Purchases and Sales Made in Q1 2025 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 14, 2025 Q1 2025
Wealth Preservation Advisors, LLC

Chattanooga, TN
BUY
 -
489
New
$71.7K - $82.1K
489 $75.2K
May 20, 2025 Q1 2025
Flaharty Asset Management, LLC

BUY
 -
489
New
$71.7K - $82.1K
489 $75.2K
Apr 11, 2025 Q1 2025
Princeton Global Asset Management LLC

BUY
 -
487
+ 43.68%
$71.4K - $81.8K
1.6K $246K
Apr 30, 2025 Q1 2025
Code Waechter LLC

Tampa, FL
BUY
 -
485
+ 9.1%
$71.2K - $81.5K
5.81K $894K
May 05, 2025 Q1 2025
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
483
+ 18.72%
$70.9K - $81.1K
3.06K $471K
Apr 07, 2025 Q1 2025
Goal Vest Advisory LLC

BUY
 -
482
+ 6.57%
$70.7K - $81K
7.82K $1.2M
Apr 21, 2025 Q1 2025
Congress Park Capital LLC

BUY
 -
481
+ 15.29%
$70.6K - $80.8K
3.63K $558K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
481
+ 0.75%
$70.6K - $80.8K
64.7K $9.95M
May 09, 2025 Q1 2025
Renasant Bank

BUY
 -
480
+ 24.38%
$70.4K - $80.6K
2.45K $377K
May 14, 2025 Q1 2025
Empire Financial Management Company, LLC

New York, NY
BUY
 -
479
+ 2.24%
$70.3K - $80.5K
21.8K $3.36M
May 16, 2025 Q1 2025
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
475
+ 10.69%
$69.7K - $79.8K
4.92K $757K
Apr 11, 2025 Q1 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
474
+ 2.23%
$69.5K - $79.6K
21.8K $3.35M
Apr 24, 2025 Q1 2025
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
473
+ 4.71%
$69.4K - $79.4K
10.5K $1.62M
Apr 09, 2025 Q1 2025
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
471
+ 6.6%
$69.1K - $79.1K
7.61K $1.17M
Jun 27, 2025 Q1 2025
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
471
+ 8.52%
$69.1K - $79.1K
6K $922K
Apr 24, 2025 Q1 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
469
+ 1.13%
$68.8K - $78.8K
41.9K $6.44M
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
469
+ 3.04%
$68.8K - $78.8K
15.9K $2.44M
May 13, 2025 Q1 2025
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
468
+ 6.43%
$68.7K - $78.6K
7.75K $1.19M
May 07, 2025 Q1 2025
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
466
+ 1.98%
$68.4K - $78.3K
24K $3.69M
Apr 23, 2025 Q1 2025
Omnia Family Wealth, LLC

BUY
 -
465
+ 30.92%
$68.2K - $78.1K
1.97K $303K
Apr 01, 2025 Q1 2025
Trust CO Of The South

Greensboro, NC
BUY
 -
464
+ 25.75%
$68.1K - $77.9K
2.27K $348K
Apr 22, 2025 Q1 2025
Cross Staff Investments Inc

BUY
 -
464
+ 9.44%
$68.1K - $77.9K
5.38K $827K
May 14, 2025 Q1 2025
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
464
+ 1.15%
$68.1K - $77.9K
40.8K $6.27M
May 15, 2025 Q1 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
462
+ 0.88%
$67.8K - $77.6K
53.1K $8.16M
May 14, 2025 Q1 2025
Rb Capital Management, LLC

BUY
 -
458
+ 1.56%
$67.2K - $76.9K
29.8K $4.58M
Apr 14, 2025 Q1 2025
New Square Capital LLC

BUY
 -
457
+ 714.06%
$67K - $76.8K
521 $80.1K
Apr 28, 2025 Q1 2025
Arbor Trust Wealth Advisors, LLC

BUY
 -
457
+ 3.06%
$67K - $76.8K
15.4K $2.37M
Aug 04, 2025 Q1 2025
Evelyn Partners Investment Management LLP

London,

BUY
 -
453
New
$66.5K - $76.1K
453 $69.7K
May 07, 2025 Q1 2025
Angeles Wealth Management, LLC

BUY
 -
452
+ 4.6%
$66.3K - $75.9K
10.3K $1.58M
May 14, 2025 Q1 2025
Auxier Asset Management

Aurora, OR
BUY
 -
450
+ 1.75%
$66K - $75.6K
26.1K $4.01M
Apr 14, 2025 Q1 2025
Deane Retirement Strategies, Inc.

BUY
 -
447
+ 2.08%
$65.6K - $75.1K
22K $3.38M
May 14, 2025 Q1 2025
Jt Stratford LLC

Gainesville, GA
BUY
 -
445
+ 17.44%
$65.3K - $74.7K
3K $461K
May 13, 2025 Q1 2025
Cornerstone Select Advisors, LLC

St. Louis, MO
BUY
 -
442
+ 2.26%
$64.8K - $74.2K
20K $3.08M
Apr 17, 2025 Q1 2025
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
441
+ 7.74%
$64.7K - $74.1K
6.14K $944K
May 05, 2025 Q1 2025
Souders Financial Advisors

BUY
 -
441
+ 6.09%
$64.7K - $74.1K
7.69K $1.18M
May 01, 2025 Q1 2025
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
439
+ 3.23%
$64.4K - $73.7K
14K $2.16M
May 12, 2025 Q1 2025
Ria Advisory Group LLC

Ames, IA
BUY
 -
435
+ 20.33%
$63.8K - $73.1K
2.58K $396K
May 13, 2025 Q1 2025
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
434
+ 8.07%
$63.7K - $72.9K
5.81K $894K
Apr 16, 2025 Q1 2025
Thomasville National Bank

BUY
 -
433
+ 7.7%
$63.5K - $72.7K
6.06K $932K
Apr 21, 2025 Q1 2025
Global X Japan Co., Ltd.

Chiyoda Ku, Tokyo, M0
BUY
 -
432
+ 12.49%
$63.4K - $72.6K
3.89K $598K
Apr 29, 2025 Q1 2025
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
432
+ 6.67%
$63.4K - $72.6K
6.91K $1.06M
May 05, 2025 Q1 2025
Signet Investment Advisory Group, Inc.

BUY
 -
430
+ 2.94%
$63.1K - $72.2K
15.1K $2.32M
May 28, 2025 Q1 2025
Intrua Financial, LLC

Houston, TX
BUY
 -
428
+ 1.71%
$62.8K - $71.9K
25.5K $3.93M
Apr 10, 2025 Q1 2025
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
427
+ 12.06%
$62.6K - $71.7K
3.97K $610K
Aug 25, 2025 Q1 2025
Promus Capital, LLC

Chicago, IL
BUY
 -
426
+ 84.36%
$62.5K - $71.6K
931 $143K
May 08, 2025 Q1 2025
Rvw Wealth, LLC

BUY
 -
425
+ 13.72%
$62.4K - $71.4K
3.52K $542K
May 09, 2025 Q1 2025
Probity Advisors, Inc.

Dallas, TX
BUY
 -
425
+ 13.47%
$62.4K - $71.4K
3.58K $550K
May 15, 2025 Q1 2025
Plancorp, LLC

BUY
 -
425
+ 3.86%
$62.4K - $71.4K
11.4K $1.76M
May 07, 2025 Q1 2025
Sterling Investment Advisors, Ltd.

BUY
 -
423
+ 1.62%
$62.1K - $71.1K
26.6K $4.09M

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