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
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-358- 2.33% |
$52.5K - $60.1K
|
15K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-358- 2.26% |
$52.5K - $60.1K
|
15.5K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-360- 1.45% |
$52.8K - $60.5K
|
24.5K
$3.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-361- 5.28% |
$53K - $60.6K
|
6.47K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-361- 5.33% |
$53K - $60.6K
|
6.41K
$869K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-363- 1.49% |
$53.3K - $61K
|
24K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-365- 20.43% |
$53.5K - $61.3K
|
1.42K
$193K
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-368- 1.62% |
$54K - $61.8K
|
22.4K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-368- 0.36% |
$54K - $61.8K
|
102K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-369- 2.39% |
$54.1K - $62K
|
15.1K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-370- 1.61% |
$54.3K - $62.1K
|
22.6K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-371- 3.03% |
$54.4K - $62.3K
|
11.9K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-375- 1.02% |
$55K - $63K
|
36.2K
$4.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-376- 2.48% |
$55.2K - $63.2K
|
14.8K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-376- 2.17% |
$55.2K - $63.2K
|
17K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-380- 8.86% |
$55.7K - $63.8K
|
3.91K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-380- 5.05% |
$55.7K - $63.8K
|
7.15K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-382- 3.03% |
$56K - $64.2K
|
12.2K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-383- 11.22% |
$56.2K - $64.3K
|
3.03K
$411K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-383- 3.44% |
$56.2K - $64.3K
|
10.7K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-385- 2.71% |
$56.5K - $64.7K
|
13.8K
$1.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-387- 18.57% |
$56.8K - $65K
|
1.7K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-390- 2.97% |
$57.2K - $65.5K
|
12.7K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-390- 16.5% |
$57.2K - $65.5K
|
1.97K
$267K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-390- 5.11% |
$57.2K - $65.5K
|
7.25K
$982K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-392- 70.38% |
$57.5K - $65.8K
|
165
$22.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-393- 2.56% |
$57.7K - $66K
|
15K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-395- 14.88% |
$58K - $66.3K
|
2.26K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-399- 4.95% |
$58.5K - $67K
|
7.67K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-399- 18.92% |
$58.5K - $67K
|
1.71K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-400- 2.75% |
$58.7K - $67.2K
|
14.1K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-404- 7.16% |
$59.3K - $67.9K
|
5.24K
$710K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-408- 80.95% |
$59.9K - $68.5K
|
96
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-411- 12.99% |
$60.3K - $69K
|
2.75K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-414- 7.29% |
$60.7K - $69.5K
|
5.27K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-415- 20.36% |
$60.9K - $69.7K
|
1.62K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-416- 2.26% |
$61K - $69.9K
|
18K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-420- 2.95% |
$61.6K - $70.5K
|
13.8K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-421- 12.28% |
$61.8K - $70.7K
|
3.01K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-422- 3.26% |
$61.9K - $70.9K
|
12.5K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-423- 3.51% |
$62.1K - $71.1K
|
11.6K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-424- 4.81% |
$62.2K - $71.2K
|
8.39K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-425- 22.62% |
$62.4K - $71.4K
|
1.45K
$197K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-426- 44.19% |
$62.5K - $71.6K
|
538
$72.9K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-426- 1.58% |
$62.5K - $71.6K
|
26.5K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-427- 3.57% |
$62.6K - $71.7K
|
11.5K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-428- 0.89% |
$62.8K - $71.9K
|
47.9K
$6.49M
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-430- 1.49% |
$63.1K - $72.2K
|
28.4K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-434- 11.25% |
$63.7K - $72.9K
|
3.42K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-437- 24.68% |
$64.1K - $73.4K
|
1.33K
$181K
|