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 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-335- 0.84% |
$49.1K - $56.3K
|
39.8K
$5.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-336- 1.48% |
$49.3K - $56.4K
|
22.4K
$3.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-337- 6.81% |
$49.4K - $56.6K
|
4.61K
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-338- 12.86% |
$49.6K - $56.8K
|
2.29K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-339- 6.73% |
$49.7K - $56.9K
|
4.7K
$703K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-340- 0.49% |
$49.9K - $57.1K
|
69.2K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-340- 1.34% |
$49.9K - $57.1K
|
25K
$3.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-341- 6.56% |
$50K - $57.3K
|
4.86K
$727K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-342- 12.9% |
$50.2K - $57.4K
|
2.31K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-345- 19.79% |
$50.6K - $57.9K
|
1.4K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-345- 5.87% |
$50.6K - $57.9K
|
5.53K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-346- 0.85% |
$50.8K - $58.1K
|
40.2K
$6.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-349- 4.03% |
$51.2K - $58.6K
|
8.32K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-349- 0.69% |
$51.2K - $58.6K
|
50K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-349- 19.38% |
$51.2K - $58.6K
|
1.45K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-350- 10.24% |
$51.3K - $58.8K
|
3.07K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 7.71% |
$51.3K - $58.8K
|
4.19K
$626K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 14.48% |
$51.3K - $58.8K
|
2.07K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-350- 11.33% |
$51.3K - $58.8K
|
2.74K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-352- 5.33% |
$51.6K - $59.1K
|
6.26K
$935K
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-355- 12.93% |
$52.1K - $59.6K
|
2.39K
$358K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-355- 1.94% |
$52.1K - $59.6K
|
17.9K
$2.68M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-355- 5.27% |
$52.1K - $59.6K
|
6.38K
$953K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-355- 3.7% |
$52.1K - $59.6K
|
9.23K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-357- 2.37% |
$52.4K - $60K
|
14.7K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-358- 2.33% |
$52.5K - $60.1K
|
15K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-358- 2.26% |
$52.5K - $60.1K
|
15.5K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-360- 1.45% |
$52.8K - $60.5K
|
24.5K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-361- 5.28% |
$53K - $60.6K
|
6.47K
$968K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-361- 5.33% |
$53K - $60.6K
|
6.41K
$959K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-363- 1.49% |
$53.3K - $61K
|
24K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-363- 0.93% |
$53.3K - $61K
|
38.8K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-365- 20.43% |
$53.5K - $61.3K
|
1.42K
$213K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-366- 14.04% |
$53.7K - $61.5K
|
2.24K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-367- 3.66% |
$53.8K - $61.6K
|
9.66K
$1.44M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
SELL
|
- |
-368- 1.62% |
$54K - $61.8K
|
22.4K
$3.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-368- 0.36% |
$54K - $61.8K
|
102K
$15.3M
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-369- 2.39% |
$54.1K - $62K
|
15.1K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-370- 1.61% |
$54.3K - $62.1K
|
22.6K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-370- 19.14% |
$54.3K - $62.1K
|
1.56K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-371- 3.03% |
$54.4K - $62.3K
|
11.9K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-375- 1.02% |
$55K - $63K
|
36.2K
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-376- 2.48% |
$55.2K - $63.2K
|
14.8K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-376- 2.17% |
$55.2K - $63.2K
|
17K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-380- 8.86% |
$55.7K - $63.8K
|
3.91K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-380- 5.05% |
$55.7K - $63.8K
|
7.15K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-382- 3.03% |
$56K - $64.2K
|
12.2K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-383- 11.22% |
$56.2K - $64.3K
|
3.03K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-383- 3.44% |
$56.2K - $64.3K
|
10.7K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-385- 2.71% |
$56.5K - $64.7K
|
13.8K
$2.07M
|