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
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-939- 4.31% |
$138K - $158K
|
20.9K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-942- 19.28% |
$138K - $158K
|
3.95K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-943- 0.7% |
$138K - $158K
|
133K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-946- 38.11% |
$139K - $159K
|
1.54K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-950- 0.85% |
$139K - $160K
|
111K
$16.6M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-955- 35.63% |
$140K - $160K
|
1.73K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
SELL
|
- |
-960- 13.68% |
$141K - $161K
|
6.06K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-963- 6.91% |
$141K - $162K
|
13K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-965- 1.7% |
$142K - $162K
|
56K
$8.37M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-975- 3.02% |
$143K - $164K
|
31.3K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-977- 7.62% |
$143K - $164K
|
11.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-980- 10.16% |
$144K - $165K
|
8.67K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-984- 11.98% |
$144K - $165K
|
7.23K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-984- 5.89% |
$144K - $165K
|
15.7K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-989- 2.93% |
$145K - $166K
|
32.7K
$4.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-990- 7.06% |
$145K - $166K
|
13K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-998- 2.55% |
$146K - $168K
|
38.2K
$5.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1K- 8.27% |
$147K - $168K
|
11.1K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 7.35% |
$147K - $168K
|
12.6K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-1K- 25.89% |
$147K - $168K
|
2.86K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1K- 14.76% |
$147K - $168K
|
5.79K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 1.05% |
$149K - $170K
|
96K
$14.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.02K- 2.78% |
$149K - $171K
|
35.6K
$5.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.03K- 1.26% |
$151K - $173K
|
80.2K
$12M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-1.03K- 2.83% |
$151K - $173K
|
35.3K
$5.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.03K- 19.56% |
$151K - $173K
|
4.23K
$632K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.04K- 11.61% |
$152K - $174K
|
7.88K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.04K- 5.93% |
$153K - $175K
|
16.5K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 13.15% |
$153K - $176K
|
6.91K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.05K- 0.78% |
$154K - $177K
|
135K
$20.1M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.05K- 7.05% |
$155K - $177K
|
13.9K
$2.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.2% |
$155K - $177K
|
86.5K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.06K- 0.8% |
$155K - $177K
|
131K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.06K- 0.65% |
$155K - $177K
|
161K
$24M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.06K- 89.27% |
$155K - $178K
|
127
$19K
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 2.74% |
$156K - $179K
|
37.8K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.09K- 0.92% |
$159K - $182K
|
117K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.09K- 1.56% |
$160K - $184K
|
69K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1K- 12.36% |
$162K - $185K
|
7.82K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.1K- 0.11% |
$162K - $185K
|
960K
$144M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.11K- 19.48% |
$163K - $186K
|
4.58K
$685K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 5.52% |
$163K - $187K
|
19K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.11K- 39.36% |
$163K - $187K
|
1.72K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-1.11K- 42.15% |
$163K - $187K
|
1.53K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.13K- 7.27% |
$165K - $189K
|
14.4K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.13K- 19.06% |
$165K - $189K
|
4.78K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.13K- 1.51% |
$165K - $189K
|
73.2K
$10.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-1.14K- 3.27% |
$167K - $191K
|
33.6K
$5.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.14K- 3.32% |
$168K - $192K
|
33.3K
$4.98M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.15K- 1.23% |
$169K - $194K
|
92.3K
$13.8M
|