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 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65K+ 66.5% |
$535K - $613K
|
9.13K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.64K+ 23.08% |
$533K - $611K
|
19.4K
$2.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.56K+ 2.36% |
$522K - $597K
|
154K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.53K+ 4253.01% |
$518K - $593K
|
3.61K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.49K+ 705.67% |
$511K - $586K
|
3.98K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.48K+ 45.19% |
$511K - $585K
|
11.2K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.47K+ 69.66% |
$509K - $582K
|
8.44K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 12.35% |
$506K - $579K
|
31.4K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.45K+ 8.43% |
$505K - $579K
|
44.3K
$6M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 17.86% |
$504K - $577K
|
22.7K
$3.07M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 6.38% |
$499K - $572K
|
56.8K
$7.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 3.08% |
$496K - $567K
|
113K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 4.81% |
$493K - $565K
|
73.3K
$9.93M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.32K+ 19.17% |
$487K - $558K
|
20.6K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29K+ 7.43% |
$482K - $552K
|
47.5K
$6.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 4.3% |
$480K - $550K
|
79.4K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.26K+ 42.15% |
$478K - $548K
|
11K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.25K+ 144.78% |
$476K - $545K
|
5.49K
$744K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.24K+ 79.82% |
$476K - $545K
|
7.31K
$990K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.23K+ 108.0% |
$473K - $542K
|
6.22K
$842K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.22K+ 17.01% |
$473K - $541K
|
22.2K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.18K+ 16.99% |
$467K - $534K
|
21.9K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.13K+ 1.99% |
$460K - $526K
|
161K
$21.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.1KNew |
$455K - $521K
|
3.1K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.1K+ 24.48% |
$455K - $520K
|
15.8K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 10.2% |
$454K - $520K
|
33.4K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.08K+ 12.47% |
$452K - $517K
|
27.8K
$3.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 4.69% |
$451K - $517K
|
68.7K
$9.31M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.08K+ 3.65% |
$451K - $517K
|
87.3K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.07K+ 7.56% |
$451K - $516K
|
43.7K
$5.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3K+ 0.62% |
$440K - $504K
|
486K
$65.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.99K+ 6.17% |
$438K - $501K
|
51.4K
$6.96M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.96K+ 30.59% |
$435K - $498K
|
12.7K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.96K+ 2.28% |
$434K - $497K
|
133K
$18M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.91K+ 2.86% |
$428K - $489K
|
105K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.9K+ 131.42% |
$426K - $488K
|
5.11K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.9KNew |
$425K - $487K
|
2.9K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.9K+ 5.92% |
$425K - $487K
|
51.9K
$7.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.89KNew |
$424K - $486K
|
2.89K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.88K+ 10.46% |
$423K - $484K
|
30.5K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.88K+ 2.91% |
$422K - $483K
|
102K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.86K+ 2.26% |
$419K - $480K
|
129K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.85K+ 1.85% |
$419K - $479K
|
157K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
2.84K+ 62.99% |
$417K - $477K
|
7.35K
$995K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.79K+ 3.39% |
$409K - $468K
|
85K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
2.74K+ 9.87% |
$402K - $461K
|
30.5K
$4.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.74KNew |
$402K - $461K
|
2.74K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.73K+ 13.86% |
$400K - $458K
|
22.4K
$3.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.71K+ 20.94% |
$398K - $455K
|
15.6K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.69K+ 97.57% |
$395K - $452K
|
5.45K
$739K
|