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 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-440- 2.73% |
$64.6K - $73.9K
|
15.7K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-442- 2.86% |
$64.8K - $74.2K
|
15K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-444- 11.99% |
$65.1K - $74.6K
|
3.26K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-456- 12.49% |
$66.9K - $76.6K
|
3.2K
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-458- 0.46% |
$67.2K - $76.9K
|
98.5K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-458- 8.02% |
$67.2K - $76.9K
|
5.25K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-459- 2.14% |
$67.3K - $77.1K
|
20.9K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-469- 0.65% |
$68.8K - $78.8K
|
71.4K
$9.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-470- 2.44% |
$69K - $78.9K
|
18.8K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-474- 28.18% |
$69.5K - $79.6K
|
1.21K
$164K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-474- 5.61% |
$69.5K - $79.6K
|
7.98K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-476- 9.99% |
$69.8K - $80K
|
4.29K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-480- 1.29% |
$70.4K - $80.6K
|
36.8K
$4.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-482- 2.22% |
$70.7K - $81K
|
21.3K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-483- 0.15% |
$70.9K - $81.1K
|
326K
$44.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-485- 1.42% |
$71.2K - $81.5K
|
33.7K
$4.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-486- 2.9% |
$71.3K - $81.6K
|
16.3K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-486- 15.73% |
$71.3K - $81.6K
|
2.6K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-490- 0.88% |
$71.9K - $82.3K
|
55.3K
$7.49M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-490- 25.63% |
$71.9K - $82.3K
|
1.42K
$193K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-492- 2.24% |
$72.2K - $82.6K
|
21.4K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-500- 4.91% |
$73.4K - $84K
|
9.68K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-502- 1.26% |
$73.6K - $84.3K
|
39.2K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-502- 4.8% |
$73.6K - $84.3K
|
9.95K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-503- 3.55% |
$73.8K - $84.5K
|
13.7K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-506- 2.18% |
$74.2K - $85K
|
22.7K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-510- 22.22% |
$74.8K - $85.7K
|
1.79K
$242K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-513- 12.47% |
$75.3K - $86.2K
|
3.6K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-515- 1.0% |
$75.6K - $86.5K
|
50.8K
$6.88M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-516- 2.09% |
$75.7K - $86.7K
|
24.2K
$3.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-518- 2.85% |
$76K - $87K
|
17.6K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-520- 16.65% |
$76.3K - $87.3K
|
2.6K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-525- 2.08% |
$77K - $88.2K
|
24.7K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-529- 11.06% |
$77.6K - $88.9K
|
4.25K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-530- 0.27% |
$77.8K - $89K
|
198K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-537- 18.64% |
$78.8K - $90.2K
|
2.34K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-538- 14.19% |
$78.9K - $90.4K
|
3.25K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-541- 3.5% |
$79.4K - $90.9K
|
14.9K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-545- 1.32% |
$80K - $91.5K
|
40.7K
$5.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-545- 0.37% |
$80K - $91.5K
|
148K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-549- 0.88% |
$80.5K - $92.2K
|
62.1K
$8.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-550- 0.84% |
$80.7K - $92.4K
|
64.9K
$8.79M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-550- 2.38% |
$80.7K - $92.4K
|
22.5K
$3.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-552- 0.6% |
$81K - $92.7K
|
91.9K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-552- 4.21% |
$81K - $92.7K
|
12.6K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-554- 28.42% |
$81.3K - $93.1K
|
1.4K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-574- 15.88% |
$84.2K - $96.4K
|
3.04K
$412K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-577- 28.17% |
$84.7K - $96.9K
|
1.47K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-582- 0.31% |
$85.4K - $97.8K
|
189K
$25.6M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-582- 21.3% |
$85.4K - $97.8K
|
2.15K
$291K
|