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 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
99+ 0.46% |
$14.5K - $16.6K
|
21.5K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
99+ 1.34% |
$14.5K - $16.6K
|
7.51K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
98+ 20.12% |
$14.4K - $16.5K
|
585
$79.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
98+ 1.71% |
$14.4K - $16.5K
|
5.84K
$791K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
98+ 2.34% |
$14.4K - $16.5K
|
4.28K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
98+ 4.4% |
$14.4K - $16.5K
|
2.33K
$315K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
98+ 5.95% |
$14.4K - $16.5K
|
1.75K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
96+ 2.88% |
$14.1K - $16.1K
|
3.43K
$465K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
96+ 5.41% |
$14.1K - $16.1K
|
1.87K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
96+ 5.5% |
$14.1K - $16.1K
|
1.84K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
96+ 3.18% |
$14.1K - $16.1K
|
3.12K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
96+ 1.51% |
$14.1K - $16.1K
|
6.47K
$876K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
95+ 2.19% |
$13.9K - $16K
|
4.43K
$600K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
94+ 5.26% |
$13.8K - $15.8K
|
1.88K
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
94+ 3.06% |
$13.8K - $15.8K
|
3.16K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
94+ 3.02% |
$13.8K - $15.8K
|
3.21K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
93+ 0.85% |
$13.6K - $15.6K
|
11.1K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
93+ 1.7% |
$13.6K - $15.6K
|
5.57K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
90+ 2.67% |
$13.2K - $15.1K
|
3.47K
$470K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
89+ 0.9% |
$13.1K - $14.9K
|
10K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
89+ 0.17% |
$13.1K - $14.9K
|
51.7K
$7.01M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
89+ 0.25% |
$13.1K - $14.9K
|
35.7K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 1.96% |
$13.1K - $14.9K
|
4.62K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
88+ 2.07% |
$12.9K - $14.8K
|
4.34K
$588K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
88+ 1.17% |
$12.9K - $14.8K
|
7.6K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
88+ 0.34% |
$12.9K - $14.8K
|
25.8K
$3.5M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
88+ 0.39% |
$12.9K - $14.8K
|
22.7K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
87+ 1.32% |
$12.8K - $14.6K
|
6.68K
$906K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
87+ 1.49% |
$12.8K - $14.6K
|
5.92K
$801K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
85+ 13.24% |
$12.5K - $14.3K
|
727
$98.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
85+ 1.52% |
$12.5K - $14.3K
|
5.66K
$767K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
85+ 0.45% |
$12.5K - $14.3K
|
18.9K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 0.33% |
$12.5K - $14.3K
|
26K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
85+ 5.11% |
$12.5K - $14.3K
|
1.75K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
85+ 4.02% |
$12.5K - $14.3K
|
2.2K
$298K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
84+ 1.17% |
$12.3K - $14.1K
|
7.25K
$983K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
84+ 0.35% |
$12.3K - $14.1K
|
23.8K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
83+ 1.43% |
$12.2K - $13.9K
|
5.9K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
82+ 3.44% |
$12K - $13.8K
|
2.47K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
80+ 0.37% |
$11.7K - $13.4K
|
21.6K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
79+ 0.1% |
$11.6K - $13.3K
|
81.6K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
79+ 2.25% |
$11.6K - $13.3K
|
3.59K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
78+ 0.72% |
$11.4K - $13.1K
|
10.9K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
77+ 1.23% |
$11.3K - $12.9K
|
6.36K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
76+ 0.39% |
$11.1K - $12.8K
|
19.7K
$2.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
75+ 4.61% |
$11K - $12.6K
|
1.7K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 4.86% |
$11K - $12.6K
|
1.62K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
73+ 2.49% |
$10.7K - $12.3K
|
3.01K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
72+ 2.1% |
$10.6K - $12.1K
|
3.5K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
72+ 0.91% |
$10.6K - $12.1K
|
7.96K
$1.08M
|