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 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
922+ 49.78% |
$135K - $155K
|
2.77K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
920+ 2.19% |
$135K - $155K
|
42.8K
$6.62M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
919+ 2.21% |
$135K - $154K
|
42.4K
$6.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
919+ 6.51% |
$135K - $154K
|
15K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
904+ 23.21% |
$133K - $152K
|
4.8K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
904+ 24.87% |
$133K - $152K
|
4.54K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
902+ 0.97% |
$132K - $152K
|
93.6K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
901+ 3.85% |
$132K - $151K
|
24.3K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
891+ 3.49% |
$131K - $150K
|
26.4K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
887+ 10.31% |
$130K - $149K
|
9.49K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
887+ 3.06% |
$130K - $149K
|
29.8K
$4.61M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
886New |
$130K - $149K
|
886
$137K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
885+ 61.63% |
$130K - $149K
|
2.32K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
884+ 15.64% |
$130K - $148K
|
6.54K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
881+ 6.0% |
$129K - $148K
|
15.6K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$167K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
875+ 7.37% |
$128K - $147K
|
12.7K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
875+ 2.77% |
$128K - $147K
|
32.5K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
865+ 16.85% |
$127K - $145K
|
6K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
863+ 19.38% |
$127K - $145K
|
5.32K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
859+ 2.28% |
$126K - $144K
|
38.5K
$5.95M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
855+ 33.54% |
$125K - $144K
|
3.4K
$526K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
850+ 3.09% |
$125K - $143K
|
28.3K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
847+ 35.5% |
$124K - $142K
|
3.23K
$499K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
841New |
$123K - $141K
|
841
$130K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
838+ 5.99% |
$123K - $141K
|
14.8K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
834+ 45.23% |
$122K - $140K
|
2.68K
$414K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
834+ 3.17% |
$122K - $140K
|
27.1K
$4.19M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
833+ 3.97% |
$122K - $140K
|
21.8K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
823+ 3.47% |
$121K - $138K
|
24.5K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
821+ 3.98% |
$120K - $138K
|
21.4K
$3.31M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
815+ 9.83% |
$120K - $137K
|
9.1K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
813+ 6.27% |
$119K - $137K
|
13.8K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
800+ 12.92% |
$117K - $134K
|
6.99K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
798+ 3.61% |
$117K - $134K
|
22.9K
$3.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
787+ 619.69% |
$115K - $132K
|
914
$141K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
785+ 11.74% |
$115K - $132K
|
7.47K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
782+ 27.58% |
$115K - $131K
|
3.62K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
778+ 1.33% |
$114K - $131K
|
59.1K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
778+ 0.31% |
$114K - $131K
|
250K
$38.7M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
776+ 13.83% |
$114K - $130K
|
6.39K
$987K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
775+ 13.16% |
$114K - $130K
|
6.67K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
775+ 11.27% |
$114K - $130K
|
7.65K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
774+ 1.28% |
$114K - $130K
|
61.1K
$9.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
773+ 17.64% |
$113K - $130K
|
5.16K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Wilsey Asset Management Inc
|
BUY
|
- |
771+ 0.39% |
$113K - $130K
|
201K
$31M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
769+ 26.52% |
$113K - $129K
|
3.67K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
762+ 7.13% |
$112K - $128K
|
11.5K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
757+ 27.42% |
$111K - $127K
|
3.52K
$543K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
756+ 0.6% |
$111K - $127K
|
127K
$19.6M
|