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 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
20+ 0.71% |
$2.93K - $3.36K
|
2.85K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.41% |
$2.93K - $3.36K
|
4.88K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
19+ 0.12% |
$2.79K - $3.19K
|
16.4K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
19+ 0.09% |
$2.79K - $3.19K
|
20.1K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
19+ 0.38% |
$2.79K - $3.19K
|
4.99K
$770K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 0.22% |
$2.79K - $3.19K
|
8.52K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
19+ 0.96% |
$2.79K - $3.19K
|
2K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
18+ 0.67% |
$2.64K - $3.02K
|
2.71K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 69.23% |
$2.64K - $3.02K
|
44
$6.8K
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
BUY
|
- |
18+ 0.15% |
$2.64K - $3.02K
|
11.7K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
18+ 13.64% |
$2.64K - $3.02K
|
150
$23.2K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
18+ 1.01% |
$2.64K - $3.02K
|
1.79K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
17+ 0.46% |
$2.49K - $2.86K
|
3.71K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
17+ 0.42% |
$2.49K - $2.86K
|
4.05K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
17+ 0.75% |
$2.49K - $2.86K
|
2.3K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
17+ 0.72% |
$2.49K - $2.86K
|
2.38K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16+ 0.66% |
$2.35K - $2.69K
|
2.45K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
16+ 0.4% |
$2.35K - $2.69K
|
4.04K
$624K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
16+ 0.6% |
$2.35K - $2.69K
|
2.7K
$417K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
16+ 0.52% |
$2.35K - $2.69K
|
3.09K
$477K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15+ 0.68% |
$2.2K - $2.52K
|
2.22K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
15+ 0.45% |
$2.2K - $2.52K
|
3.34K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15+ 0.35% |
$2.2K - $2.52K
|
4.33K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
15+ 0.43% |
$2.2K - $2.52K
|
3.5K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.06% |
$2.2K - $2.52K
|
25.4K
$3.92M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
15+ 0.05% |
$2.2K - $2.52K
|
29K
$4.48M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
15+ 0.41% |
$2.2K - $2.52K
|
3.69K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 0.36% |
$2.2K - $2.52K
|
4.17K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
15+ 0.58% |
$2.2K - $2.52K
|
2.6K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.13K
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14+ 1.38% |
$2.05K - $2.35K
|
1.03K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
14+ 0.38% |
$2.05K - $2.35K
|
3.69K
$570K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14+ 1.1% |
$2.05K - $2.35K
|
1.28K
$198K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
14+ 0.77% |
$2.05K - $2.35K
|
1.83K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
14+ 0.66% |
$2.05K - $2.35K
|
2.14K
$330K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
14New |
$2.05K - $2.35K
|
14
$2.16K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 30.95% |
$1.91K - $2.18K
|
55
$8.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
13+ 0.1% |
$1.91K - $2.18K
|
13.1K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
13+ 0.42% |
$1.91K - $2.18K
|
3.09K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
13+ 0.3% |
$1.91K - $2.18K
|
4.31K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.56% |
$1.91K - $2.18K
|
2.33K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
12+ 0.39% |
$1.76K - $2.02K
|
3.07K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.48% |
$1.76K - $2.02K
|
2.53K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
12+ 0.19% |
$1.76K - $2.02K
|
6.48K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12+ 0.65% |
$1.76K - $2.02K
|
1.85K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.43% |
$1.76K - $2.02K
|
2.81K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
12+ 0.08% |
$1.76K - $2.02K
|
14.2K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
12+ 3.44% |
$1.76K - $2.02K
|
361
$55.8K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
12+ 9.6% |
$1.76K - $2.02K
|
137
$21.2K
|