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 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.76% |
$14.7K - $16.8K
|
13K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 1.85% |
$14.7K - $16.8K
|
5.31K
$719K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 0.77% |
$14.7K - $16.8K
|
12.9K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-100- 6.65% |
$14.7K - $16.8K
|
1.4K
$190K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.47% |
$14.7K - $16.8K
|
21.1K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.25% |
$14.7K - $16.8K
|
4.35K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.3% |
$14.7K - $16.8K
|
33.1K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-103- 4.92% |
$15.1K - $17.3K
|
1.99K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 2.84% |
$15.3K - $17.5K
|
3.56K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-105- 2.41% |
$15.4K - $17.6K
|
4.26K
$577K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-106- 5.4% |
$15.6K - $17.8K
|
1.86K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-106- 4.01% |
$15.6K - $17.8K
|
2.54K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-107- 1.67% |
$15.7K - $18K
|
6.29K
$853K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-108- 5.58% |
$15.8K - $18.1K
|
1.83K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-109- 2.11% |
$16K - $18.3K
|
5.05K
$685K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-109- 0.05% |
$16K - $18.3K
|
236K
$32M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-109- 0.32% |
$16K - $18.3K
|
33.7K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-110- 1.22% |
$16.1K - $18.5K
|
8.9K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-110- 4.34% |
$16.1K - $18.5K
|
2.42K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-110- 0.6% |
$16.1K - $18.5K
|
18.1K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-111- 3.25% |
$16.3K - $18.6K
|
3.31K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-112- 6.12% |
$16.4K - $18.8K
|
1.72K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-112- 0.27% |
$16.4K - $18.8K
|
40.8K
$5.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-112- 0.44% |
$16.4K - $18.8K
|
25.1K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-113- 1.76% |
$16.6K - $19K
|
6.3K
$854K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-114- 1.13% |
$16.7K - $19.1K
|
9.99K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-115- 0.22% |
$16.9K - $19.3K
|
52.8K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-115- 0.53% |
$16.9K - $19.3K
|
21.5K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-116- 1.84% |
$17K - $19.5K
|
6.19K
$838K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-118- 0.88% |
$17.3K - $19.8K
|
13.2K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-119- 1.49% |
$17.5K - $20K
|
7.87K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 5.47% |
$17.6K - $20.2K
|
2.07K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 0.38% |
$17.6K - $20.2K
|
31.1K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-121- 0.93% |
$17.8K - $20.3K
|
12.8K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.71% |
$17.8K - $20.3K
|
16.8K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-121- 4.85% |
$17.8K - $20.3K
|
2.37K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 6.4% |
$17.9K - $20.5K
|
1.78K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-123- 5.16% |
$18K - $20.7K
|
2.26K
$307K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-124- 6.31% |
$18.2K - $20.8K
|
1.84K
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$18.3K - $21K
|
71.5K
$9.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-125- 17.01% |
$18.3K - $21K
|
610
$82.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-125- 1.89% |
$18.3K - $21K
|
6.49K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-125- 4.14% |
$18.3K - $21K
|
2.9K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-126- 5.21% |
$18.5K - $21.2K
|
2.29K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-126- 7.11% |
$18.5K - $21.2K
|
1.65K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-126- 27.27% |
$18.5K - $21.2K
|
336
$45.5K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-126- 2.01% |
$18.5K - $21.2K
|
6.14K
$832K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-127- 1.36% |
$18.6K - $21.3K
|
9.19K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-128- 3.84% |
$18.8K - $21.5K
|
3.21K
$434K
|