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 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-644- 17.84% |
$94.5K - $108K
|
2.97K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-645- 8.24% |
$94.6K - $108K
|
7.18K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-648- 5.37% |
$95.1K - $109K
|
11.4K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-650- 17.02% |
$95.4K - $109K
|
3.17K
$474K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-653- 6.05% |
$95.8K - $110K
|
10.1K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-653- 19.37% |
$95.8K - $110K
|
2.72K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-658- 1.47% |
$96.5K - $111K
|
44K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-667- 6.51% |
$97.9K - $112K
|
9.57K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-669- 6.56% |
$98.1K - $112K
|
9.53K
$1.43M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-678- 12.5% |
$99.5K - $114K
|
4.74K
$709K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-678- 3.67% |
$99.5K - $114K
|
17.8K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-682- 2.42% |
$100K - $115K
|
27.5K
$4.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-688- 22.53% |
$101K - $116K
|
2.37K
$354K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-691- 4.89% |
$101K - $116K
|
13.4K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-696- 14.05% |
$102K - $117K
|
4.26K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-699- 1.28% |
$103K - $117K
|
54K
$8.07M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-700- 11.12% |
$103K - $118K
|
5.6K
$837K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-703- 6.76% |
$103K - $118K
|
9.69K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-706- 2.87% |
$104K - $119K
|
23.9K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-707- 4.64% |
$104K - $119K
|
14.5K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-708- 5.77% |
$104K - $119K
|
11.6K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-710- 2.91% |
$104K - $119K
|
23.7K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-714- 26.75% |
$105K - $120K
|
1.96K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-716- 0.24% |
$105K - $120K
|
303K
$45.3M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-719- 2.05% |
$105K - $121K
|
34.4K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-724- 2.67% |
$106K - $122K
|
26.4K
$3.95M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-729- 10.25% |
$107K - $122K
|
6.38K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-733- 74.57% |
$108K - $123K
|
250
$37.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-737- 4.69% |
$108K - $124K
|
15K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-737- 13.2% |
$108K - $124K
|
4.85K
$725K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-740- 11.41% |
$109K - $124K
|
5.75K
$859K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-746- 38.26% |
$109K - $125K
|
1.2K
$180K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-754- 5.04% |
$111K - $127K
|
14.2K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-760- 3.31% |
$111K - $128K
|
22.2K
$3.32M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-767- 2.59% |
$113K - $129K
|
28.9K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-768- 1.58% |
$113K - $129K
|
47.9K
$7.17M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-769- 1.75% |
$113K - $129K
|
43.2K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-772- 1.79% |
$113K - $130K
|
42.3K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-775- 24.38% |
$114K - $130K
|
2.4K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-781- 1.52% |
$115K - $131K
|
50.7K
$7.58M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-782- 2.32% |
$115K - $131K
|
32.9K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-785- 0.38% |
$115K - $132K
|
204K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-785- 9.62% |
$115K - $132K
|
7.38K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-790- 28.62% |
$116K - $133K
|
1.97K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-793- 19.76% |
$116K - $133K
|
3.22K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-810- 2.5% |
$119K - $136K
|
31.6K
$4.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-811- 2.89% |
$119K - $136K
|
27.2K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-812- 11.04% |
$119K - $136K
|
6.54K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-813- 8.47% |
$119K - $137K
|
8.79K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-815- 3.86% |
$120K - $137K
|
20.3K
$3.04M
|