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 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$18.8K - $21.5K
|
61.3K
$8.31M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-128- 0.99% |
$18.8K - $21.5K
|
12.7K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-129- 3.34% |
$18.9K - $21.7K
|
3.74K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-130- 1.77% |
$19.1K - $21.8K
|
7.23K
$980K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-130- 1.56% |
$19.1K - $21.8K
|
8.18K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-132- 5.21% |
$19.4K - $22.2K
|
2.4K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-133- 1.32% |
$19.5K - $22.3K
|
9.92K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-133- 1.07% |
$19.5K - $22.3K
|
12.3K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-134- 8.6% |
$19.7K - $22.5K
|
1.42K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-134- 3.36% |
$19.7K - $22.5K
|
3.86K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-135- 5.84% |
$19.8K - $22.7K
|
2.18K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-135- 6.04% |
$19.8K - $22.7K
|
2.1K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-136- 2.99% |
$20K - $22.8K
|
4.42K
$599K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-137- 0.34% |
$20.1K - $23K
|
39.7K
$5.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-137- 4.23% |
$20.1K - $23K
|
3.1K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-137- 1.28% |
$20.1K - $23K
|
10.6K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-137- 7.15% |
$20.1K - $23K
|
1.78K
$241K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-138- 3.34% |
$20.2K - $23.2K
|
4K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-140- 2.31% |
$20.5K - $23.5K
|
5.93K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-140- 0.71% |
$20.5K - $23.5K
|
19.6K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-141- 0.75% |
$20.7K - $23.7K
|
18.6K
$2.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-143- 1.39% |
$21K - $24K
|
10.1K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-143- 2.12% |
$21K - $24K
|
6.6K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-145- 2.71% |
$21.3K - $24.4K
|
5.2K
$705K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-146- 3.09% |
$21.4K - $24.5K
|
4.58K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-147- 4.14% |
$21.6K - $24.7K
|
3.41K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-148- 0.91% |
$21.7K - $24.9K
|
16.1K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-148- 2.88% |
$21.7K - $24.9K
|
4.99K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-150- 1.31% |
$22K - $25.2K
|
11.3K
$1.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-150- 0.51% |
$22K - $25.2K
|
29.3K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-150- 0.34% |
$22K - $25.2K
|
43.4K
$5.88M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-150- 10.0% |
$22K - $25.2K
|
1.35K
$183K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-150- 8.88% |
$22K - $25.2K
|
1.54K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-154- 0.51% |
$22.6K - $25.9K
|
29.9K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-155- 1.23% |
$22.7K - $26K
|
12.5K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-159- 5.84% |
$23.3K - $26.7K
|
2.57K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-160- 11.49% |
$23.5K - $26.9K
|
1.23K
$167K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-160- 1.55% |
$23.5K - $26.9K
|
10.2K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-160- 1.18% |
$23.5K - $26.9K
|
13.4K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-160- 56.54% |
$23.5K - $26.9K
|
123
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-161- 7.94% |
$23.6K - $27K
|
1.87K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-162- 1.02% |
$23.8K - $27.2K
|
15.8K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-162- 8.97% |
$23.8K - $27.2K
|
1.65K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.6% |
$23.9K - $27.4K
|
6.12K
$829K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-163- 8.11% |
$23.9K - $27.4K
|
1.85K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-164- 0.76% |
$24.1K - $27.5K
|
21.4K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-168- 0.86% |
$24.6K - $28.2K
|
19.5K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-169- 4.7% |
$24.8K - $28.4K
|
3.43K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-169- 4.23% |
$24.8K - $28.4K
|
3.82K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-170- 5.34% |
$24.9K - $28.6K
|
3.01K
$408K
|