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 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-295- 4.55% |
$43.3K - $49.6K
|
6.19K
$839K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-295- 16.52% |
$43.3K - $49.6K
|
1.49K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-300- 35.59% |
$44K - $50.4K
|
543
$73.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 9.19% |
$44K - $50.4K
|
2.96K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-300- 18.81% |
$44K - $50.4K
|
1.3K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-304- 12.37% |
$44.6K - $51.1K
|
2.15K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-307- 1.81% |
$45K - $51.6K
|
16.6K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-310- 25.73% |
$45.5K - $52.1K
|
895
$121K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-310- 2.03% |
$45.5K - $52.1K
|
14.9K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-312- 0.92% |
$45.8K - $52.4K
|
33.7K
$4.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-313- 5.82% |
$45.9K - $52.6K
|
5.07K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-315- 6.29% |
$46.2K - $52.9K
|
4.69K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-316- 19.4% |
$46.4K - $53.1K
|
1.31K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-316- 3.83% |
$46.4K - $53.1K
|
7.93K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-316- 1.42% |
$46.4K - $53.1K
|
21.9K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-318- 6.35% |
$46.7K - $53.4K
|
4.69K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-318- 13.57% |
$46.7K - $53.4K
|
2.03K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-323- 1.94% |
$47.4K - $54.3K
|
16.4K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-323- 1.12% |
$47.4K - $54.3K
|
28.4K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-324- 0.35% |
$47.5K - $54.4K
|
93.1K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-324- 7.47% |
$47.5K - $54.4K
|
4.01K
$544K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-324- 2.79% |
$47.5K - $54.4K
|
11.3K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-325- 1.58% |
$47.7K - $54.6K
|
20.3K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-325- 0.83% |
$47.7K - $54.6K
|
38.8K
$5.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-329- 4.4% |
$48.3K - $55.3K
|
7.15K
$968K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-329- 1.12% |
$48.3K - $55.3K
|
29.1K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-330- 68.75% |
$48.4K - $55.4K
|
150
$20.3K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-332- 1.78% |
$48.7K - $55.8K
|
18.3K
$2.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-332- 15.58% |
$48.7K - $55.8K
|
1.8K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-333- 16.07% |
$48.9K - $55.9K
|
1.74K
$236K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 4.52% |
$49K - $56.1K
|
7.06K
$956K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 0.84% |
$49.1K - $56.3K
|
39.8K
$5.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-336- 1.48% |
$49.3K - $56.4K
|
22.4K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-337- 6.81% |
$49.4K - $56.6K
|
4.61K
$625K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338- 12.86% |
$49.6K - $56.8K
|
2.29K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-339- 6.73% |
$49.7K - $56.9K
|
4.7K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-340- 0.49% |
$49.9K - $57.1K
|
69.2K
$9.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-341- 6.56% |
$50K - $57.3K
|
4.86K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-342- 12.9% |
$50.2K - $57.4K
|
2.31K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-345- 19.79% |
$50.6K - $57.9K
|
1.4K
$189K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-349- 4.03% |
$51.2K - $58.6K
|
8.32K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-349- 0.69% |
$51.2K - $58.6K
|
50K
$6.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 10.24% |
$51.3K - $58.8K
|
3.07K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 7.71% |
$51.3K - $58.8K
|
4.19K
$567K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 14.48% |
$51.3K - $58.8K
|
2.07K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-352- 5.33% |
$51.6K - $59.1K
|
6.26K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-355- 12.93% |
$52.1K - $59.6K
|
2.39K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-355- 1.94% |
$52.1K - $59.6K
|
17.9K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-355- 5.27% |
$52.1K - $59.6K
|
6.38K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-355- 3.7% |
$52.1K - $59.6K
|
9.23K
$1.25M
|