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 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-70- 4.4% |
$10.3K - $11.8K
|
1.52K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-71- 4.21% |
$10.4K - $11.9K
|
1.62K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-71- 0.44% |
$10.4K - $11.9K
|
15.9K
$2.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-74- 1.41% |
$10.9K - $12.4K
|
5.16K
$700K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-74- 4.38% |
$10.9K - $12.4K
|
1.62K
$219K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-75- 0.37% |
$11K - $12.6K
|
20.4K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-75- 5.19% |
$11K - $12.6K
|
1.37K
$186K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-76- 1.29% |
$11.1K - $12.8K
|
5.83K
$790K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-76- 0.62% |
$11.1K - $12.8K
|
12.1K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-77- 4.91% |
$11.3K - $12.9K
|
1.49K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-77- 0.51% |
$11.3K - $12.9K
|
15.1K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-78- 2.35% |
$11.4K - $13.1K
|
3.24K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-78- 5.49% |
$11.4K - $13.1K
|
1.34K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-80- 4.0% |
$11.7K - $13.4K
|
1.92K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-80- 2.03% |
$11.7K - $13.4K
|
3.86K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-80- 0.68% |
$11.7K - $13.4K
|
11.6K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-80- 3.82% |
$11.7K - $13.4K
|
2.02K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-81- 0.96% |
$11.9K - $13.6K
|
8.37K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-81- 1.76% |
$11.9K - $13.6K
|
4.53K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-81- 5.36% |
$11.9K - $13.6K
|
1.43K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-81- 3.02% |
$11.9K - $13.6K
|
2.6K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-81- 0.91% |
$11.9K - $13.6K
|
8.81K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-83- 9.57% |
$12.2K - $13.9K
|
784
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-84- 2.63% |
$12.3K - $14.1K
|
3.11K
$422K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-84- 1.44% |
$12.3K - $14.1K
|
5.75K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-85- 0.27% |
$12.5K - $14.3K
|
30.9K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-85- 3.87% |
$12.5K - $14.3K
|
2.11K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-87- 5.47% |
$12.8K - $14.6K
|
1.5K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-88- 2.18% |
$12.9K - $14.8K
|
3.95K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-88- 1.36% |
$12.9K - $14.8K
|
6.39K
$866K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-89- 1.31% |
$13.1K - $14.9K
|
6.71K
$909K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-89- 3.79% |
$13.1K - $14.9K
|
2.26K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-90- 3.41% |
$13.2K - $15.1K
|
2.55K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-90- 2.95% |
$13.2K - $15.1K
|
2.97K
$402K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-90- 0.2% |
$13.2K - $15.1K
|
44.2K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-92- 1.61% |
$13.5K - $15.5K
|
5.62K
$762K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-92- 12.78% |
$13.5K - $15.5K
|
628
$85.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-92- 2.01% |
$13.5K - $15.5K
|
4.5K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 2.02% |
$13.5K - $15.5K
|
4.46K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-92- 0.11% |
$13.5K - $15.5K
|
80.1K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-92- 1.98% |
$13.5K - $15.5K
|
4.56K
$618K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-93- 1.8% |
$13.6K - $15.6K
|
5.07K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 1.68% |
$13.8K - $15.8K
|
5.49K
$744K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-94- 3.62% |
$13.8K - $15.8K
|
2.5K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-95- 2.2% |
$13.9K - $16K
|
4.22K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-95- 5.99% |
$13.9K - $16K
|
1.49K
$202K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-95- 1.85% |
$13.9K - $16K
|
5.05K
$684K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-96- 1.09% |
$14.1K - $16.1K
|
8.74K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-97- 2.16% |
$14.2K - $16.3K
|
4.39K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-99- 1.47% |
$14.5K - $16.6K
|
6.63K
$898K
|