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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4+ 0.08% |
$587 - $672
|
5.29K
$717K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.95K
$942K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$587 - $672
|
6.89K
$933K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$440 - $504
|
2.7K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.08% |
$440 - $504
|
3.99K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.94% |
$440 - $504
|
323
$43.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3+ 0.03% |
$440 - $504
|
10.3K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$440 - $504
|
8.85K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$440 - $504
|
1.74K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3New |
$440 - $504
|
3
$407
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3+ 0.13% |
$440 - $504
|
2.27K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2+ 0.85% |
$293 - $336
|
238
$32.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$293 - $336
|
35.4K
$4.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.85K
$657K
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2+ 0.1% |
$293 - $336
|
2.08K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
2+ 0.05% |
$293 - $336
|
4.09K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$293 - $336
|
4.84K
$656K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2+ 0.11% |
$293 - $336
|
1.85K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2+ 0.61% |
$293 - $336
|
331
$44.9K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$293 - $336
|
13.1K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.47% |
$293 - $336
|
425
$57.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.03% |
$293 - $336
|
5.78K
$783K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
1.9K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
14.3K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.43K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $168
|
4.38K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.5K
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.19% |
$147 - $168
|
518
$70.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$147 - $168
|
15.1K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.06% |
$147 - $168
|
1.7K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.03% |
$147 - $168
|
3.48K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.06% |
$147 - $168
|
1.8K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
2.13K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$147 - $168
|
16.1K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$147 - $168
|
2.2K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.29K
$310K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.29K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$147 - $168
|
2.24K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$147 - $168
|
3.39K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.22% |
$147 - $168
|
83
$11.2K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1+ 0.02% |
$147 - $168
|
5.29K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$147 - $168
|
1.41K
$191K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1- 0.4% |
$147 - $168
|
249
$33.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1- 0.04% |
$147 - $168
|
2.26K
$307K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-1- 0.02% |
$147 - $168
|
5.46K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$147 - $168
|
1.75K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.03% |
$293 - $336
|
5.81K
$788K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-2- 0.01% |
$293 - $336
|
19K
$2.58M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2- 0.03% |
$293 - $336
|
5.92K
$802K
|