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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.76K+ 128.5% |
$1.43M - $1.64M
|
17.4K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.66K+ 148.43% |
$1.42M - $1.62M
|
16.2K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
9.47K+ 164.81% |
$1.39M - $1.59M
|
15.2K
$2.06M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.41K+ 3.07% |
$1.38M - $1.58M
|
316K
$42.9M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.94K+ 96.38% |
$1.31M - $1.5M
|
18.2K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.84K+ 16.47% |
$1.3M - $1.48M
|
62.5K
$8.47M
|
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
BUY
|
- |
8.8K+ 314.29% |
$1.29M - $1.48M
|
11.6K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.79KNew |
$1.29M - $1.48M
|
8.79K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8.76K+ 94.4% |
$1.29M - $1.47M
|
18K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
8.59K+ 214.96% |
$1.26M - $1.44M
|
12.6K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.49K+ 10.89% |
$1.24M - $1.43M
|
86.4K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.43K+ 3.2% |
$1.24M - $1.42M
|
272K
$36.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.23K+ 26.91% |
$1.21M - $1.38M
|
38.8K
$5.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.23K+ 2.12% |
$1.21M - $1.38M
|
396K
$53.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.19K+ 392.95% |
$1.2M - $1.38M
|
10.3K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8.13K+ 12.15% |
$1.19M - $1.37M
|
75K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.93K+ 2.33% |
$1.16M - $1.33M
|
348K
$47.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 0.64% |
$1.13M - $1.29M
|
1.21M
$164M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7.23K+ 9.64% |
$1.06M - $1.21M
|
82.2K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.2K+ 58.93% |
$1.06M - $1.21M
|
19.4K
$2.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.18K+ 29.02% |
$1.05M - $1.21M
|
31.9K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.09KNew |
$1.04M - $1.19M
|
7.09K
$960K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.08K+ 2.66% |
$1.04M - $1.19M
|
274K
$37.1M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.04K+ 316.02% |
$1.03M - $1.18M
|
9.27K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.02K+ 32.77% |
$1.03M - $1.18M
|
28.4K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.01K+ 3.0% |
$1.03M - $1.18M
|
241K
$32.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.86K+ 4.56% |
$1.01M - $1.15M
|
157K
$21.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.83K+ 1.0% |
$1M - $1.15M
|
687K
$93.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.79K+ 78.05% |
$997K - $1.14M
|
15.5K
$2.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
6.74K+ 38.71% |
$989K - $1.13M
|
24.2K
$3.27M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.68K+ 37.53% |
$981K - $1.12M
|
24.5K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
6.67K+ 4.08% |
$978K - $1.12M
|
170K
$23.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$894K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.53KNew |
$958K - $1.1M
|
6.53K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.47K+ 8.93% |
$950K - $1.09M
|
79K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.42K+ 52.26% |
$941K - $1.08M
|
18.7K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.34K+ 3.27% |
$930K - $1.07M
|
200K
$27.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.2K+ 11.81% |
$910K - $1.04M
|
58.7K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.16K+ 32.73% |
$904K - $1.03M
|
25K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.11K+ 10.94% |
$897K - $1.03M
|
62K
$8.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.9K+ 3.41% |
$865K - $990K
|
179K
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 13.43% |
$862K - $986K
|
49.6K
$6.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5.82K+ 16.33% |
$853K - $977K
|
41.4K
$5.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
5.81KNew |
$853K - $976K
|
5.81K
$787K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.76K+ 2.58% |
$845K - $967K
|
229K
$31.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.69K+ 11.69% |
$834K - $955K
|
54.3K
$7.36M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5.66K+ 1.5% |
$830K - $950K
|
384K
$52M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.44K+ 2.71% |
$799K - $914K
|
206K
$28M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 196.61% |
$791K - $906K
|
8.13K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$789K - $903K
|
5.38K
$729K
|