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
|
Vicus Capital
State College, PA |
SELL
|
- |
-458- 8.02% |
$67.2K - $76.9K
|
5.25K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-459- 2.14% |
$67.3K - $77.1K
|
20.9K
$3.13M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-468- 6.27% |
$68.7K - $78.6K
|
7K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-469- 0.65% |
$68.8K - $78.8K
|
71.4K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-470- 2.44% |
$69K - $78.9K
|
18.8K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-474- 28.18% |
$69.5K - $79.6K
|
1.21K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-474- 5.61% |
$69.5K - $79.6K
|
7.98K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-476- 9.99% |
$69.8K - $80K
|
4.29K
$641K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-480- 1.29% |
$70.4K - $80.6K
|
36.8K
$5.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-482- 2.22% |
$70.7K - $81K
|
21.3K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-483- 0.15% |
$70.9K - $81.1K
|
326K
$48.7M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-484- 0.63% |
$71K - $81.3K
|
76.7K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-485- 1.42% |
$71.2K - $81.5K
|
33.7K
$5.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-486- 2.9% |
$71.3K - $81.6K
|
16.3K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-486- 15.73% |
$71.3K - $81.6K
|
2.6K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-487- 14.64% |
$71.4K - $81.8K
|
2.84K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-487- 4.91% |
$71.4K - $81.8K
|
9.44K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-489- 12.76% |
$71.7K - $82.1K
|
3.34K
$500K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-490- 0.88% |
$71.9K - $82.3K
|
55.3K
$8.27M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-490- 25.63% |
$71.9K - $82.3K
|
1.42K
$213K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-492- 2.24% |
$72.2K - $82.6K
|
21.4K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-494- 1.17% |
$72.5K - $83K
|
41.7K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-494- 21.39% |
$72.5K - $83K
|
1.82K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-495- 9.41% |
$72.6K - $83.1K
|
4.76K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-496- 15.94% |
$72.8K - $83.3K
|
2.62K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-498- 3.81% |
$73.1K - $83.6K
|
12.6K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-499- 4.69% |
$73.2K - $83.8K
|
10.1K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-500- 4.91% |
$73.4K - $84K
|
9.68K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-501- 1.35% |
$73.5K - $84.2K
|
36.5K
$5.45M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-502- 1.26% |
$73.6K - $84.3K
|
39.2K
$5.87M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-502- 4.8% |
$73.6K - $84.3K
|
9.95K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-503- 3.55% |
$73.8K - $84.5K
|
13.7K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-506- 2.18% |
$74.2K - $85K
|
22.7K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-510- 22.22% |
$74.8K - $85.7K
|
1.79K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-511- 3.3% |
$75K - $85.8K
|
15K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-513- 12.47% |
$75.3K - $86.2K
|
3.6K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-513- 2.02% |
$75.3K - $86.2K
|
24.9K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-515- 1.0% |
$75.6K - $86.5K
|
50.8K
$7.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-516- 2.09% |
$75.7K - $86.7K
|
24.2K
$3.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-518- 2.85% |
$76K - $87K
|
17.6K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-520- 16.65% |
$76.3K - $87.3K
|
2.6K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-521- 10.52% |
$76.4K - $87.5K
|
4.43K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-521- 0.76% |
$76.4K - $87.5K
|
68.3K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-522- 5.86% |
$76.6K - $87.7K
|
8.39K
$1.25M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-524- 6.67% |
$76.9K - $88K
|
7.33K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-525- 2.08% |
$77K - $88.2K
|
24.7K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-528- 40.58% |
$77.5K - $88.7K
|
773
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-529- 11.06% |
$77.6K - $88.9K
|
4.25K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-530- 0.27% |
$77.8K - $89K
|
198K
$29.6M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-537- 18.64% |
$78.8K - $90.2K
|
2.34K
$351K
|