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 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-90- 0.91% |
$13.2K - $15.1K
|
9.8K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-92- 1.61% |
$13.5K - $15.5K
|
5.62K
$873K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-92- 12.78% |
$13.5K - $15.5K
|
628
$97.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-92- 2.01% |
$13.5K - $15.5K
|
4.5K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 2.02% |
$13.5K - $15.5K
|
4.46K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-92- 0.11% |
$13.5K - $15.5K
|
80.1K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-92- 1.98% |
$13.5K - $15.5K
|
4.56K
$708K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-92- 0.43% |
$13.5K - $15.5K
|
21.4K
$3.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-93- 1.8% |
$13.6K - $15.6K
|
5.07K
$788K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-94- 1.68% |
$13.8K - $15.8K
|
5.49K
$853K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-94- 3.62% |
$13.8K - $15.8K
|
2.5K
$389K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-95- 2.2% |
$13.9K - $16K
|
4.22K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-95- 5.99% |
$13.9K - $16K
|
1.49K
$231K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-95- 1.85% |
$13.9K - $16K
|
5.05K
$784K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-95- 3.03% |
$13.9K - $16K
|
3.04K
$472K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-96- 1.09% |
$14.1K - $16.1K
|
8.74K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-97- 2.16% |
$14.2K - $16.3K
|
4.39K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 0.39% |
$14.2K - $16.3K
|
24.5K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-97- 0.03% |
$14.2K - $16.3K
|
326K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.33% |
$14.2K - $16.3K
|
29.3K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-99- 1.47% |
$14.5K - $16.6K
|
6.63K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-99- 3.02% |
$14.5K - $16.6K
|
3.18K
$493K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.76% |
$14.7K - $16.8K
|
13K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 1.85% |
$14.7K - $16.8K
|
5.31K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-100- 0.77% |
$14.7K - $16.8K
|
12.9K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-100- 6.65% |
$14.7K - $16.8K
|
1.4K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.47% |
$14.7K - $16.8K
|
21.1K
$3.28M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.25% |
$14.7K - $16.8K
|
4.35K
$675K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 0.3% |
$14.7K - $16.8K
|
33.1K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-100- 3.01% |
$14.7K - $16.8K
|
3.22K
$500K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-100- 2.96% |
$14.7K - $16.8K
|
3.27K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-103- 4.92% |
$15.1K - $17.3K
|
1.99K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-104- 2.84% |
$15.3K - $17.5K
|
3.56K
$552K
|
|
|
Aug 12, 2025
Q1 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-104- 3.33% |
$15.3K - $17.5K
|
3.02K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-105- 2.41% |
$15.4K - $17.6K
|
4.26K
$661K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-105- 1.59% |
$15.4K - $17.6K
|
6.49K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-105- 0.57% |
$15.4K - $17.6K
|
18.5K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-106- 5.4% |
$15.6K - $17.8K
|
1.86K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-106- 4.01% |
$15.6K - $17.8K
|
2.54K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-107- 7.42% |
$15.7K - $18K
|
1.34K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-107- 1.67% |
$15.7K - $18K
|
6.29K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-108- 5.58% |
$15.8K - $18.1K
|
1.83K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-109- 2.11% |
$16K - $18.3K
|
5.05K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-109- 0.05% |
$16K - $18.3K
|
236K
$36.7M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
SELL
|
- |
-109- 0.32% |
$16K - $18.3K
|
33.7K
$5.23M
|
|
|
Oct 27, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-109- 4.52% |
$16K - $18.3K
|
2.3K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-110- 1.22% |
$16.1K - $18.5K
|
8.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-110- 4.34% |
$16.1K - $18.5K
|
2.42K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-110- 0.6% |
$16.1K - $18.5K
|
18.1K
$2.81M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-111- 3.25% |
$16.3K - $18.6K
|
3.31K
$514K
|