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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.94% |
$10.6K - $12.1K
|
7.71K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
71+ 1.12% |
$10.4K - $11.9K
|
6.41K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
70+ 2.37% |
$10.3K - $11.8K
|
3.03K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
70+ 0.4% |
$10.3K - $11.8K
|
17.7K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
69+ 0.32% |
$10.1K - $11.6K
|
21.4K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
69+ 0.42% |
$10.1K - $11.6K
|
16.7K
$2.26M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
68+ 0.26% |
$9.98K - $11.4K
|
26.7K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
68+ 3.93% |
$9.98K - $11.4K
|
1.8K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
67+ 1.68% |
$9.83K - $11.3K
|
4.05K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
67+ 2.05% |
$9.83K - $11.3K
|
3.34K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66New |
$9.68K - $11.1K
|
66
$8.94K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
65+ 0.78% |
$9.54K - $10.9K
|
8.44K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
63+ 2.29% |
$9.24K - $10.6K
|
2.82K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
61+ 0.59% |
$8.95K - $10.2K
|
10.3K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
61+ 2.17% |
$8.95K - $10.2K
|
2.87K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
61+ 0.84% |
$8.95K - $10.2K
|
7.31K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 75.0% |
$8.8K - $10.1K
|
140
$19K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
60+ 4.0% |
$8.8K - $10.1K
|
1.56K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
59+ 0.7% |
$8.66K - $9.91K
|
8.52K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
59+ 3.31% |
$8.66K - $9.91K
|
1.84K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
59+ 3.24% |
$8.66K - $9.91K
|
1.88K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
59+ 4.26% |
$8.66K - $9.91K
|
1.44K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
58+ 16.62% |
$8.51K - $9.74K
|
407
$55.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
57+ 0.64% |
$8.36K - $9.57K
|
8.94K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
57+ 0.18% |
$8.36K - $9.57K
|
31.4K
$4.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.41% |
$8.36K - $9.57K
|
4.1K
$556K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
56+ 1.62% |
$8.22K - $9.41K
|
3.51K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
56+ 0.52% |
$8.22K - $9.41K
|
10.7K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
54+ 3.01% |
$7.92K - $9.07K
|
1.85K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
54+ 1.01% |
$7.92K - $9.07K
|
5.41K
$733K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53+ 2.8% |
$7.78K - $8.9K
|
1.95K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53+ 0.61% |
$7.78K - $8.9K
|
8.75K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
53+ 44.92% |
$7.78K - $8.9K
|
171
$23.2K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
53+ 0.8% |
$7.78K - $8.9K
|
6.65K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
52+ 1.75% |
$7.63K - $8.73K
|
3.03K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
51+ 1.96% |
$7.48K - $8.57K
|
2.65K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
51+ 1.35% |
$7.48K - $8.57K
|
3.82K
$517K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
50+ 0.22% |
$7.34K - $8.4K
|
22.7K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
50+ 0.96% |
$7.34K - $8.4K
|
5.26K
$713K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
50+ 2.23% |
$7.34K - $8.4K
|
2.3K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 1.62% |
$7.34K - $8.4K
|
3.14K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
50+ 2.41% |
$7.34K - $8.4K
|
2.13K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49+ 0.96% |
$7.19K - $8.23K
|
5.18K
$701K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
49+ 1.53% |
$7.19K - $8.23K
|
3.24K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
48+ 2.85% |
$7.04K - $8.06K
|
1.73K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
46+ 1.71% |
$6.75K - $7.73K
|
2.74K
$371K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
44K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
46+ 1.25% |
$6.75K - $7.73K
|
3.74K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 0.1% |
$6.75K - $7.73K
|
46.5K
$6.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
45+ 0.09% |
$6.6K - $7.56K
|
52.3K
$7.09M
|