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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-284- 15.2% |
$41.7K - $47.7K
|
1.58K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-285- 2.9% |
$41.8K - $47.9K
|
9.54K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-285- 11.64% |
$41.8K - $47.9K
|
2.16K
$324K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-289- 0.66% |
$42.4K - $48.5K
|
43.3K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-290- 32.58% |
$42.5K - $48.7K
|
600
$89.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-291- 10.64% |
$42.7K - $48.9K
|
2.44K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-292- 0.59% |
$42.8K - $49K
|
49.5K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-292- 1.15% |
$42.8K - $49K
|
25.1K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-294- 6.47% |
$43.1K - $49.4K
|
4.25K
$636K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-295- 4.55% |
$43.3K - $49.6K
|
6.19K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-295- 16.52% |
$43.3K - $49.6K
|
1.49K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-296- 1.36% |
$43.4K - $49.7K
|
21.5K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-298- 2.72% |
$43.7K - $50.1K
|
10.6K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-299- 0.64% |
$43.9K - $50.2K
|
46.7K
$6.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-300- 35.59% |
$44K - $50.4K
|
543
$81.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 9.19% |
$44K - $50.4K
|
2.96K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-300- 18.81% |
$44K - $50.4K
|
1.3K
$194K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-304- 12.37% |
$44.6K - $51.1K
|
2.15K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-306- 1.07% |
$44.9K - $51.4K
|
28.3K
$4.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-307- 1.81% |
$45K - $51.6K
|
16.6K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-309- 4.9% |
$45.3K - $51.9K
|
6K
$898K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-310- 25.73% |
$45.5K - $52.1K
|
895
$134K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-310- 2.03% |
$45.5K - $52.1K
|
14.9K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-312- 0.92% |
$45.8K - $52.4K
|
33.7K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-313- 5.82% |
$45.9K - $52.6K
|
5.07K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-315- 6.29% |
$46.2K - $52.9K
|
4.69K
$702K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-316- 19.4% |
$46.4K - $53.1K
|
1.31K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-316- 3.83% |
$46.4K - $53.1K
|
7.93K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-316- 1.42% |
$46.4K - $53.1K
|
21.9K
$3.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-318- 6.35% |
$46.7K - $53.4K
|
4.69K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-318- 13.57% |
$46.7K - $53.4K
|
2.03K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-323- 1.94% |
$47.4K - $54.3K
|
16.4K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-323- 1.12% |
$47.4K - $54.3K
|
28.4K
$4.25M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-324- 0.35% |
$47.5K - $54.4K
|
93.1K
$13.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-324- 7.47% |
$47.5K - $54.4K
|
4.01K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-324- 2.79% |
$47.5K - $54.4K
|
11.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-324- 1.24% |
$47.5K - $54.4K
|
25.8K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-325- 1.58% |
$47.7K - $54.6K
|
20.3K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-325- 0.83% |
$47.7K - $54.6K
|
38.8K
$5.8M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-328- 12.11% |
$48.1K - $55.1K
|
2.38K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-329- 4.4% |
$48.3K - $55.3K
|
7.15K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-329- 1.12% |
$48.3K - $55.3K
|
29.1K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-330- 68.75% |
$48.4K - $55.4K
|
150
$22.4K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-332- 1.78% |
$48.7K - $55.8K
|
18.3K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
SELL
|
- |
-332- 15.58% |
$48.7K - $55.8K
|
1.8K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-333- 16.07% |
$48.9K - $55.9K
|
1.74K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-333- 2.22% |
$48.9K - $55.9K
|
14.6K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-333- 0.49% |
$48.9K - $55.9K
|
67.8K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-333- 15.22% |
$48.9K - $55.9K
|
1.86K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-334- 4.52% |
$49K - $56.1K
|
7.06K
$1.06M
|