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 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-37- 1.59% |
$5.43K - $6.21K
|
2.29K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-37- 1.43% |
$5.43K - $6.21K
|
2.56K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-38- 1.98% |
$5.57K - $6.38K
|
1.88K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-38- 1.41% |
$5.57K - $6.38K
|
2.66K
$411K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-38- 0.19% |
$5.57K - $6.38K
|
19.5K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-38- 0.39% |
$5.57K - $6.38K
|
9.69K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-38- 0.8% |
$5.57K - $6.38K
|
4.71K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-38- 0.12% |
$5.57K - $6.38K
|
32.7K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-38- 1.68% |
$5.57K - $6.38K
|
2.22K
$343K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-39- 1.34% |
$5.72K - $6.55K
|
2.86K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-39- 1.75% |
$5.72K - $6.55K
|
2.19K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-39- 0.12% |
$5.72K - $6.55K
|
32.8K
$5.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-39- 0.16% |
$5.72K - $6.55K
|
24.3K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 1.0% |
$5.72K - $6.55K
|
3.85K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-39- 2.12% |
$5.72K - $6.55K
|
1.8K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-39- 3.84% |
$5.72K - $6.55K
|
976
$151K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-39- 0.12% |
$5.72K - $6.55K
|
32.5K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-39- 5.52% |
$5.72K - $6.55K
|
667
$103K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.5% |
$5.72K - $6.55K
|
7.76K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-41- 0.36% |
$6.02K - $6.89K
|
11.2K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-41- 0.23% |
$6.02K - $6.89K
|
18.1K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-41- 0.74% |
$6.02K - $6.89K
|
5.52K
$852K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-42- 5.82% |
$6.16K - $7.05K
|
680
$105K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-43- 1.82% |
$6.31K - $7.22K
|
2.32K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-43- 0.39% |
$6.31K - $7.22K
|
10.9K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-44- 1.24% |
$6.46K - $7.39K
|
3.51K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-44- 2.74% |
$6.46K - $7.39K
|
1.56K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-44- 1.16% |
$6.46K - $7.39K
|
3.74K
$577K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-45- 1.95% |
$6.6K - $7.56K
|
2.26K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-45- 0.48% |
$6.6K - $7.56K
|
9.4K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-45- 3.13% |
$6.6K - $7.56K
|
1.39K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-46- 1.22% |
$6.75K - $7.73K
|
3.74K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-46- 1.72% |
$6.75K - $7.73K
|
2.62K
$405K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-46- 0.71% |
$6.75K - $7.73K
|
6.39K
$987K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-46- 0.38% |
$6.75K - $7.73K
|
12.2K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-46- 0.64% |
$6.75K - $7.73K
|
7.12K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-47- 0.77% |
$6.9K - $7.89K
|
6.04K
$933K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-47- 0.6% |
$6.9K - $7.89K
|
7.74K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-47- 3.23% |
$6.9K - $7.89K
|
1.41K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-47- 1.49% |
$6.9K - $7.89K
|
3.1K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-48- 1.12% |
$7.04K - $8.06K
|
4.25K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-48- 0.24% |
$7.04K - $8.06K
|
19.8K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-48- 1.81% |
$7.04K - $8.06K
|
2.61K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-49- 0.45% |
$7.19K - $8.23K
|
10.8K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-50- 1.54% |
$7.34K - $8.4K
|
3.19K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-50- 7.07% |
$7.34K - $8.4K
|
657
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.27% |
$7.34K - $8.4K
|
18.2K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 1.1% |
$7.34K - $8.4K
|
4.48K
$692K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 2.36% |
$7.34K - $8.4K
|
2.07K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-50- 0.68% |
$7.34K - $8.4K
|
7.35K
$1.13M
|