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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.31K- 7.73% |
$192K - $220K
|
15.6K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 8.0% |
$193K - $221K
|
15.1K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.32K- 19.34% |
$193K - $221K
|
5.49K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.34K- 1.3% |
$197K - $225K
|
102K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.34K- 26.48% |
$197K - $226K
|
3.73K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.35K- 1.5% |
$198K - $227K
|
88.5K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.36K- 4.29% |
$200K - $228K
|
30.4K
$4.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.36K- 8.35% |
$200K - $229K
|
14.9K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.4K- 23.87% |
$205K - $234K
|
4.45K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 6.28% |
$205K - $235K
|
20.9K
$2.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.4K- 2.12% |
$206K - $236K
|
64.9K
$8.79M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 27.26% |
$206K - $236K
|
3.75K
$508K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.42K- 0.71% |
$208K - $238K
|
199K
$26.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.42K- 5.51% |
$208K - $238K
|
24.3K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.43K- 1.61% |
$210K - $240K
|
87.2K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.45K- 2.4% |
$212K - $243K
|
59K
$7.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.47K- 0.16% |
$215K - $246K
|
893K
$121M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.49K- 23.57% |
$219K - $251K
|
4.85K
$656K
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 28.64% |
$220K - $252K
|
3.74K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.5K- 48.52% |
$221K - $252K
|
1.6K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.53K- 7.74% |
$224K - $256K
|
18.2K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.53K- 5.37% |
$225K - $257K
|
27K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.54K- 5.48% |
$225K - $258K
|
26.5K
$3.59M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.54K- 1.47% |
$226K - $259K
|
104K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.55K- 5.83% |
$227K - $260K
|
25K
$3.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 5.93% |
$228K - $261K
|
24.6K
$3.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.58K- 36.92% |
$232K - $265K
|
2.7K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.6K- 11.13% |
$235K - $269K
|
12.8K
$1.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.62K- 23.01% |
$238K - $272K
|
5.42K
$734K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.62K- 14.32% |
$238K - $272K
|
9.7K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.63K- 3.92% |
$238K - $273K
|
39.8K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.63K- 56.3% |
$239K - $274K
|
1.27K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.63K- 4.75% |
$239K - $274K
|
32.7K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.64K- 28.01% |
$241K - $276K
|
4.22K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.65K- 22.47% |
$242K - $277K
|
5.69K
$771K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.66K- 0.36% |
$243K - $278K
|
453K
$61.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.66K- 10.92% |
$243K - $279K
|
13.5K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.66K- 10.88% |
$244K - $279K
|
13.6K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$244K - $280K
|
125K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.67K- 0.74% |
$245K - $281K
|
224K
$30.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.73K- 45.74% |
$254K - $290K
|
2.05K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-1.75K- 7.76% |
$257K - $294K
|
20.8K
$2.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.77K- 8.67% |
$260K - $298K
|
18.7K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.77K- 2.66% |
$260K - $298K
|
64.9K
$8.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.78K- 4.2% |
$261K - $299K
|
40.6K
$5.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.79K- 55.67% |
$263K - $301K
|
1.43K
$193K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.8K- 1.07% |
$264K - $302K
|
166K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.8K- 12.31% |
$264K - $303K
|
12.8K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.81K- 28.9% |
$265K - $304K
|
4.45K
$603K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.83K- 10.24% |
$268K - $307K
|
16K
$2.17M
|