10.65% |
$97.7K - $112K
|
6.92K
$938K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
660+ 0.49% |
$96.8K - $111K
|
135K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
655+ 0.66% |
$96.1K - $110K
|
100K
$13.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
654+ 1.82% |
$95.9K - $110K
|
36.6K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
652+ 22.46% |
$95.7K - $110K
|
3.56K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
642+ 2.56% |
$94.2K - $108K
|
25.7K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
639+ 16.53% |
$93.7K - $107K
|
4.5K
$610K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
639+ 7.13% |
$93.7K - $107K
|
9.6K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
634+ 2.22% |
$93K - $106K
|
29.2K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
633+ 1.84% |
$92.9K - $106K
|
35K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
631+ 18.29% |
$92.6K - $106K
|
4.08K
$553K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
631+ 6.54% |
$92.6K - $106K
|
10.3K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
626+ 0.76% |
$91.8K - $105K
|
83K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
626+ 5.86% |
$91.8K - $105K
|
11.3K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
625+ 2.08% |
$91.7K - $105K
|
30.7K
$4.16M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
624+ 3.56% |
$91.5K - $105K
|
18.2K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
622+ 12.1% |
$91.3K - $104K
|
5.76K
$781K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
619+ 10.74% |
$90.8K - $104K
|
6.38K
$865K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
616+ 1.3% |
$90.4K - $103K
|
48K
$6.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
612+ 35.92% |
$89.8K - $103K
|
2.32K
$314K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
609+ 1.26% |
$89.3K - $102K
|
48.9K
$6.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
607+ 97.43% |
$89.1K - $102K
|
1.23K
$167K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
607+ 12.02% |
$89.1K - $102K
|
5.66K
$766K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
603+ 60300.0% |
$88.5K - $101K
|
604
$81.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
603+ 15.78% |
$88.5K - $101K
|
4.42K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
600+ 2.22% |
$88K - $101K
|
27.6K
$3.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 1.93% |
$87.7K - $100K
|
31.5K
$4.27M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
598+ 0.91% |
$87.7K - $100K
|
66.4K
$9M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
594New |
$87.1K - $99.8K
|
594
$80.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
593+ 1.16% |
$87K - $99.6K
|
51.8K
$7.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
591+ 4.55% |
$86.7K - $99.3K
|
13.6K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
590+ 15.99% |
$86.6K - $99.1K
|
4.28K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
588+ 1.51% |
$86.3K - $98.8K
|
39.6K
$5.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
586+ 2.08% |
$86K - $98.4K
|
28.8K
$3.9M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
586+ 3.3% |
$86K - $98.4K
|
18.3K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
583+ 4.43% |
$85.5K - $97.9K
|
13.8K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
582+ 0.93% |
$85.4K - $97.8K
|
63.3K
$8.58M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
582+ 0.77% |
$85.4K - $97.8K
|
75.8K
$10.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
571+ 9.49% |
$83.8K - $95.9K
|
6.59K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
569+ 9.17% |
$83.5K - $95.6K
|
6.77K
$918K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
568+ 2.27% |
$83.3K - $95.4K
|
25.6K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
567+ 25.16% |
$83.2K - $95.2K
|
2.82K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
567+ 9.31% |
$83.2K - $95.2K
|
6.66K
$902K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
560+ 0.68% |
$82.2K - $94.1K
|
82.5K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
550+ 4.1% |
$80.7K - $92.4K
|
14K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
549+ 0.46% |
$80.5K - $92.2K
|
119K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
549+ 15.98% |
$80.5K - $92.2K
|
3.98K
$540K
|