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 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-387- 18.57% |
$56.8K - $65K
|
1.7K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-390- 2.97% |
$57.2K - $65.5K
|
12.7K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-390- 16.5% |
$57.2K - $65.5K
|
1.97K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-390- 5.11% |
$57.2K - $65.5K
|
7.25K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-392- 70.38% |
$57.5K - $65.8K
|
165
$24.7K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-392- 65.66% |
$57.5K - $65.8K
|
205
$30.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-393- 2.56% |
$57.7K - $66K
|
15K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-395- 14.88% |
$58K - $66.3K
|
2.26K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-397- 2.92% |
$58.2K - $66.7K
|
13.2K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-399- 4.95% |
$58.5K - $67K
|
7.67K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-399- 18.92% |
$58.5K - $67K
|
1.71K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-399- 4.75% |
$58.5K - $67K
|
8K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-400- 2.75% |
$58.7K - $67.2K
|
14.1K
$2.12M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-400- 0.88% |
$58.7K - $67.2K
|
45K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-401- 9.98% |
$58.8K - $67.4K
|
3.62K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-404- 7.16% |
$59.3K - $67.9K
|
5.24K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-408- 80.95% |
$59.9K - $68.5K
|
96
$14.4K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-411- 12.99% |
$60.3K - $69K
|
2.75K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-413- 4.83% |
$60.6K - $69.4K
|
8.14K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-414- 7.29% |
$60.7K - $69.5K
|
5.27K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-415- 20.36% |
$60.9K - $69.7K
|
1.62K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-416- 2.26% |
$61K - $69.9K
|
18K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-417- 14.2% |
$61.2K - $70K
|
2.52K
$377K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-419- 22.05% |
$61.5K - $70.4K
|
1.48K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-420- 2.95% |
$61.6K - $70.5K
|
13.8K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-421- 12.28% |
$61.8K - $70.7K
|
3.01K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-422- 3.26% |
$61.9K - $70.9K
|
12.5K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-423- 3.51% |
$62.1K - $71.1K
|
11.6K
$1.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-424- 4.81% |
$62.2K - $71.2K
|
8.39K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-425- 22.62% |
$62.4K - $71.4K
|
1.45K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-426- 44.19% |
$62.5K - $71.6K
|
538
$80.5K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-426- 1.58% |
$62.5K - $71.6K
|
26.5K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-427- 3.57% |
$62.6K - $71.7K
|
11.5K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-427- 11.91% |
$62.6K - $71.7K
|
3.16K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-428- 0.89% |
$62.8K - $71.9K
|
47.9K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-428- 28.9% |
$62.8K - $71.9K
|
1.05K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-430- 1.49% |
$63.1K - $72.2K
|
28.4K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-432- 4.04% |
$63.4K - $72.6K
|
10.3K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-434- 11.25% |
$63.7K - $72.9K
|
3.42K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-436- 2.27% |
$64K - $73.2K
|
18.8K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-437- 24.68% |
$64.1K - $73.4K
|
1.33K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-440- 2.73% |
$64.6K - $73.9K
|
15.7K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-442- 2.86% |
$64.8K - $74.2K
|
15K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-444- 11.99% |
$65.1K - $74.6K
|
3.26K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-446- 10.03% |
$65.4K - $74.9K
|
4K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-448- 0.23% |
$65.7K - $75.3K
|
192K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-450- 8.91% |
$66K - $75.6K
|
4.6K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-453- 12.5% |
$66.5K - $76.1K
|
3.17K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-456- 12.49% |
$66.9K - $76.6K
|
3.2K
$478K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-458- 0.46% |
$67.2K - $76.9K
|
98.5K
$14.7M
|