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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.9K+ 14.92% |
$3.36M - $3.85M
|
176K
$23.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.9K+ 12.06% |
$3.36M - $3.84M
|
213K
$28.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.6K+ 27.8% |
$3.32M - $3.8M
|
104K
$14.1M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.9K+ 12.34% |
$3.22M - $3.68M
|
200K
$27M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21.9K+ 34.33% |
$3.21M - $3.67M
|
85.5K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
21.5K+ 5.94% |
$3.16M - $3.61M
|
384K
$52M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 8.72% |
$3.15M - $3.6M
|
267K
$36.2M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
21.3KNew |
$3.12M - $3.58M
|
21.3K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21K+ 3.68% |
$3.08M - $3.52M
|
591K
$80.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.7K+ 6.5% |
$3.03M - $3.47M
|
339K
$45.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.3K+ 6.77% |
$2.97M - $3.41M
|
320K
$43.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.9K+ 17.61% |
$2.92M - $3.35M
|
133K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
19.3K+ 7.16% |
$2.83M - $3.24M
|
289K
$39.1M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
19K+ 17.62% |
$2.79M - $3.19M
|
127K
$17.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 25.84% |
$2.72M - $3.11M
|
90.3K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
17.9KNew |
$2.63M - $3.01M
|
17.9K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17.5K+ 44.26% |
$2.56M - $2.93M
|
56.9K
$7.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3KNew |
$2.54M - $2.91M
|
17.3K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
17.1K+ 10.56% |
$2.51M - $2.88M
|
179K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
16.9KNew |
$2.48M - $2.84M
|
16.9K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
16.5K+ 2.08% |
$2.42M - $2.78M
|
810K
$110M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
16.5K+ 4.13% |
$2.42M - $2.77M
|
415K
$56.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
16.3K+ 43.4% |
$2.39M - $2.74M
|
53.9K
$7.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
15.9K+ 4.03% |
$2.33M - $2.67M
|
410K
$55.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 1.2% |
$2.32M - $2.65M
|
1.33M
$180M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
15.4K+ 5.47% |
$2.25M - $2.58M
|
296K
$40.1M
|
|
|
Apr 08, 2025
Q1 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
15.2KNew |
$2.22M - $2.54M
|
15.2K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
15K+ 2.55% |
$2.2M - $2.52M
|
604K
$81.8M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14.7K+ 184.94% |
$2.16M - $2.48M
|
22.7K
$3.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.7K+ 18.01% |
$2.16M - $2.47M
|
96.4K
$13.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
14.4K+ 3.0% |
$2.11M - $2.42M
|
494K
$67M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14KNew |
$2.06M - $2.36M
|
14K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
13.4K+ 5.35% |
$1.96M - $2.25M
|
263K
$35.7M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.6K+ 0.57% |
$1.86M - $2.12M
|
2.22M
$301M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.5K+ 14.79% |
$1.84M - $2.11M
|
97.3K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
12.5K+ 4630.74% |
$1.83M - $2.1M
|
12.8K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12.4K+ 62.12% |
$1.81M - $2.08M
|
32.3K
$4.37M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 209.6% |
$1.71M - $1.95M
|
17.2K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 9.08% |
$1.69M - $1.93M
|
138K
$18.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
11.3K+ 4.67% |
$1.66M - $1.9M
|
253K
$34.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.3K+ 37.21% |
$1.66M - $1.9M
|
41.6K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
11.2K+ 38.13% |
$1.65M - $1.88M
|
40.6K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11K+ 179.97% |
$1.62M - $1.85M
|
17.2K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 10.27% |
$1.55M - $1.78M
|
114K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
10.3K+ 10.94% |
$1.51M - $1.73M
|
105K
$14.2M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.2K+ 173.66% |
$1.49M - $1.71M
|
16K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 9.35% |
$1.47M - $1.68M
|
117K
$15.9M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
9.85K+ 6.56% |
$1.44M - $1.65M
|
160K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.82K+ 4.57% |
$1.44M - $1.65M
|
225K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.8K+ 1.26% |
$1.44M - $1.65M
|
790K
$107M
|