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 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
SELL
|
- |
-2- 0.01% |
$293 - $336
|
14.2K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-2- 0.13% |
$293 - $336
|
1.54K
$209K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.09% |
$293 - $336
|
2.3K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3- 0.15% |
$440 - $504
|
2K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3- 0.07% |
$440 - $504
|
4.49K
$608K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 7.14% |
$440 - $504
|
39
$5.28K
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3- 0.21% |
$440 - $504
|
1.41K
$191K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$440 - $504
|
5.38K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3- 0.02% |
$440 - $504
|
17K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3- 0.16% |
$440 - $504
|
1.92K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-4- 0.3% |
$587 - $672
|
1.34K
$182K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-4- 0.17% |
$587 - $672
|
2.41K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.08% |
$587 - $672
|
5.14K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.58% |
$587 - $672
|
680
$92.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5- 0.1% |
$734 - $840
|
5.1K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.01% |
$734 - $840
|
55K
$7.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5- 0.03% |
$734 - $840
|
16.7K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$734 - $840
|
6.11K
$827K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-7- 0.12% |
$1.03K - $1.18K
|
5.79K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.14% |
$1.03K - $1.18K
|
5.07K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7- 2.06% |
$1.03K - $1.18K
|
333
$45.1K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7- 0.04% |
$1.03K - $1.18K
|
18.9K
$2.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-8- 0.15% |
$1.17K - $1.34K
|
5.25K
$712K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-8- 0.3% |
$1.17K - $1.34K
|
2.7K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-9- 0.08% |
$1.32K - $1.51K
|
11.1K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-9- 0.36% |
$1.32K - $1.51K
|
2.51K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 11.11% |
$1.32K - $1.51K
|
72
$9.76K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-9- 0.39% |
$1.32K - $1.51K
|
2.31K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-10- 0.65% |
$1.47K - $1.68K
|
1.53K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-10- 1.55% |
$1.47K - $1.68K
|
634
$85.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-11- 0.64% |
$1.61K - $1.85K
|
1.72K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.49% |
$1.61K - $1.85K
|
2.22K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11- 0.27% |
$1.61K - $1.85K
|
4.11K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-12- 0.1% |
$1.76K - $2.02K
|
12.5K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 4.2% |
$1.76K - $2.02K
|
274
$37.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-14- 0.17% |
$2.05K - $2.35K
|
8.05K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-14- 0.92% |
$2.05K - $2.35K
|
1.5K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-14- 0.2% |
$2.05K - $2.35K
|
7.15K
$969K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-14- 0.33% |
$2.05K - $2.35K
|
4.21K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-14- 0.07% |
$2.05K - $2.35K
|
18.8K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-14- 0.4% |
$2.05K - $2.35K
|
3.48K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.44% |
$2.2K - $2.52K
|
3.36K
$455K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.01% |
$2.35K - $2.69K
|
114K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-16- 0.83% |
$2.35K - $2.69K
|
1.92K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-16- 0.33% |
$2.35K - $2.69K
|
4.9K
$664K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-16- 0.53% |
$2.35K - $2.69K
|
2.98K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-17- 0.28% |
$2.49K - $2.86K
|
5.99K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 1.22% |
$2.49K - $2.86K
|
1.38K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-17- 0.05% |
$2.49K - $2.86K
|
36K
$4.88M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-17- 0.58% |
$2.49K - $2.86K
|
2.91K
$394K
|