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
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
45+ 2.48% |
$6.6K - $7.56K
|
1.86K
$252K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
45+ 0.21% |
$6.6K - $7.56K
|
21.6K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
44+ 0.76% |
$6.46K - $7.39K
|
5.81K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
43+ 0.32% |
$6.31K - $7.22K
|
13.4K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43+ 0.72% |
$6.31K - $7.22K
|
6.05K
$820K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.19% |
$6.02K - $6.89K
|
21.1K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
40+ 1.94% |
$5.87K - $6.72K
|
2.1K
$284K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
40+ 0.65% |
$5.87K - $6.72K
|
6.2K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
40+ 0.71% |
$5.87K - $6.72K
|
5.7K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
40+ 0.61% |
$5.87K - $6.72K
|
6.61K
$896K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
39+ 1.86% |
$5.72K - $6.55K
|
2.13K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
39+ 0.54% |
$5.72K - $6.55K
|
7.29K
$987K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
39+ 2.71% |
$5.72K - $6.55K
|
1.48K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
38+ 2.61% |
$5.57K - $6.38K
|
1.49K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 122.58% |
$5.57K - $6.38K
|
69
$9.35K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.38% |
$5.43K - $6.21K
|
9.67K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37+ 2.66% |
$5.43K - $6.21K
|
1.43K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36+ 6.06% |
$5.28K - $6.05K
|
630
$85.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
36+ 5.76% |
$5.28K - $6.05K
|
661
$89.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
35+ 1.08% |
$5.13K - $5.88K
|
3.29K
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
35+ 9.59% |
$5.13K - $5.88K
|
400
$54.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
34+ 0.55% |
$4.99K - $5.71K
|
6.25K
$847K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
33+ 1.05% |
$4.84K - $5.54K
|
3.17K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
33+ 0.9% |
$4.84K - $5.54K
|
3.7K
$501K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
33+ 0.54% |
$4.84K - $5.54K
|
6.09K
$825K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
32+ 0.43% |
$4.69K - $5.38K
|
7.41K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
32+ 0.48% |
$4.69K - $5.38K
|
6.72K
$911K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.38% |
$4.69K - $5.38K
|
8.42K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
31+ 2.98% |
$4.55K - $5.21K
|
1.07K
$145K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
31+ 2.08% |
$4.55K - $5.21K
|
1.52K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
31+ 1.53% |
$4.55K - $5.21K
|
2.06K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30+ 2.7% |
$4.4K - $5.04K
|
1.14K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
30+ 1.07% |
$4.4K - $5.04K
|
2.83K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
30+ 0.73% |
$4.4K - $5.04K
|
4.16K
$564K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
30+ 0.1% |
$4.4K - $5.04K
|
29.2K
$3.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
30+ 0.87% |
$4.4K - $5.04K
|
3.49K
$473K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
29+ 0.27% |
$4.25K - $4.87K
|
10.8K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
29+ 32.22% |
$4.25K - $4.87K
|
119
$16.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
28+ 0.22% |
$4.11K - $4.7K
|
12.5K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
28+ 0.17% |
$4.11K - $4.7K
|
16.6K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
27+ 1.69% |
$3.96K - $4.54K
|
1.63K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27+ 0.68% |
$3.96K - $4.54K
|
3.99K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
27+ 1.07% |
$3.96K - $4.54K
|
2.55K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.3% |
$3.96K - $4.54K
|
9.08K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.18% |
$3.81K - $4.37K
|
14.4K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.72% |
$3.67K - $4.2K
|
3.52K
$477K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
25+ 1.24% |
$3.67K - $4.2K
|
2.03K
$276K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
25+ 1.01% |
$3.67K - $4.2K
|
2.5K
$339K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
24+ 0.4% |
$3.52K - $4.03K
|
6.01K
$815K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
24+ 1.17% |
$3.52K - $4.03K
|
2.07K
$281K
|