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 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
160+ 0.52% |
$23.5K - $26.9K
|
31K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
159+ 2.55% |
$23.3K - $26.7K
|
6.39K
$865K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
159+ 0.41% |
$23.3K - $26.7K
|
38.9K
$5.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
157+ 1.97% |
$23K - $26.4K
|
8.14K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
157+ 6.93% |
$23K - $26.4K
|
2.42K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
157+ 5.83% |
$23K - $26.4K
|
2.85K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
152+ 8.15% |
$22.3K - $25.5K
|
2.02K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
152+ 6.13% |
$22.3K - $25.5K
|
2.63K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
151+ 4.57% |
$22.2K - $25.4K
|
3.45K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
151+ 8.37% |
$22.2K - $25.4K
|
1.95K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150+ 0.76% |
$22K - $25.2K
|
20K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
150+ 1.7% |
$22K - $25.2K
|
8.96K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
150+ 1.18% |
$22K - $25.2K
|
12.9K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
149+ 171.26% |
$21.9K - $25K
|
236
$32K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
146+ 85.88% |
$21.4K - $24.5K
|
316
$42.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
145+ 2.34% |
$21.3K - $24.4K
|
6.33K
$858K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
145+ 0.32% |
$21.3K - $24.4K
|
45.6K
$6.18M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
145+ 0.62% |
$21.3K - $24.4K
|
23.5K
$3.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
144+ 1.0% |
$21.1K - $24.2K
|
14.6K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
143+ 4.34% |
$21K - $24K
|
3.44K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
142+ 1.15% |
$20.8K - $23.9K
|
12.4K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
141+ 2.41% |
$20.7K - $23.7K
|
5.98K
$811K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
141+ 2.38% |
$20.7K - $23.7K
|
6.06K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
141New |
$20.7K - $23.7K
|
141
$19.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
140+ 1.71% |
$20.5K - $23.5K
|
8.32K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
140+ 1.04% |
$20.5K - $23.5K
|
13.6K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
140+ 9.92% |
$20.5K - $23.5K
|
1.55K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
139+ 1.09% |
$20.4K - $23.3K
|
12.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
138+ 3.83% |
$20.2K - $23.2K
|
3.74K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
138+ 1.06% |
$20.2K - $23.2K
|
13.2K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
137+ 8.9% |
$20.1K - $23K
|
1.68K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
137New |
$20.1K - $23K
|
137
$18.6K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
137+ 2.14% |
$20.1K - $23K
|
6.53K
$885K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
135+ 3.04% |
$19.8K - $22.7K
|
4.58K
$620K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
135+ 0.77% |
$19.8K - $22.7K
|
17.6K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
133+ 4.29% |
$19.5K - $22.3K
|
3.23K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
133+ 4.75% |
$19.5K - $22.3K
|
2.93K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
132+ 1.07% |
$19.4K - $22.2K
|
12.5K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
131+ 3.93% |
$19.2K - $22K
|
3.47K
$470K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
131+ 2.99% |
$19.2K - $22K
|
4.51K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
131+ 0.5% |
$19.2K - $22K
|
26.2K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
130+ 2.94% |
$19.1K - $21.8K
|
4.56K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
129+ 5.52% |
$18.9K - $21.7K
|
2.46K
$334K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
128+ 0.66% |
$18.8K - $21.5K
|
19.6K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
125+ 8.45% |
$18.3K - $21K
|
1.61K
$217K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
125New |
$18.3K - $21K
|
125
$16.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
125+ 0.53% |
$18.3K - $21K
|
23.6K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
124+ 13.98% |
$18.2K - $20.8K
|
1.01K
$137K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
123+ 4.82% |
$18K - $20.7K
|
2.67K
$362K
|