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 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-216- 1.1% |
$31.7K - $36.3K
|
19.5K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-219- 1.03% |
$32.1K - $36.8K
|
21K
$3.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-220- 5.14% |
$32.3K - $37K
|
4.06K
$627K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-223- 4.03% |
$32.7K - $37.5K
|
5.31K
$820K
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-224- 2.47% |
$32.9K - $37.6K
|
8.85K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-225- 5.85% |
$33K - $37.8K
|
3.62K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-225- 0.85% |
$33K - $37.8K
|
26.1K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-226- 1.9% |
$33.2K - $38K
|
11.7K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 1.26% |
$33.4K - $38.3K
|
17.8K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-228- 6.7% |
$33.4K - $38.3K
|
3.17K
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-229- 1.59% |
$33.6K - $38.5K
|
14.1K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-231- 2.04% |
$33.9K - $38.8K
|
11.1K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-231- 1.44% |
$33.9K - $38.8K
|
15.8K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-232- 5.83% |
$34K - $39K
|
3.75K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-233- 0.41% |
$34.2K - $39.1K
|
56.1K
$8.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-233- 14.18% |
$34.2K - $39.1K
|
1.41K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-234- 1.44% |
$34.3K - $39.3K
|
16K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-234- 10.15% |
$34.3K - $39.3K
|
2.07K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-234- 0.62% |
$34.3K - $39.3K
|
37.5K
$5.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-235- 0.19% |
$34.5K - $39.5K
|
125K
$19.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-235- 16.17% |
$34.5K - $39.5K
|
1.22K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-235- 11.34% |
$34.5K - $39.5K
|
1.84K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-236- 2.87% |
$34.6K - $39.6K
|
7.98K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-239- 2.16% |
$35.1K - $40.1K
|
10.8K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-239- 2.44% |
$35.1K - $40.1K
|
9.55K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-240- 4.3% |
$35.2K - $40.3K
|
5.34K
$824K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-244- 7.18% |
$35.8K - $41K
|
3.16K
$487K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-246- 4.83% |
$36.1K - $41.3K
|
4.85K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-246- 5.35% |
$36.1K - $41.3K
|
4.35K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-248- 2.58% |
$36.4K - $41.7K
|
9.35K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-248- 5.55% |
$36.4K - $41.7K
|
4.22K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-250- 3.66% |
$36.7K - $42K
|
6.59K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-250- 7.37% |
$36.7K - $42K
|
3.14K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-250- 2.12% |
$36.7K - $42K
|
11.5K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-250- 2.78% |
$36.7K - $42K
|
8.75K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-251- 1.3% |
$36.8K - $42.2K
|
19.1K
$2.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-254- 0.48% |
$37.3K - $42.7K
|
52.5K
$8.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-254- 15.73% |
$37.3K - $42.7K
|
1.36K
$210K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-255- 1.62% |
$37.4K - $42.8K
|
15.5K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-257- 0.23% |
$37.7K - $43.2K
|
110K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-257- 4.12% |
$37.7K - $43.2K
|
5.98K
$923K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-259- 1.12% |
$38K - $43.5K
|
22.8K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-260- 0.75% |
$38.1K - $43.7K
|
34.3K
$5.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-260- 10.22% |
$38.1K - $43.7K
|
2.29K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-261- 2.61% |
$38.3K - $43.8K
|
9.76K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-263- 0.68% |
$38.6K - $44.2K
|
38.5K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-264- 3.8% |
$38.7K - $44.3K
|
6.68K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-264- 0.49% |
$38.7K - $44.3K
|
53.6K
$8.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-269- 20.63% |
$39.5K - $45.2K
|
1.04K
$160K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-269- 12.69% |
$39.5K - $45.2K
|
1.85K
$286K
|