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 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
11+ 0.73% |
$1.61K - $1.85K
|
1.52K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
11+ 0.71% |
$1.61K - $1.85K
|
1.56K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 0.6% |
$1.61K - $1.85K
|
1.85K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
11+ 0.78% |
$1.61K - $1.85K
|
1.42K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11+ 0.64% |
$1.61K - $1.85K
|
1.73K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10+ 0.02% |
$1.47K - $1.68K
|
41.3K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
10+ 0.57% |
$1.47K - $1.68K
|
1.77K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10+ 0.19% |
$1.47K - $1.68K
|
5.28K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
10+ 0.22% |
$1.47K - $1.68K
|
4.6K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10+ 0.59% |
$1.47K - $1.68K
|
1.72K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10New |
$1.47K - $1.68K
|
10
$1.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10+ 0.18% |
$1.47K - $1.68K
|
5.61K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
10+ 0.02% |
$1.47K - $1.68K
|
55.3K
$7.5M
|
|
|
May 06, 2025
Q1 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
10+ 0.02% |
$1.47K - $1.68K
|
46.2K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.32K - $1.51K
|
4.79K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
9+ 0.37% |
$1.32K - $1.51K
|
2.45K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9+ 0.27% |
$1.32K - $1.51K
|
3.37K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8+ 0.4% |
$1.17K - $1.34K
|
2.01K
$272K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.27% |
$1.17K - $1.34K
|
2.92K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$1.17K - $1.34K
|
6.07K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.65% |
$1.17K - $1.34K
|
1.24K
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
7+ 0.16% |
$1.03K - $1.18K
|
4.33K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7+ 0.3% |
$1.03K - $1.18K
|
2.32K
$314K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.69% |
$880 - $1.01K
|
880
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 1.15% |
$880 - $1.01K
|
529
$71.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6+ 0.15% |
$880 - $1.01K
|
4.04K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.47% |
$880 - $1.01K
|
1.28K
$173K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.3% |
$880 - $1.01K
|
2.01K
$273K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$880 - $1.01K
|
7.24K
$982K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.06% |
$734 - $840
|
478
$64.8K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.32% |
$734 - $840
|
1.58K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$734 - $840
|
17.5K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5+ 0.15% |
$734 - $840
|
3.26K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5+ 0.23% |
$734 - $840
|
2.16K
$292K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
5+ 0.09% |
$734 - $840
|
5.3K
$718K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
5+ 0.07% |
$734 - $840
|
6.82K
$924K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.03% |
$734 - $840
|
17.3K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.04% |
$587 - $672
|
9.71K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
4+ 0.01% |
$587 - $672
|
27.5K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4+ 0.2% |
$587 - $672
|
1.99K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.58K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.18K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
4+ 0.03% |
$587 - $672
|
12.8K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
4+ 0.18% |
$587 - $672
|
2.24K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.72% |
$587 - $672
|
561
$76K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4+ 0.84% |
$587 - $672
|
483
$65.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.82K
$382K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.14% |
$587 - $672
|
2.86K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.25% |
$587 - $672
|
1.62K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4+ 0.23% |
$587 - $672
|
1.72K
$234K
|