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 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
452+ 4.6% |
$66.3K - $75.9K
|
10.3K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
447+ 2.08% |
$65.6K - $75.1K
|
22K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
441+ 7.74% |
$64.7K - $74.1K
|
6.14K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
441+ 6.09% |
$64.7K - $74.1K
|
7.69K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
439+ 3.23% |
$64.4K - $73.7K
|
14K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
433+ 7.7% |
$63.5K - $72.7K
|
6.06K
$821K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
432+ 12.49% |
$63.4K - $72.6K
|
3.89K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
432+ 6.67% |
$63.4K - $72.6K
|
6.91K
$937K
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
430+ 2.94% |
$63.1K - $72.2K
|
15.1K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
427+ 12.06% |
$62.6K - $71.7K
|
3.97K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
425+ 13.72% |
$62.4K - $71.4K
|
3.52K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
425+ 13.47% |
$62.4K - $71.4K
|
3.58K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
423+ 1.62% |
$62.1K - $71.1K
|
26.6K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
422+ 19.07% |
$61.9K - $70.9K
|
2.64K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
419+ 7.03% |
$61.5K - $70.4K
|
6.38K
$864K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
418+ 1.24% |
$61.3K - $70.2K
|
34.1K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
416+ 5.42% |
$61K - $69.9K
|
8.09K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
416+ 0.94% |
$61K - $69.9K
|
44.5K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
414+ 3.33% |
$60.7K - $69.5K
|
12.9K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
414+ 1.35% |
$60.7K - $69.5K
|
31.1K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
411+ 12.56% |
$60.3K - $69K
|
3.68K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
410+ 10.67% |
$60.2K - $68.9K
|
4.25K
$576K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
405+ 10.27% |
$59.4K - $68K
|
4.35K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
403+ 11.01% |
$59.1K - $67.7K
|
4.06K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 2.85% |
$58.7K - $67.2K
|
14.4K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
396+ 11.84% |
$58.1K - $66.5K
|
3.74K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
396+ 13.92% |
$58.1K - $66.5K
|
3.24K
$439K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
389+ 2.04% |
$57.1K - $65.3K
|
19.4K
$2.63M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
388+ 18.68% |
$56.9K - $65.2K
|
2.47K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
382+ 1.73% |
$56K - $64.2K
|
22.5K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
376+ 529.58% |
$55.2K - $63.2K
|
447
$60.6K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
375+ 4.83% |
$55K - $63K
|
8.13K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
374+ 1.84% |
$54.9K - $62.8K
|
20.7K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
371+ 6.54% |
$54.4K - $62.3K
|
6.04K
$819K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
367+ 5.41% |
$53.8K - $61.6K
|
7.15K
$969K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
367+ 6.14% |
$53.8K - $61.6K
|
6.34K
$859K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
367New |
$53.8K - $61.6K
|
367
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
365+ 1.68% |
$53.5K - $61.3K
|
22.1K
$2.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
364+ 2.47% |
$53.4K - $61.1K
|
15.1K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
363+ 4.1% |
$53.3K - $61K
|
9.22K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
363+ 4.73% |
$53.3K - $61K
|
8.04K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
358+ 1.68% |
$52.5K - $60.1K
|
21.7K
$2.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
356+ 8.08% |
$52.2K - $59.8K
|
4.76K
$646K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
354+ 9.36% |
$51.9K - $59.5K
|
4.14K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
347+ 19.6% |
$50.9K - $58.3K
|
2.12K
$287K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
347+ 5.88% |
$50.9K - $58.3K
|
6.25K
$847K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
346+ 0.9% |
$50.8K - $58.1K
|
38.7K
$5.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
BUY
|
- |
344+ 0.16% |
$50.5K - $57.8K
|
221K
$30M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
343+ 13.52% |
$50.3K - $57.6K
|
2.88K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
342+ 1.51% |
$50.2K - $57.4K
|
22.9K
$3.11M
|