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 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-18- 0.6% |
$2.64K - $3.02K
|
2.99K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-19- 0.97% |
$2.79K - $3.19K
|
1.95K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-19- 0.74% |
$2.79K - $3.19K
|
2.55K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-19- 1.18% |
$2.79K - $3.19K
|
1.59K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.34% |
$2.79K - $3.19K
|
5.57K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-19- 0.87% |
$2.79K - $3.19K
|
2.18K
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-20- 0.27% |
$2.93K - $3.36K
|
7.28K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-20- 0.56% |
$2.93K - $3.36K
|
3.58K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
SELL
|
- |
-20- 1.08% |
$2.93K - $3.36K
|
1.83K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-21- 0.03% |
$3.08K - $3.53K
|
82.5K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-22- 1.06% |
$3.23K - $3.7K
|
2.06K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-23- 0.27% |
$3.37K - $3.86K
|
8.6K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.96% |
$3.52K - $4.03K
|
2.47K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-25- 0.43% |
$3.67K - $4.2K
|
5.79K
$785K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-25- 1.26% |
$3.67K - $4.2K
|
1.97K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-25- 0.75% |
$3.67K - $4.2K
|
3.33K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-25- 1.59% |
$3.67K - $4.2K
|
1.55K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-26- 0.54% |
$3.81K - $4.37K
|
4.81K
$652K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-26- 0.23% |
$3.81K - $4.37K
|
11.5K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-26- 0.84% |
$3.81K - $4.37K
|
3.09K
$418K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-27- 0.15% |
$3.96K - $4.54K
|
17.7K
$2.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-28- 1.43% |
$4.11K - $4.7K
|
1.93K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-28- 1.28% |
$4.11K - $4.7K
|
2.16K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-30- 4.1% |
$4.4K - $5.04K
|
702
$95.1K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-30- 1.53% |
$4.4K - $5.04K
|
1.94K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-30- 1.42% |
$4.4K - $5.04K
|
2.08K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-31- 1.41% |
$4.55K - $5.21K
|
2.16K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-31- 1.35% |
$4.55K - $5.21K
|
2.27K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-32- 1.73% |
$4.69K - $5.38K
|
1.81K
$246K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-33- 0.55% |
$4.84K - $5.54K
|
5.97K
$809K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-34- 0.89% |
$4.99K - $5.71K
|
3.79K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-34- 0.16% |
$4.99K - $5.71K
|
21.4K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-35- 2.78% |
$5.13K - $5.88K
|
1.23K
$166K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 1.59% |
$5.43K - $6.21K
|
2.29K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-37- 1.59% |
$5.43K - $6.21K
|
2.29K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-37- 1.43% |
$5.43K - $6.21K
|
2.56K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-38- 1.98% |
$5.57K - $6.38K
|
1.88K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-38- 1.41% |
$5.57K - $6.38K
|
2.66K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-38- 0.19% |
$5.57K - $6.38K
|
19.5K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-38- 0.39% |
$5.57K - $6.38K
|
9.69K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-39- 1.34% |
$5.72K - $6.55K
|
2.86K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-39- 1.75% |
$5.72K - $6.55K
|
2.19K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-39- 0.12% |
$5.72K - $6.55K
|
32.8K
$4.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-39- 0.16% |
$5.72K - $6.55K
|
24.3K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.0% |
$5.72K - $6.55K
|
3.85K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-39- 2.12% |
$5.72K - $6.55K
|
1.8K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-39- 3.84% |
$5.72K - $6.55K
|
976
$132K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-39- 0.12% |
$5.72K - $6.55K
|
32.5K
$4.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-41- 0.36% |
$6.02K - $6.89K
|
11.2K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 0.23% |
$6.02K - $6.89K
|
18.1K
$2.46M
|