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 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
751+ 9.65% |
$110K - $126K
|
8.53K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
751+ 9.01% |
$110K - $126K
|
9.09K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
745+ 0.43% |
$109K - $125K
|
173K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
740+ 23.63% |
$109K - $124K
|
3.87K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
736+ 3.86% |
$108K - $124K
|
19.8K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
734+ 3.42% |
$108K - $123K
|
22.2K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
734+ 50.45% |
$108K - $123K
|
2.19K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
734+ 2.79% |
$108K - $123K
|
27K
$4.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
731+ 5.5% |
$107K - $123K
|
14K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
731+ 3.56% |
$107K - $123K
|
21.2K
$3.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
712New |
$104K - $120K
|
712
$110K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
705+ 35.23% |
$103K - $118K
|
2.71K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
704New |
$103K - $118K
|
704
$109K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
703+ 2.5% |
$103K - $118K
|
28.9K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
700+ 19.49% |
$103K - $118K
|
4.29K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
699New |
$103K - $117K
|
699
$108K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
699+ 1.16% |
$103K - $117K
|
60.9K
$9.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
696+ 1.93% |
$102K - $117K
|
36.7K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
695+ 5.21% |
$102K - $117K
|
14K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
692+ 12.46% |
$102K - $116K
|
6.25K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
690+ 5.14% |
$101K - $116K
|
14.1K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
689+ 5.86% |
$101K - $116K
|
12.5K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
688+ 3.0% |
$101K - $116K
|
23.7K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
688+ 6.22% |
$101K - $116K
|
11.8K
$1.81M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
683+ 4.66% |
$100K - $115K
|
15.3K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
682+ 22.66% |
$100K - $115K
|
3.69K
$570K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
680+ 4.34% |
$99.8K - $114K
|
16.4K
$2.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
677+ 6.19% |
$99.3K - $114K
|
11.6K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
676+ 1.96% |
$99.2K - $114K
|
35.2K
$5.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
675+ 0.47% |
$99K - $113K
|
144K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
672New |
$98.6K - $113K
|
672
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
671+ 4.01% |
$98.4K - $113K
|
17.4K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
667+ 3.28% |
$97.9K - $112K
|
21K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
666+ 10.65% |
$97.7K - $112K
|
6.92K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
661+ 1.04% |
$97K - $111K
|
64.5K
$9.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
660+ 0.49% |
$96.8K - $111K
|
135K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
658+ 4.26% |
$96.5K - $111K
|
16.1K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
655+ 0.66% |
$96.1K - $110K
|
100K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
654+ 1.82% |
$95.9K - $110K
|
36.6K
$5.65M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
652+ 22.46% |
$95.7K - $110K
|
3.56K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
651+ 13.38% |
$95.5K - $109K
|
5.52K
$852K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
648+ 4.47% |
$95.1K - $109K
|
15.1K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
646+ 4.81% |
$94.8K - $109K
|
14.1K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
642+ 2.56% |
$94.2K - $108K
|
25.7K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
639+ 16.53% |
$93.7K - $107K
|
4.5K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
639+ 7.13% |
$93.7K - $107K
|
9.6K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
639+ 2.97% |
$93.7K - $107K
|
22.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
638+ 33.02% |
$93.6K - $107K
|
2.57K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
634+ 2.22% |
$93K - $106K
|
29.2K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
633+ 1.84% |
$92.9K - $106K
|
35K
$5.4M
|