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 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
338+ 9.49% |
$49.6K - $56.8K
|
3.9K
$529K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
335+ 3.27% |
$49.1K - $56.3K
|
10.6K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
333+ 6.21% |
$48.9K - $55.9K
|
5.69K
$771K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
333+ 2.1% |
$48.9K - $55.9K
|
16.2K
$2.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
329+ 7.36% |
$48.3K - $55.3K
|
4.8K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
325+ 2.63% |
$47.7K - $54.6K
|
12.7K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
322+ 5.17% |
$47.2K - $54.1K
|
6.56K
$888K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
320+ 60.61% |
$46.9K - $53.8K
|
848
$115K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
320+ 3.93% |
$46.9K - $53.8K
|
8.46K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
318+ 33.76% |
$46.7K - $53.4K
|
1.26K
$171K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
318+ 15.3% |
$46.7K - $53.4K
|
2.4K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
318+ 9.75% |
$46.7K - $53.4K
|
3.58K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
BUY
|
- |
316+ 2.94% |
$46.4K - $53.1K
|
11.1K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
316+ 5.11% |
$46.4K - $53.1K
|
6.51K
$881K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
315+ 17.72% |
$46.2K - $52.9K
|
2.09K
$284K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
312+ 13.73% |
$45.8K - $52.4K
|
2.58K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
309+ 271.05% |
$45.3K - $51.9K
|
423
$57.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
308+ 3.78% |
$45.2K - $51.7K
|
8.46K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
307+ 12.15% |
$45K - $51.6K
|
2.83K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
306+ 6.09% |
$44.9K - $51.4K
|
5.33K
$722K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
305+ 12.2% |
$44.7K - $51.2K
|
2.81K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
303+ 38.21% |
$44.5K - $50.9K
|
1.1K
$149K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.32% |
$44.5K - $50.9K
|
23.2K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
302+ 0.49% |
$44.3K - $50.7K
|
62.1K
$8.41M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
302+ 5.94% |
$44.3K - $50.7K
|
5.39K
$730K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
302+ 12.66% |
$44.3K - $50.7K
|
2.69K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
300+ 0.48% |
$44K - $50.4K
|
63K
$8.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
300+ 5.3% |
$44K - $50.4K
|
5.96K
$808K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
296+ 7.47% |
$43.4K - $49.7K
|
4.26K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
295+ 3.68% |
$43.3K - $49.6K
|
8.31K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
295+ 4.76% |
$43.3K - $49.6K
|
6.49K
$879K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
294+ 16.44% |
$43.1K - $49.4K
|
2.08K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
293+ 18.45% |
$43K - $49.2K
|
1.88K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
292+ 20.69% |
$42.8K - $49K
|
1.7K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
289+ 1.29% |
$42.4K - $48.5K
|
22.7K
$3.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
286+ 16.33% |
$42K - $48K
|
2.04K
$276K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286+ 6.94% |
$42K - $48K
|
4.41K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
BUY
|
- |
285+ 9.5% |
$41.8K - $47.9K
|
3.29K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
285+ 7.4% |
$41.8K - $47.9K
|
4.14K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
284+ 11.66% |
$41.7K - $47.7K
|
2.72K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
279+ 3.68% |
$40.9K - $46.9K
|
7.86K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
279+ 0.15% |
$40.9K - $46.9K
|
186K
$25.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278+ 6.6% |
$40.8K - $46.7K
|
4.49K
$609K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
275+ 17.94% |
$40.3K - $46.2K
|
1.81K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
273+ 19.43% |
$40.1K - $45.9K
|
1.68K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$39.8K - $45.5K
|
271
$36.7K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
271+ 6.13% |
$39.8K - $45.5K
|
4.69K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
267+ 8.6% |
$39.2K - $44.8K
|
3.37K
$457K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
267+ 0.42% |
$39.2K - $44.8K
|
63.8K
$8.64M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
266+ 1.52% |
$39K - $44.7K
|
17.8K
$2.42M
|