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 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
545+ 13.4% |
$80K - $91.5K
|
4.61K
$625K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
542+ 3.24% |
$79.5K - $91K
|
17.3K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
542+ 5.03% |
$79.5K - $91K
|
11.3K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
540+ 5.08% |
$79.2K - $90.7K
|
11.2K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
539+ 3.53% |
$79.1K - $90.5K
|
15.8K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
539+ 5.77% |
$79.1K - $90.5K
|
9.89K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
536+ 0.45% |
$78.6K - $90K
|
120K
$16.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
536+ 19.03% |
$78.6K - $90K
|
3.35K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
533+ 17.13% |
$78.2K - $89.5K
|
3.64K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
532+ 0.76% |
$78K - $89.4K
|
70.6K
$9.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
528New |
$77.5K - $88.7K
|
528
$71.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
526+ 9.83% |
$77.2K - $88.4K
|
5.88K
$796K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
523+ 0.51% |
$76.7K - $87.8K
|
102K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
522+ 0.52% |
$76.6K - $87.7K
|
100K
$13.6M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
519+ 0.45% |
$76.1K - $87.2K
|
116K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
516+ 7.27% |
$75.7K - $86.7K
|
7.61K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
515+ 0.46% |
$75.6K - $86.5K
|
113K
$15.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
513+ 16.93% |
$75.3K - $86.2K
|
3.54K
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
512+ 11.6% |
$75.1K - $86K
|
4.92K
$667K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
512+ 4.3% |
$75.1K - $86K
|
12.4K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
511+ 21.08% |
$75K - $85.8K
|
2.94K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
510+ 4.54% |
$74.8K - $85.7K
|
11.7K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
508+ 11.27% |
$74.5K - $85.3K
|
5.02K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
507+ 2.9% |
$74.4K - $85.2K
|
18K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
503+ 2.97% |
$73.8K - $84.5K
|
17.4K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
500+ 2.79% |
$73.4K - $84K
|
18.4K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
499+ 28.91% |
$73.2K - $83.8K
|
2.23K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
499+ 3.0% |
$73.2K - $83.8K
|
17.2K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
495+ 11.4% |
$72.6K - $83.1K
|
4.84K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
495+ 9.09% |
$72.6K - $83.1K
|
5.94K
$805K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
491+ 0.28% |
$72K - $82.5K
|
174K
$23.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
490+ 34.75% |
$71.9K - $82.3K
|
1.9K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
487+ 43.68% |
$71.4K - $81.8K
|
1.6K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
485+ 9.1% |
$71.2K - $81.5K
|
5.81K
$788K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
483+ 18.72% |
$70.9K - $81.1K
|
3.06K
$415K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
482+ 6.57% |
$70.7K - $81K
|
7.82K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
481+ 15.29% |
$70.6K - $80.8K
|
3.63K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
480+ 24.38% |
$70.4K - $80.6K
|
2.45K
$332K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
478+ 6.14% |
$70.1K - $80.3K
|
8.27K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
474+ 2.23% |
$69.5K - $79.6K
|
21.8K
$2.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
473+ 4.71% |
$69.4K - $79.4K
|
10.5K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
471+ 6.6% |
$69.1K - $79.1K
|
7.61K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
469+ 1.13% |
$68.8K - $78.8K
|
41.9K
$5.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
469+ 3.04% |
$68.8K - $78.8K
|
15.9K
$2.15M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
466+ 1.98% |
$68.4K - $78.3K
|
24K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
465+ 30.92% |
$68.2K - $78.1K
|
1.97K
$267K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
464+ 25.75% |
$68.1K - $77.9K
|
2.27K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
464+ 9.44% |
$68.1K - $77.9K
|
5.38K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 714.06% |
$67K - $76.8K
|
521
$70.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
457+ 3.06% |
$67K - $76.8K
|
15.4K
$2.09M
|