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 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
264+ 13.22% |
$38.7K - $44.3K
|
2.26K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
264+ 1.04% |
$38.7K - $44.3K
|
25.7K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
264+ 5.9% |
$38.7K - $44.3K
|
4.74K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
263+ 4.99% |
$38.6K - $44.2K
|
5.54K
$750K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
263+ 1.0% |
$38.6K - $44.2K
|
26.6K
$3.61M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
263+ 0.44% |
$38.6K - $44.2K
|
60.6K
$8.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
262+ 8.57% |
$38.4K - $44K
|
3.32K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
260+ 3.13% |
$38.1K - $43.7K
|
8.57K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
260+ 7.39% |
$38.1K - $43.7K
|
3.78K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
258+ 36.39% |
$37.9K - $43.3K
|
967
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
255+ 0.81% |
$37.4K - $42.8K
|
31.9K
$4.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
253+ 3.35% |
$37.1K - $42.5K
|
7.81K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
253+ 11.35% |
$37.1K - $42.5K
|
2.48K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
251+ 3.54% |
$36.8K - $42.2K
|
7.33K
$994K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
251+ 2.11% |
$36.8K - $42.2K
|
12.1K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
251+ 4.13% |
$36.8K - $42.2K
|
6.32K
$857K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
250+ 5.91% |
$36.7K - $42K
|
4.48K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
249+ 9.71% |
$36.5K - $41.8K
|
2.81K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
248+ 8.31% |
$36.4K - $41.7K
|
3.23K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
247+ 3.35% |
$36.2K - $41.5K
|
7.63K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
246+ 5.0% |
$36.1K - $41.3K
|
5.16K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
246+ 7.84% |
$36.1K - $41.3K
|
3.38K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
245+ 0.49% |
$35.9K - $41.2K
|
50.3K
$6.82M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
243+ 3.16% |
$35.7K - $40.8K
|
7.93K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
241+ 14.25% |
$35.4K - $40.5K
|
1.93K
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
236+ 11.45% |
$34.6K - $39.6K
|
2.3K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
236+ 0.29% |
$34.6K - $39.6K
|
82.2K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
235+ 0.49% |
$34.5K - $39.5K
|
48.7K
$6.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
234New |
$34.3K - $39.3K
|
234
$31.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
232+ 5.88% |
$34K - $39K
|
4.18K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
231+ 2.38% |
$33.9K - $38.8K
|
9.92K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
230+ 7.64% |
$33.7K - $38.6K
|
3.24K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
228+ 5.85% |
$33.4K - $38.3K
|
4.12K
$559K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
225+ 13.24% |
$33K - $37.8K
|
1.92K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
225+ 4.72% |
$33K - $37.8K
|
4.99K
$676K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
225+ 7.0% |
$33K - $37.8K
|
3.44K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
225+ 6.83% |
$33K - $37.8K
|
3.52K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
223+ 0.93% |
$32.7K - $37.5K
|
24.1K
$3.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
223+ 0.46% |
$32.7K - $37.5K
|
48.6K
$6.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
222+ 8.15% |
$32.6K - $37.3K
|
2.95K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
221+ 0.54% |
$32.4K - $37.1K
|
41.2K
$5.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
219+ 7.48% |
$32.1K - $36.8K
|
3.15K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
219+ 1.84% |
$32.1K - $36.8K
|
12.1K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
219+ 10.25% |
$32.1K - $36.8K
|
2.36K
$319K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
218+ 3.48% |
$32K - $36.6K
|
6.49K
$879K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
218+ 78.7% |
$32K - $36.6K
|
495
$67.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
217+ 16.0% |
$31.8K - $36.4K
|
1.57K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
215+ 11.16% |
$31.5K - $36.1K
|
2.14K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
215+ 1.89% |
$31.5K - $36.1K
|
11.6K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
212+ 7.41% |
$31.1K - $35.6K
|
3.07K
$417K
|