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 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 16.15% |
$788K - $902K
|
38.6K
$5.24M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.33K+ 2.29% |
$781K - $894K
|
238K
$32.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.28K+ 438.26% |
$775K - $887K
|
6.49K
$879K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.28K+ 62.24% |
$774K - $886K
|
13.8K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.27K+ 2.79% |
$772K - $884K
|
194K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.26K+ 48.12% |
$771K - $883K
|
16.2K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.25K+ 17.21% |
$770K - $881K
|
35.7K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.21K+ 38.11% |
$764K - $875K
|
18.9K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$761K - $871K
|
5.18K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.13K+ 7.02% |
$753K - $862K
|
78.3K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.11KNew |
$749K - $858K
|
5.11K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.1K+ 29.3% |
$749K - $857K
|
22.5K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.01K+ 0.77% |
$736K - $842K
|
656K
$88.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.88K+ 15.36% |
$716K - $819K
|
36.6K
$4.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.85K+ 349.39% |
$712K - $815K
|
6.24K
$846K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.85K+ 77.19% |
$711K - $814K
|
11.1K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.84K+ 68.32% |
$710K - $812K
|
11.9K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.82K+ 8.89% |
$707K - $810K
|
59.1K
$8.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
4.8KNew |
$705K - $807K
|
4.8K
$651K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.78K+ 6.97% |
$701K - $802K
|
73.3K
$9.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.73K+ 42.52% |
$693K - $794K
|
15.8K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.63K+ 21.05% |
$679K - $777K
|
26.6K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
4.59K+ 24.11% |
$674K - $772K
|
23.6K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.57K+ 86.44% |
$671K - $768K
|
9.86K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
4.57K+ 49.33% |
$671K - $768K
|
13.8K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.57K+ 3.36% |
$670K - $767K
|
141K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
4.56K+ 0.98% |
$669K - $765K
|
470K
$63.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
4.49KNew |
$659K - $755K
|
4.49K
$609K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.35K+ 19.02% |
$638K - $731K
|
27.2K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.32K+ 7.55% |
$634K - $726K
|
61.6K
$8.35M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.27K+ 12.84% |
$626K - $716K
|
37.5K
$5.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.26K+ 54.92% |
$625K - $716K
|
12K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.26K+ 5.12% |
$625K - $715K
|
87.4K
$11.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.2K+ 25.68% |
$616K - $705K
|
20.5K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.19K+ 7.45% |
$615K - $704K
|
60.5K
$8.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.17K+ 1.66% |
$612K - $701K
|
255K
$34.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.15K+ 5.63% |
$609K - $698K
|
78K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
4.14K+ 7.45% |
$607K - $695K
|
59.7K
$8.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
4.1K+ 729.95% |
$601K - $688K
|
4.66K
$631K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.08K+ 6.0% |
$599K - $685K
|
72.1K
$9.78M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.07K+ 4.98% |
$597K - $684K
|
85.8K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 3.01% |
$577K - $660K
|
134K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.9K+ 8.53% |
$572K - $655K
|
49.6K
$6.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.89K+ 90.03% |
$571K - $654K
|
8.22K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.84K+ 483.63% |
$563K - $645K
|
4.63K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 23.2% |
$554K - $634K
|
20.1K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.76K+ 10.03% |
$552K - $632K
|
41.3K
$5.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
3.69K+ 102.39% |
$541K - $619K
|
7.29K
$988K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.66K+ 162.37% |
$536K - $614K
|
5.91K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.65K+ 9.25% |
$536K - $614K
|
43.2K
$5.85M
|