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 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-190- 1.0% |
$27.9K - $31.9K
|
18.7K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-190- 2.04% |
$27.9K - $31.9K
|
9.11K
$1.36M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-191- 0.35% |
$28K - $32.1K
|
54.5K
$8.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-192- 5.88% |
$28.2K - $32.3K
|
3.08K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-193- 0.43% |
$28.3K - $32.4K
|
45K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-193- 6.83% |
$28.3K - $32.4K
|
2.63K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-193- 3.75% |
$28.3K - $32.4K
|
4.96K
$741K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 2.91% |
$28.6K - $32.8K
|
6.5K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-195- 0.41% |
$28.6K - $32.8K
|
47.3K
$7.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-197- 1.77% |
$28.9K - $33.1K
|
11K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-200- 1.09% |
$29.3K - $33.6K
|
18.2K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.04% |
$29.3K - $33.6K
|
453K
$67.8M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 1.58% |
$29.3K - $33.6K
|
12.4K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 1.32% |
$29.3K - $33.6K
|
14.9K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 10.5% |
$29.3K - $33.6K
|
1.71K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 14.16% |
$29.3K - $33.6K
|
1.21K
$181K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-200- 2.37% |
$29.3K - $33.6K
|
8.24K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-201- 3.8% |
$29.5K - $33.8K
|
5.08K
$760K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-202- 10.52% |
$29.6K - $33.9K
|
1.72K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-202- 9.83% |
$29.6K - $33.9K
|
1.85K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-202- 1.5% |
$29.6K - $33.9K
|
13.2K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-203- 4.2% |
$29.8K - $34.1K
|
4.63K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-204- 10.84% |
$29.9K - $34.3K
|
1.68K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-205- 1.77% |
$30.1K - $34.4K
|
11.4K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-205- 1.31% |
$30.1K - $34.4K
|
15.4K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-205- 7.87% |
$30.1K - $34.4K
|
2.4K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-205- 4.23% |
$30.1K - $34.4K
|
4.64K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-210- 10.81% |
$30.8K - $35.3K
|
1.73K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-210- 3.77% |
$30.8K - $35.3K
|
5.36K
$802K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-213- 5.76% |
$31.2K - $35.8K
|
3.48K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-214- 0.51% |
$31.4K - $35.9K
|
41.7K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-214- 1.1% |
$31.4K - $35.9K
|
19.2K
$2.87M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-215- 1.88% |
$31.5K - $36.1K
|
11.2K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-216- 1.1% |
$31.7K - $36.3K
|
19.5K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-219- 1.03% |
$32.1K - $36.8K
|
21K
$3.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-220- 5.14% |
$32.3K - $37K
|
4.06K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-223- 4.03% |
$32.7K - $37.5K
|
5.31K
$794K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-224- 2.47% |
$32.9K - $37.6K
|
8.85K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.85% |
$33K - $37.8K
|
3.62K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-225- 0.85% |
$33K - $37.8K
|
26.1K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-226- 1.9% |
$33.2K - $38K
|
11.7K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 1.26% |
$33.4K - $38.3K
|
17.8K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-228- 6.7% |
$33.4K - $38.3K
|
3.17K
$475K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-229- 1.59% |
$33.6K - $38.5K
|
14.1K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-231- 2.04% |
$33.9K - $38.8K
|
11.1K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-231- 1.44% |
$33.9K - $38.8K
|
15.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-232- 5.83% |
$34K - $39K
|
3.75K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-233- 0.41% |
$34.2K - $39.1K
|
56.1K
$8.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-233- 14.18% |
$34.2K - $39.1K
|
1.41K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-234- 1.44% |
$34.3K - $39.3K
|
16K
$2.39M
|