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
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.83K- 17.04% |
$268K - $307K
|
8.9K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.83K- 99.4% |
$268K - $307K
|
11
$1.49K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.84K- 5.98% |
$270K - $309K
|
28.9K
$3.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.85K- 16.41% |
$271K - $310K
|
9.41K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 32.06% |
$273K - $313K
|
3.94K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.86K- 48.28% |
$273K - $313K
|
2K
$270K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 2.98% |
$274K - $314K
|
60.9K
$8.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.89K- 2.23% |
$277K - $317K
|
82.7K
$11.2M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.91K- 20.06% |
$280K - $321K
|
7.61K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.91K- 20.69% |
$281K - $321K
|
7.34K
$994K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.94K- 24.44% |
$284K - $326K
|
6K
$812K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.99K- 4.8% |
$292K - $334K
|
39.5K
$5.35M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 27.12% |
$298K - $341K
|
5.46K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 12.55% |
$302K - $345K
|
14.3K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.1K- 10.73% |
$308K - $353K
|
17.5K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.17K- 2.58% |
$318K - $364K
|
81.9K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 10.62% |
$322K - $369K
|
18.5K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.24K- 21.81% |
$328K - $375K
|
8.01K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 15.88% |
$332K - $380K
|
12K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.28K- 10.39% |
$334K - $383K
|
19.7K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.3K- 36.04% |
$337K - $386K
|
4.08K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.3K- 19.73% |
$338K - $387K
|
9.37K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.31K- 2.97% |
$338K - $388K
|
75.3K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-2.31K- 14.29% |
$339K - $389K
|
13.9K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 7.39% |
$341K - $391K
|
29.2K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.36K- 4.84% |
$346K - $396K
|
46.3K
$6.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.38K- 2.86% |
$349K - $400K
|
80.8K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.39K- 3.59% |
$350K - $401K
|
64K
$8.67M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.39K- 53.03% |
$350K - $401K
|
2.11K
$286K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.39K- 8.47% |
$351K - $401K
|
25.8K
$3.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.39K- 51.44% |
$351K - $402K
|
2.26K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.42K- 16.61% |
$355K - $407K
|
12.2K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.46K- 4.65% |
$361K - $413K
|
50.4K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.53K- 2.38% |
$371K - $424K
|
104K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.54K- 4.76% |
$372K - $426K
|
50.7K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.54K- 3.17% |
$373K - $427K
|
77.7K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.59K- 1.85% |
$380K - $435K
|
137K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.61K- 18.53% |
$382K - $438K
|
11.5K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.61K- 16.57% |
$382K - $438K
|
13.1K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.61K- 7.67% |
$383K - $439K
|
31.5K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 42.09% |
$388K - $444K
|
3.64K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.69K- 8.48% |
$394K - $451K
|
29K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.7K- 14.34% |
$396K - $453K
|
16.1K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.72K- 4.17% |
$399K - $457K
|
62.5K
$8.46M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-2.73K- 5.89% |
$400K - $458K
|
43.6K
$5.9M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.74K- 16.31% |
$403K - $461K
|
14.1K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.77K- 62.6% |
$407K - $466K
|
1.66K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.85K- 0.87% |
$418K - $478K
|
324K
$43.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.91K- 60.53% |
$427K - $489K
|
1.9K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.92K- 7.4% |
$428K - $490K
|
36.5K
$4.95M
|