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
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
123+ 5.7% |
$18K - $20.7K
|
2.28K
$309K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
122+ 1.94% |
$17.9K - $20.5K
|
6.42K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
122+ 420.69% |
$17.9K - $20.5K
|
151
$20.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$440K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
121+ 4.53% |
$17.8K - $20.3K
|
2.79K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
121+ 0.49% |
$17.8K - $20.3K
|
24.9K
$3.37M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
121+ 3.87% |
$17.8K - $20.3K
|
3.25K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
121+ 8.36% |
$17.8K - $20.3K
|
1.57K
$213K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
121+ 0.47% |
$17.8K - $20.3K
|
26K
$3.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
120+ 0.47% |
$17.6K - $20.2K
|
25.6K
$3.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
120+ 1.38% |
$17.6K - $20.2K
|
8.83K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
120+ 5.86% |
$17.6K - $20.2K
|
2.17K
$294K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
119+ 5.14% |
$17.5K - $20K
|
2.44K
$330K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
118+ 1.43% |
$17.3K - $19.8K
|
8.35K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
118+ 15.45% |
$17.3K - $19.8K
|
882
$120K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
118+ 3.14% |
$17.3K - $19.8K
|
3.87K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
118+ 2.95% |
$17.3K - $19.8K
|
4.11K
$557K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
116+ 119.59% |
$17K - $19.5K
|
213
$28.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
116+ 1.06% |
$17K - $19.5K
|
11.1K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
116+ 0.45% |
$17K - $19.5K
|
26K
$3.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
116+ 1.08% |
$17K - $19.5K
|
10.9K
$1.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 3.21% |
$16.9K - $19.3K
|
3.69K
$500K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
115+ 1.96% |
$16.9K - $19.3K
|
5.99K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
115+ 0.25% |
$16.9K - $19.3K
|
45.9K
$6.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
114+ 6.26% |
$16.7K - $19.1K
|
1.94K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
114+ 1.79% |
$16.7K - $19.1K
|
6.5K
$880K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
114+ 0.66% |
$16.7K - $19.1K
|
17.5K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
113+ 0.36% |
$16.6K - $19K
|
31.7K
$4.3M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.16% |
$16.6K - $19K
|
9.83K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
111+ 1.84% |
$16.3K - $18.6K
|
6.13K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
111+ 5.07% |
$16.3K - $18.6K
|
2.3K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
111+ 3.97% |
$16.3K - $18.6K
|
2.91K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
110+ 1.69% |
$16.1K - $18.5K
|
6.64K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
110+ 4.89% |
$16.1K - $18.5K
|
2.36K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
108+ 3.62% |
$15.8K - $18.1K
|
3.09K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
107+ 2.4% |
$15.7K - $18K
|
4.56K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
105+ 0.73% |
$15.4K - $17.6K
|
14.5K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
104+ 1.12% |
$15.3K - $17.5K
|
9.41K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
104+ 5.26% |
$15.3K - $17.5K
|
2.08K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
103+ 2.63% |
$15.1K - $17.3K
|
4.03K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
103+ 3.07% |
$15.1K - $17.3K
|
3.46K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
102+ 0.9% |
$15K - $17.1K
|
11.4K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
101+ 0.91% |
$14.8K - $17K
|
11.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
101+ 4.66% |
$14.8K - $17K
|
2.27K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
100+ 0.14% |
$14.7K - $16.8K
|
72K
$9.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100+ 15.55% |
$14.7K - $16.8K
|
743
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
100+ 1.35% |
$14.7K - $16.8K
|
7.48K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
100+ 1.47% |
$14.7K - $16.8K
|
6.9K
$935K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
100+ 1.98% |
$14.7K - $16.8K
|
5.16K
$699K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
99+ 0.5% |
$14.5K - $16.6K
|
19.8K
$2.68M
|