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 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.68KNew |
$394K - $451K
|
2.68K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.67K+ 2.31% |
$392K - $448K
|
118K
$16M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.66KNew |
$390K - $446K
|
2.66K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 10.74% |
$390K - $446K
|
27.4K
$3.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.65K+ 7.72% |
$389K - $446K
|
37K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.64K+ 4.16% |
$387K - $443K
|
66K
$8.95M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.61K+ 4.2% |
$383K - $438K
|
64.7K
$8.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.6K+ 46.19% |
$381K - $437K
|
8.23K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.57K+ 27.47% |
$377K - $432K
|
11.9K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 110.12% |
$377K - $431K
|
4.9K
$664K
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
2.56KNew |
$375K - $430K
|
2.56K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.56K+ 4.2% |
$375K - $429K
|
63.5K
$8.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
2.55KNew |
$374K - $429K
|
2.55K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.54K+ 121.25% |
$372K - $426K
|
4.63K
$628K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.54K+ 100.08% |
$372K - $426K
|
5.07K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.52K+ 9.7% |
$369K - $423K
|
28.5K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.5K+ 7.37% |
$366K - $419K
|
36.4K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.49K+ 6.17% |
$365K - $418K
|
42.8K
$5.81M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.47KNew |
$363K - $415K
|
2.47K
$335K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.43K+ 3.14% |
$356K - $407K
|
79.6K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.41K+ 3.88% |
$354K - $405K
|
64.5K
$8.74M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.39K+ 32.06% |
$351K - $402K
|
9.85K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.37K+ 81.58% |
$348K - $399K
|
5.28K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.36KNew |
$346K - $396K
|
2.36K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.34KNew |
$344K - $394K
|
2.34K
$317K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
2.34K+ 74.09% |
$344K - $393K
|
5.5K
$746K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
BUY
|
- |
2.32K+ 10.35% |
$340K - $390K
|
24.7K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.32K+ 2.04% |
$340K - $389K
|
116K
$15.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.28K+ 38.27% |
$334K - $382K
|
8.22K
$1.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.25K+ 70.4% |
$330K - $378K
|
5.45K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.23K+ 0.82% |
$327K - $374K
|
273K
$37M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.21K+ 48.58% |
$323K - $370K
|
6.74K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.2K+ 48.88% |
$323K - $370K
|
6.71K
$909K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.19K+ 1.7% |
$322K - $368K
|
131K
$17.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
2.19K+ 24.28% |
$321K - $367K
|
11.2K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.18KNew |
$319K - $366K
|
2.18K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.17K+ 15.55% |
$318K - $364K
|
16.1K
$2.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
2.17K+ 4.1% |
$318K - $364K
|
55K
$7.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.14K+ 10.1% |
$314K - $359K
|
23.3K
$3.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.12K+ 2.19% |
$310K - $355K
|
98.7K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.08KNew |
$306K - $350K
|
2.08K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.1% |
$305K - $349K
|
42.9K
$5.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.08K+ 10.98% |
$305K - $349K
|
21K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.07K+ 81.48% |
$304K - $348K
|
4.62K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.07K+ 34.14% |
$304K - $348K
|
8.14K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
2.04K+ 5.26% |
$300K - $343K
|
40.9K
$5.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.03K+ 58.38% |
$298K - $341K
|
5.51K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.02KNew |
$296K - $339K
|
2.02K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 24.83% |
$293K - $336K
|
10.1K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2K+ 8.53% |
$293K - $335K
|
25.4K
$3.44M
|