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
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-584- 50.87% |
$85.7K - $98.1K
|
564
$76.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-587- 0.81% |
$86.1K - $98.6K
|
71.9K
$9.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-588- 87.24% |
$86.3K - $98.8K
|
86
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-591- 0.13% |
$86.7K - $99.3K
|
462K
$62.6M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-595- 1.97% |
$87.3K - $99.9K
|
29.7K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-600- 1.64% |
$88K - $101K
|
35.9K
$4.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-600- 2.55% |
$88K - $101K
|
23K
$3.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-601- 3.2% |
$88.2K - $101K
|
18.2K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-607- 1.82% |
$89.1K - $102K
|
32.7K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-607- 1.97% |
$89.1K - $102K
|
30.2K
$4.1M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-609- 22.34% |
$89.3K - $102K
|
2.12K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-609- 9.45% |
$89.3K - $102K
|
5.84K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-610- 5.33% |
$89.5K - $102K
|
10.8K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-612- 10.75% |
$89.8K - $103K
|
5.08K
$688K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-621- 3.37% |
$91.1K - $104K
|
17.8K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-622- 3.77% |
$91.3K - $104K
|
15.9K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-624- 2.1% |
$91.5K - $105K
|
29.1K
$3.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-626- 0.75% |
$91.8K - $105K
|
82.7K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-630- 4.94% |
$92.4K - $106K
|
12.1K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-632- 10.17% |
$92.7K - $106K
|
5.58K
$756K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-633- 10.34% |
$92.9K - $106K
|
5.49K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-636- 1.86% |
$93.3K - $107K
|
33.5K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-637- 3.59% |
$93.5K - $107K
|
17.1K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-638- 3.34% |
$93.6K - $107K
|
18.5K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-640- 46.65% |
$93.9K - $108K
|
732
$99.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-641- 20.88% |
$94K - $108K
|
2.43K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-643- 23.25% |
$94.3K - $108K
|
2.12K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-648- 5.37% |
$95.1K - $109K
|
11.4K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-650- 17.02% |
$95.4K - $109K
|
3.17K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-653- 6.05% |
$95.8K - $110K
|
10.1K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-658- 1.47% |
$96.5K - $111K
|
44K
$5.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-667- 6.51% |
$97.9K - $112K
|
9.57K
$1.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-678- 12.5% |
$99.5K - $114K
|
4.74K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-678- 3.67% |
$99.5K - $114K
|
17.8K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-682- 2.42% |
$100K - $115K
|
27.5K
$3.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-688- 22.53% |
$101K - $116K
|
2.37K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-691- 4.89% |
$101K - $116K
|
13.4K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-696- 14.05% |
$102K - $117K
|
4.26K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-703- 6.76% |
$103K - $118K
|
9.69K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-706- 2.87% |
$104K - $119K
|
23.9K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-707- 4.64% |
$104K - $119K
|
14.5K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-708- 5.77% |
$104K - $119K
|
11.6K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-719- 2.05% |
$105K - $121K
|
34.4K
$4.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-724- 2.67% |
$106K - $122K
|
26.4K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-729- 10.25% |
$107K - $122K
|
6.38K
$865K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-737- 4.69% |
$108K - $124K
|
15K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-737- 13.2% |
$108K - $124K
|
4.85K
$657K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-740- 11.41% |
$109K - $124K
|
5.75K
$779K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-746- 38.26% |
$109K - $125K
|
1.2K
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-760- 3.31% |
$111K - $128K
|
22.2K
$3M
|