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 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-41- 0.74% |
$6.02K - $6.89K
|
5.52K
$747K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-42- 5.82% |
$6.16K - $7.05K
|
680
$92.1K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-43- 1.82% |
$6.31K - $7.22K
|
2.32K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-44- 1.24% |
$6.46K - $7.39K
|
3.51K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-45- 1.95% |
$6.6K - $7.56K
|
2.26K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-46- 1.22% |
$6.75K - $7.73K
|
3.74K
$506K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-46- 1.72% |
$6.75K - $7.73K
|
2.62K
$355K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-46- 0.71% |
$6.75K - $7.73K
|
6.39K
$866K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-46- 0.38% |
$6.75K - $7.73K
|
12.2K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-47- 0.77% |
$6.9K - $7.89K
|
6.04K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-47- 0.6% |
$6.9K - $7.89K
|
7.74K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-47- 3.23% |
$6.9K - $7.89K
|
1.41K
$191K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-47- 1.49% |
$6.9K - $7.89K
|
3.1K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-48- 1.12% |
$7.04K - $8.06K
|
4.25K
$576K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-49- 0.45% |
$7.19K - $8.23K
|
10.8K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 1.54% |
$7.34K - $8.4K
|
3.19K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-50- 7.07% |
$7.34K - $8.4K
|
657
$89K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.27% |
$7.34K - $8.4K
|
18.2K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 1.1% |
$7.34K - $8.4K
|
4.48K
$607K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 2.36% |
$7.34K - $8.4K
|
2.07K
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-52- 1.77% |
$7.63K - $8.73K
|
2.89K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-52- 48.15% |
$7.63K - $8.73K
|
56
$7.59K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-54- 1.15% |
$7.92K - $9.07K
|
4.65K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-55- 2.07% |
$8.07K - $9.24K
|
2.6K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-55- 0.36% |
$8.07K - $9.24K
|
15.3K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-55- 1.0% |
$8.07K - $9.24K
|
5.42K
$734K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-56- 0.13% |
$8.22K - $9.41K
|
44.5K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-57- 3.93% |
$8.36K - $9.57K
|
1.39K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 1.41% |
$8.51K - $9.74K
|
4.06K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-58- 2.62% |
$8.51K - $9.74K
|
2.15K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-59- 1.52% |
$8.66K - $9.91K
|
3.82K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-59- 2.71% |
$8.66K - $9.91K
|
2.12K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-59- 0.05% |
$8.66K - $9.91K
|
119K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-60- 0.84% |
$8.8K - $10.1K
|
7.05K
$955K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-61- 3.28% |
$8.95K - $10.2K
|
1.8K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-61- 0.74% |
$8.95K - $10.2K
|
8.18K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-62- 2.43% |
$9.1K - $10.4K
|
2.49K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-62- 1.65% |
$9.1K - $10.4K
|
3.69K
$499K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-64- 2.1% |
$9.39K - $10.8K
|
2.99K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-64- 12.05% |
$9.39K - $10.8K
|
467
$63.3K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 1.05% |
$9.39K - $10.8K
|
6.04K
$818K
|
|
|
Apr 01, 2025
Q1 2025
|
Penbrook Management LLC
|
SELL
|
- |
-65- 4.18% |
$9.54K - $10.9K
|
1.49K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-65- 0.74% |
$9.54K - $10.9K
|
8.76K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-65- 4.01% |
$9.54K - $10.9K
|
1.56K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-65- 0.39% |
$9.54K - $10.9K
|
16.7K
$2.26M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-66- 0.54% |
$9.68K - $11.1K
|
12.2K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-68- 4.73% |
$9.98K - $11.4K
|
1.37K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-68- 0.32% |
$9.98K - $11.4K
|
21.5K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-68- 4.44% |
$9.98K - $11.4K
|
1.46K
$198K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-70- 3.25% |
$10.3K - $11.8K
|
2.08K
$282K
|