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 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-117- 6.11% |
$17.2K - $19.7K
|
1.8K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-118- 0.88% |
$17.3K - $19.8K
|
13.2K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-119- 1.49% |
$17.5K - $20K
|
7.87K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-120- 5.47% |
$17.6K - $20.2K
|
2.07K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-120- 0.38% |
$17.6K - $20.2K
|
31.1K
$4.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-121- 0.93% |
$17.8K - $20.3K
|
12.8K
$1.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 0.71% |
$17.8K - $20.3K
|
16.8K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-121- 4.85% |
$17.8K - $20.3K
|
2.37K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-122- 6.4% |
$17.9K - $20.5K
|
1.78K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-123- 5.16% |
$18K - $20.7K
|
2.26K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-124- 6.31% |
$18.2K - $20.8K
|
1.84K
$284K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-124- 3.9% |
$18.2K - $20.8K
|
3.06K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$18.3K - $21K
|
71.5K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-125- 17.01% |
$18.3K - $21K
|
610
$94.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-125- 1.89% |
$18.3K - $21K
|
6.49K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-125- 4.14% |
$18.3K - $21K
|
2.9K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-125- 1.71% |
$18.3K - $21K
|
7.17K
$1.11M
|
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-125- 2.9% |
$18.3K - $21K
|
4.18K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-126- 5.21% |
$18.5K - $21.2K
|
2.29K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-126- 7.11% |
$18.5K - $21.2K
|
1.65K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-126- 27.27% |
$18.5K - $21.2K
|
336
$51.9K
|
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-126- 2.01% |
$18.5K - $21.2K
|
6.14K
$949K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-127- 1.36% |
$18.6K - $21.3K
|
9.19K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-128- 3.84% |
$18.8K - $21.5K
|
3.21K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$18.8K - $21.5K
|
61.3K
$9.47M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-128- 0.99% |
$18.8K - $21.5K
|
12.7K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-129- 3.34% |
$18.9K - $21.7K
|
3.74K
$577K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-130- 1.77% |
$19.1K - $21.8K
|
7.23K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-130- 1.56% |
$19.1K - $21.8K
|
8.18K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-131- 5.0% |
$19.2K - $22K
|
2.49K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-132- 5.21% |
$19.4K - $22.2K
|
2.4K
$371K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-132- 3.16% |
$19.4K - $22.2K
|
4.04K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-133- 1.32% |
$19.5K - $22.3K
|
9.92K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-133- 1.07% |
$19.5K - $22.3K
|
12.3K
$1.89M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-133- 3.5% |
$19.5K - $22.3K
|
3.66K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-134- 8.6% |
$19.7K - $22.5K
|
1.42K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-134- 3.36% |
$19.7K - $22.5K
|
3.86K
$596K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-135- 5.84% |
$19.8K - $22.7K
|
2.18K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-135- 6.04% |
$19.8K - $22.7K
|
2.1K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-136- 2.99% |
$20K - $22.8K
|
4.42K
$683K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-137- 0.34% |
$20.1K - $23K
|
39.7K
$6.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-137- 4.23% |
$20.1K - $23K
|
3.1K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-137- 1.28% |
$20.1K - $23K
|
10.6K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-137- 7.15% |
$20.1K - $23K
|
1.78K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-137- 8.56% |
$20.1K - $23K
|
1.46K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-137- 9.56% |
$20.1K - $23K
|
1.3K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-137- 2.73% |
$20.1K - $23K
|
4.89K
$755K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-138- 3.34% |
$20.2K - $23.2K
|
4K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-138- 1.12% |
$20.2K - $23.2K
|
12.2K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-140- 2.31% |
$20.5K - $23.5K
|
5.93K
$915K
|