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 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-510- 22.22% |
$74.8K - $85.7K
|
1.79K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-511- 3.3% |
$75K - $85.8K
|
15K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-513- 12.47% |
$75.3K - $86.2K
|
3.6K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-513- 2.02% |
$75.3K - $86.2K
|
24.9K
$3.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-515- 1.0% |
$75.6K - $86.5K
|
50.8K
$7.84M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-516- 2.09% |
$75.7K - $86.7K
|
24.2K
$3.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-518- 2.85% |
$76K - $87K
|
17.6K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-520- 16.65% |
$76.3K - $87.3K
|
2.6K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-521- 10.52% |
$76.4K - $87.5K
|
4.43K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-521- 0.76% |
$76.4K - $87.5K
|
68.3K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-522- 5.86% |
$76.6K - $87.7K
|
8.39K
$1.3M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-524- 6.67% |
$76.9K - $88K
|
7.33K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-525- 2.08% |
$77K - $88.2K
|
24.7K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-528- 40.58% |
$77.5K - $88.7K
|
773
$119K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-529- 11.06% |
$77.6K - $88.9K
|
4.25K
$657K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-530- 0.27% |
$77.8K - $89K
|
198K
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-537- 18.64% |
$78.8K - $90.2K
|
2.34K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-538- 14.19% |
$78.9K - $90.4K
|
3.25K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-541- 3.5% |
$79.4K - $90.9K
|
14.9K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-545- 1.32% |
$80K - $91.5K
|
40.7K
$6.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-545- 0.37% |
$80K - $91.5K
|
148K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-549- 0.88% |
$80.5K - $92.2K
|
62.1K
$9.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-550- 0.84% |
$80.7K - $92.4K
|
64.9K
$10M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-550- 2.38% |
$80.7K - $92.4K
|
22.5K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-552- 0.6% |
$81K - $92.7K
|
91.9K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-552- 4.21% |
$81K - $92.7K
|
12.6K
$1.94M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-552- 0.23% |
$81K - $92.7K
|
240K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-553- 14.97% |
$81.1K - $92.9K
|
3.14K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-554- 28.42% |
$81.3K - $93.1K
|
1.4K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-573- 0.6% |
$84.1K - $96.2K
|
95.6K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-574- 15.88% |
$84.2K - $96.4K
|
3.04K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-577- 28.17% |
$84.7K - $96.9K
|
1.47K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-582- 0.31% |
$85.4K - $97.8K
|
189K
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-582- 21.3% |
$85.4K - $97.8K
|
2.15K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-582- 7.53% |
$85.4K - $97.8K
|
7.15K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-584- 50.87% |
$85.7K - $98.1K
|
564
$87.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-587- 0.81% |
$86.1K - $98.6K
|
71.9K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-588- 87.24% |
$86.3K - $98.8K
|
86
$13.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-591- 0.13% |
$86.7K - $99.3K
|
462K
$71.3M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-595- 1.97% |
$87.3K - $99.9K
|
29.7K
$4.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-600- 1.64% |
$88K - $101K
|
35.9K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-600- 2.55% |
$88K - $101K
|
23K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 17.32% |
$88K - $101K
|
2.87K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-601- 3.2% |
$88.2K - $101K
|
18.2K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-603- 4.33% |
$88.5K - $101K
|
13.3K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-607- 1.82% |
$89.1K - $102K
|
32.7K
$5.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-607- 1.97% |
$89.1K - $102K
|
30.2K
$4.67M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-609- 22.34% |
$89.3K - $102K
|
2.12K
$327K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-609- 9.45% |
$89.3K - $102K
|
5.84K
$901K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-610- 5.33% |
$89.5K - $102K
|
10.8K
$1.67M
|