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 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-427- 11.91% |
$62.6K - $71.7K
|
3.16K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-428- 0.89% |
$62.8K - $71.9K
|
47.9K
$7.4M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-428- 28.9% |
$62.8K - $71.9K
|
1.05K
$163K
|
|
|
May 09, 2025
Q1 2025
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-430- 1.49% |
$63.1K - $72.2K
|
28.4K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-432- 4.04% |
$63.4K - $72.6K
|
10.3K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-434- 11.25% |
$63.7K - $72.9K
|
3.42K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-436- 2.27% |
$64K - $73.2K
|
18.8K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-437- 24.68% |
$64.1K - $73.4K
|
1.33K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-440- 2.73% |
$64.6K - $73.9K
|
15.7K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-442- 2.86% |
$64.8K - $74.2K
|
15K
$2.31M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-444- 11.99% |
$65.1K - $74.6K
|
3.26K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-446- 10.03% |
$65.4K - $74.9K
|
4K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-448- 0.23% |
$65.7K - $75.3K
|
192K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-450- 8.91% |
$66K - $75.6K
|
4.6K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-453- 12.5% |
$66.5K - $76.1K
|
3.17K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-456- 12.49% |
$66.9K - $76.6K
|
3.2K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-458- 0.46% |
$67.2K - $76.9K
|
98.5K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-458- 8.02% |
$67.2K - $76.9K
|
5.25K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-459- 2.14% |
$67.3K - $77.1K
|
20.9K
$3.24M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-468- 6.27% |
$68.7K - $78.6K
|
7K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-469- 0.65% |
$68.8K - $78.8K
|
71.4K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-470- 2.44% |
$69K - $78.9K
|
18.8K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-474- 28.18% |
$69.5K - $79.6K
|
1.21K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-474- 5.61% |
$69.5K - $79.6K
|
7.98K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-476- 9.99% |
$69.8K - $80K
|
4.29K
$662K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-480- 1.29% |
$70.4K - $80.6K
|
36.8K
$5.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-482- 2.22% |
$70.7K - $81K
|
21.3K
$3.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-483- 0.15% |
$70.9K - $81.1K
|
326K
$50.3M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-484- 0.63% |
$71K - $81.3K
|
76.7K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-485- 1.42% |
$71.2K - $81.5K
|
33.7K
$5.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-486- 2.9% |
$71.3K - $81.6K
|
16.3K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-486- 15.73% |
$71.3K - $81.6K
|
2.6K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-487- 14.64% |
$71.4K - $81.8K
|
2.84K
$438K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-487- 4.91% |
$71.4K - $81.8K
|
9.44K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-489- 12.76% |
$71.7K - $82.1K
|
3.34K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-490- 0.88% |
$71.9K - $82.3K
|
55.3K
$8.54M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-490- 25.63% |
$71.9K - $82.3K
|
1.42K
$220K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-492- 2.24% |
$72.2K - $82.6K
|
21.4K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-494- 1.17% |
$72.5K - $83K
|
41.7K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-494- 21.39% |
$72.5K - $83K
|
1.82K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-495- 9.41% |
$72.6K - $83.1K
|
4.76K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-496- 15.94% |
$72.8K - $83.3K
|
2.62K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-498- 3.81% |
$73.1K - $83.6K
|
12.6K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-499- 4.69% |
$73.2K - $83.8K
|
10.1K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-500- 4.91% |
$73.4K - $84K
|
9.68K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-501- 1.35% |
$73.5K - $84.2K
|
36.5K
$5.63M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-502- 1.26% |
$73.6K - $84.3K
|
39.2K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-502- 4.8% |
$73.6K - $84.3K
|
9.95K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-503- 3.55% |
$73.8K - $84.5K
|
13.7K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-506- 2.18% |
$74.2K - $85K
|
22.7K
$3.5M
|