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
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-171- 1.1% |
$25.1K - $28.7K
|
15.4K
$2.39M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-171- 1.29% |
$25.1K - $28.7K
|
13.1K
$2.04M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-172- 5.94% |
$25.2K - $28.9K
|
2.73K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-173- 3.14% |
$25.4K - $29.1K
|
5.33K
$828K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-173- 8.18% |
$25.4K - $29.1K
|
1.94K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-174- 12.14% |
$25.5K - $29.2K
|
1.26K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-175- 9.6% |
$25.7K - $29.4K
|
1.65K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
SELL
|
- |
-175- 2.71% |
$25.7K - $29.4K
|
6.28K
$974K
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-176- 2.62% |
$25.8K - $29.6K
|
6.53K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-178- 5.59% |
$26.1K - $29.9K
|
3.01K
$467K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-178- 0.91% |
$26.1K - $29.9K
|
19.4K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-179- 0.51% |
$26.3K - $30.1K
|
35K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-179- 10.67% |
$26.3K - $30.1K
|
1.5K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-180- 1.96% |
$26.4K - $30.2K
|
8.99K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-180- 0.62% |
$26.4K - $30.2K
|
28.7K
$4.46M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-180- 0.74% |
$26.4K - $30.2K
|
24.2K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-180- 5.75% |
$26.4K - $30.2K
|
2.95K
$458K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-181- 3.15% |
$26.6K - $30.4K
|
5.57K
$865K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-182- 2.28% |
$26.7K - $30.6K
|
7.8K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-184- 1.16% |
$27K - $30.9K
|
15.6K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-184- 0.22% |
$27K - $30.9K
|
83.8K
$13M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-185- 0.28% |
$27.1K - $31.1K
|
66.8K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-185- 1.27% |
$27.1K - $31.1K
|
14.3K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-185- 0.62% |
$27.1K - $31.1K
|
29.7K
$4.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-186- 9.66% |
$27.3K - $31.2K
|
1.74K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-186- 0.24% |
$27.3K - $31.2K
|
76K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-188- 0.55% |
$27.6K - $31.6K
|
33.7K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-189- 4.2% |
$27.7K - $31.7K
|
4.31K
$670K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-189- 7.4% |
$27.7K - $31.7K
|
2.36K
$367K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-190- 10.19% |
$27.9K - $31.9K
|
1.67K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-190- 1.0% |
$27.9K - $31.9K
|
18.7K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-190- 2.04% |
$27.9K - $31.9K
|
9.11K
$1.41M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-191- 0.35% |
$28K - $32.1K
|
54.5K
$8.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-192- 5.88% |
$28.2K - $32.3K
|
3.08K
$478K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-193- 0.43% |
$28.3K - $32.4K
|
45K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-193- 6.83% |
$28.3K - $32.4K
|
2.63K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-193- 3.75% |
$28.3K - $32.4K
|
4.96K
$770K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 2.91% |
$28.6K - $32.8K
|
6.5K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-195- 0.41% |
$28.6K - $32.8K
|
47.3K
$7.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-197- 1.77% |
$28.9K - $33.1K
|
11K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-200- 1.09% |
$29.3K - $33.6K
|
18.2K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.04% |
$29.3K - $33.6K
|
453K
$70.4M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 1.58% |
$29.3K - $33.6K
|
12.4K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 1.32% |
$29.3K - $33.6K
|
14.9K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 10.5% |
$29.3K - $33.6K
|
1.71K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 14.16% |
$29.3K - $33.6K
|
1.21K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-200- 2.37% |
$29.3K - $33.6K
|
8.24K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 3.8% |
$29.5K - $33.8K
|
5.08K
$789K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 10.52% |
$29.6K - $33.9K
|
1.72K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-202- 9.83% |
$29.6K - $33.9K
|
1.85K
$288K
|