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
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-170- 8.41% |
$24.9K - $28.6K
|
1.85K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-171- 1.1% |
$25.1K - $28.7K
|
15.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-172- 5.94% |
$25.2K - $28.9K
|
2.73K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-173- 3.14% |
$25.4K - $29.1K
|
5.33K
$722K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-175- 9.6% |
$25.7K - $29.4K
|
1.65K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-176- 2.62% |
$25.8K - $29.6K
|
6.53K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-179- 0.51% |
$26.3K - $30.1K
|
35K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-179- 10.67% |
$26.3K - $30.1K
|
1.5K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-180- 1.96% |
$26.4K - $30.2K
|
8.99K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-180- 0.62% |
$26.4K - $30.2K
|
28.7K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 0.74% |
$26.4K - $30.2K
|
24.2K
$3.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-181- 3.15% |
$26.6K - $30.4K
|
5.57K
$755K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-182- 2.28% |
$26.7K - $30.6K
|
7.8K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-184- 1.16% |
$27K - $30.9K
|
15.6K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-184- 0.22% |
$27K - $30.9K
|
83.8K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 0.28% |
$27.1K - $31.1K
|
66.8K
$9.05M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-185- 1.27% |
$27.1K - $31.1K
|
14.3K
$1.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-186- 9.66% |
$27.3K - $31.2K
|
1.74K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-186- 0.24% |
$27.3K - $31.2K
|
76K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-189- 4.2% |
$27.7K - $31.7K
|
4.31K
$584K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-189- 7.4% |
$27.7K - $31.7K
|
2.36K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 10.19% |
$27.9K - $31.9K
|
1.67K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-190- 1.0% |
$27.9K - $31.9K
|
18.7K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-190- 2.04% |
$27.9K - $31.9K
|
9.11K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-192- 5.88% |
$28.2K - $32.3K
|
3.08K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 2.91% |
$28.6K - $32.8K
|
6.5K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-195- 0.41% |
$28.6K - $32.8K
|
47.3K
$6.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-197- 1.77% |
$28.9K - $33.1K
|
11K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-200- 1.09% |
$29.3K - $33.6K
|
18.2K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.04% |
$29.3K - $33.6K
|
453K
$61.4M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 1.58% |
$29.3K - $33.6K
|
12.4K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 1.32% |
$29.3K - $33.6K
|
14.9K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 10.5% |
$29.3K - $33.6K
|
1.71K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 3.8% |
$29.5K - $33.8K
|
5.08K
$689K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 10.52% |
$29.6K - $33.9K
|
1.72K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-202- 9.83% |
$29.6K - $33.9K
|
1.85K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-202- 1.5% |
$29.6K - $33.9K
|
13.2K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-203- 4.2% |
$29.8K - $34.1K
|
4.63K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-204- 10.84% |
$29.9K - $34.3K
|
1.68K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.77% |
$30.1K - $34.4K
|
11.4K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-205- 1.31% |
$30.1K - $34.4K
|
15.4K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-205- 7.87% |
$30.1K - $34.4K
|
2.4K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-210- 3.77% |
$30.8K - $35.3K
|
5.36K
$726K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-213- 5.76% |
$31.2K - $35.8K
|
3.48K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-215- 1.88% |
$31.5K - $36.1K
|
11.2K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-216- 1.1% |
$31.7K - $36.3K
|
19.5K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-220- 5.14% |
$32.3K - $37K
|
4.06K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-223- 4.03% |
$32.7K - $37.5K
|
5.31K
$720K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-224- 2.47% |
$32.9K - $37.6K
|
8.85K
$1.2M
|