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 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-965- 1.7% |
$142K - $162K
|
56K
$7.58M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-977- 7.62% |
$143K - $164K
|
11.8K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-984- 11.98% |
$144K - $165K
|
7.23K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-984- 5.89% |
$144K - $165K
|
15.7K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-990- 7.06% |
$145K - $166K
|
13K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-998- 2.55% |
$146K - $168K
|
38.2K
$5.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1K- 8.27% |
$147K - $168K
|
11.1K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 7.35% |
$147K - $168K
|
12.6K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1K- 14.76% |
$147K - $168K
|
5.79K
$784K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 1.05% |
$149K - $170K
|
96K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.02K- 2.78% |
$149K - $171K
|
35.6K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.03K- 1.26% |
$151K - $173K
|
80.2K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.03K- 2.83% |
$151K - $173K
|
35.3K
$4.78M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 19.56% |
$151K - $173K
|
4.23K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.04K- 11.61% |
$152K - $174K
|
7.88K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 13.15% |
$153K - $176K
|
6.91K
$936K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.05K- 0.78% |
$154K - $177K
|
135K
$18.2M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.05K- 7.05% |
$155K - $177K
|
13.9K
$1.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.2% |
$155K - $177K
|
86.5K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.06K- 0.8% |
$155K - $177K
|
131K
$17.7M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.06K- 0.65% |
$155K - $177K
|
161K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.06K- 89.27% |
$155K - $178K
|
127
$17.2K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.09K- 1.56% |
$160K - $184K
|
69K
$9.35M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1K- 12.36% |
$162K - $185K
|
7.82K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 5.52% |
$163K - $187K
|
19K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.11K- 39.36% |
$163K - $187K
|
1.72K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-1.11K- 42.15% |
$163K - $187K
|
1.53K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.13K- 7.27% |
$165K - $189K
|
14.4K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.14K- 3.27% |
$167K - $191K
|
33.6K
$4.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.14K- 3.32% |
$168K - $192K
|
33.3K
$4.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.16K- 8.16% |
$170K - $194K
|
13K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.18K- 7.73% |
$172K - $197K
|
14K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 20.94% |
$173K - $198K
|
4.44K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-1.19K- 31.17% |
$174K - $199K
|
2.62K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-1.19K- 5.02% |
$174K - $199K
|
22.5K
$3.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.2K- 8.23% |
$176K - $201K
|
13.4K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.2K- 5.51% |
$176K - $202K
|
20.6K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.22K- 1.87% |
$179K - $205K
|
64.2K
$8.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.23K- 4.93% |
$180K - $206K
|
23.6K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.24K- 1.2% |
$181K - $208K
|
102K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.25K- 7.46% |
$183K - $209K
|
15.4K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.26K- 8.08% |
$184K - $211K
|
14.3K
$1.93M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.26K- 2.02% |
$185K - $211K
|
61.1K
$8.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-1.28K- 2.89% |
$187K - $214K
|
42.8K
$5.81M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.29K- 35.06% |
$189K - $217K
|
2.39K
$324K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.29K- 1.33% |
$189K - $217K
|
95.8K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.3K- 2.71% |
$190K - $218K
|
46.5K
$6.3M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.3K- 19.77% |
$191K - $219K
|
5.28K
$715K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-1.3K- 2.04% |
$191K - $219K
|
62.4K
$8.46M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.31K- 6.48% |
$191K - $219K
|
18.8K
$2.55M
|