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 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.07K+ 1.6% |
$156K - $179K
|
67.4K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.06K+ 7.92% |
$156K - $178K
|
14.5K
$2.23M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.06K+ 3.74% |
$156K - $178K
|
29.4K
$4.54M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.05K+ 4.15% |
$154K - $176K
|
26.4K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.05K+ 7.01% |
$154K - $176K
|
16K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.05K+ 6.17% |
$153K - $176K
|
18K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.05KNew |
$153K - $176K
|
1.05K
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 17.4% |
$152K - $175K
|
7.01K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
1.04K+ 19.72% |
$152K - $175K
|
6.31K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.03K+ 3.57% |
$152K - $174K
|
30K
$4.63M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.03K+ 3.55% |
$152K - $174K
|
30.1K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
1.03K+ 4.62% |
$152K - $174K
|
23.4K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 4.65% |
$151K - $173K
|
23.2K
$3.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.03K+ 6.0% |
$151K - $173K
|
18.2K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.03K+ 23.91% |
$151K - $172K
|
5.32K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.02K+ 7.23% |
$150K - $172K
|
15.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
1.02K+ 5.22% |
$150K - $171K
|
20.6K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.02K+ 31.52% |
$149K - $171K
|
4.24K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.01K+ 6.08% |
$148K - $170K
|
17.6K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1KNew |
$147K - $168K
|
1K
$154K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1K+ 22.66% |
$147K - $168K
|
5.41K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1K+ 13.86% |
$147K - $168K
|
8.22K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Vpr Management LLC
Houston, TX |
BUY
|
- |
1K+ 37.04% |
$147K - $168K
|
3.7K
$571K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
993+ 0.9% |
$146K - $167K
|
111K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
990+ 81.35% |
$145K - $166K
|
2.21K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
988+ 33.45% |
$145K - $166K
|
3.94K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
984+ 10.24% |
$144K - $165K
|
10.6K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
983+ 28.88% |
$144K - $165K
|
4.39K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
979+ 4.55% |
$144K - $164K
|
22.5K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
977+ 19.01% |
$143K - $164K
|
6.12K
$945K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
976+ 14.79% |
$143K - $164K
|
7.58K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
966+ 4.29% |
$142K - $162K
|
23.5K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
961+ 21.35% |
$141K - $161K
|
5.46K
$844K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
959+ 6.61% |
$141K - $161K
|
15.5K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
959+ 2.56% |
$141K - $161K
|
38.4K
$5.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
953+ 1.86% |
$140K - $160K
|
52.3K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
953+ 4.48% |
$140K - $160K
|
22.2K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
950New |
$139K - $160K
|
950
$147K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
950+ 20.35% |
$139K - $160K
|
5.62K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
950+ 15.44% |
$139K - $160K
|
7.1K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
948+ 6.66% |
$139K - $159K
|
15.2K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
942+ 15.19% |
$138K - $158K
|
7.14K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
940+ 3.33% |
$138K - $158K
|
29.2K
$4.51M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
934+ 6.7% |
$137K - $157K
|
14.9K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 9.37% |
$137K - $157K
|
10.9K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
929New |
$136K - $156K
|
929
$143K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
929+ 1.51% |
$136K - $156K
|
62.5K
$9.65M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
928+ 2.72% |
$136K - $156K
|
35K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
923+ 5.91% |
$135K - $155K
|
16.5K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
923+ 10.02% |
$135K - $155K
|
10.1K
$1.57M
|