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 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
212+ 1.23% |
$31.1K - $35.6K
|
17.5K
$2.36M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
210+ 6.06% |
$30.8K - $35.3K
|
3.67K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
208+ 0.52% |
$30.5K - $34.9K
|
40K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
208+ 1.66% |
$30.5K - $34.9K
|
12.7K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
207+ 7.7% |
$30.4K - $34.8K
|
2.9K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
205+ 6.24% |
$30.1K - $34.4K
|
3.49K
$473K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
204+ 2.15% |
$29.9K - $34.3K
|
9.68K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
203+ 2.18% |
$29.8K - $34.1K
|
9.5K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
202+ 0.83% |
$29.6K - $33.9K
|
24.6K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
202+ 1.96% |
$29.6K - $33.9K
|
10.5K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
202+ 0.2% |
$29.6K - $33.9K
|
103K
$14M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 2.31% |
$29.3K - $33.6K
|
8.86K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
199+ 7.91% |
$29.2K - $33.4K
|
2.72K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
198+ 0.74% |
$29K - $33.3K
|
26.8K
$3.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
196+ 12.79% |
$28.8K - $32.9K
|
1.73K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
195+ 26.07% |
$28.6K - $32.8K
|
943
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
194+ 2.06% |
$28.5K - $32.6K
|
9.63K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
193+ 3.43% |
$28.3K - $32.4K
|
5.82K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
192+ 6.02% |
$28.2K - $32.3K
|
3.38K
$458K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
189+ 4.78% |
$27.7K - $31.7K
|
4.14K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
188+ 0.25% |
$27.6K - $31.6K
|
75.5K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
188+ 8.91% |
$27.6K - $31.6K
|
2.3K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
188+ 2.95% |
$27.6K - $31.6K
|
6.57K
$890K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
186+ 11.71% |
$27.3K - $31.2K
|
1.78K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
182+ 0.4% |
$26.7K - $30.6K
|
45.6K
$6.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
181+ 6.0% |
$26.6K - $30.4K
|
3.2K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
180+ 2.56% |
$26.4K - $30.2K
|
7.21K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 1.55% |
$26.4K - $30.2K
|
11.8K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 5.58% |
$26.4K - $30.2K
|
3.41K
$461K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
179+ 7.83% |
$26.3K - $30.1K
|
2.47K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
178+ 4.15% |
$26.1K - $29.9K
|
4.47K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
175+ 4.03% |
$25.7K - $29.4K
|
4.52K
$612K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
175+ 2.11% |
$25.7K - $29.4K
|
8.47K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
172+ 6.43% |
$25.2K - $28.9K
|
2.85K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
172+ 1.76% |
$25.2K - $28.9K
|
9.95K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
171+ 1.88% |
$25.1K - $28.7K
|
9.29K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
171+ 0.1% |
$25.1K - $28.7K
|
165K
$22.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
170+ 2.11% |
$24.9K - $28.6K
|
8.24K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
170+ 1.79% |
$24.9K - $28.6K
|
9.68K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 1.12% |
$24.9K - $28.6K
|
15.4K
$2.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
169+ 6.49% |
$24.8K - $28.4K
|
2.77K
$376K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
168+ 1.91% |
$24.6K - $28.2K
|
8.97K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
168+ 2.37% |
$24.6K - $28.2K
|
7.26K
$984K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
168+ 0.79% |
$24.6K - $28.2K
|
21.4K
$2.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
167+ 11.93% |
$24.5K - $28.1K
|
1.57K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
167+ 1.03% |
$24.5K - $28.1K
|
16.4K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
162+ 2.27% |
$23.8K - $27.2K
|
7.31K
$990K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
161+ 4.1% |
$23.6K - $27K
|
4.09K
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
161+ 2.38% |
$23.6K - $27K
|
6.92K
$938K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
161+ 8.63% |
$23.6K - $27K
|
2.03K
$275K
|