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
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.55K+ 0.85% |
$1.25M - $1.44M
|
1.01M
$156M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.51K+ 6.09% |
$1.25M - $1.43M
|
148K
$22.9M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.51K+ 6.09% |
$1.25M - $1.43M
|
148K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.49K+ 10.89% |
$1.24M - $1.43M
|
86.4K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.43K+ 3.2% |
$1.24M - $1.42M
|
272K
$42.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.23K+ 26.91% |
$1.21M - $1.38M
|
38.8K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
8.23KNew |
$1.21M - $1.38M
|
8.23K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.23K+ 2.12% |
$1.21M - $1.38M
|
396K
$61.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.19K+ 392.95% |
$1.2M - $1.38M
|
10.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
8.15K+ 22.88% |
$1.2M - $1.37M
|
43.8K
$6.76M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.15K+ 2.86% |
$1.2M - $1.37M
|
293K
$45.2M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8.13K+ 12.15% |
$1.19M - $1.37M
|
75K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.97K+ 72.87% |
$1.17M - $1.34M
|
18.9K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.93K+ 2.33% |
$1.16M - $1.33M
|
348K
$53.7M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
7.81K+ 9.92% |
$1.15M - $1.31M
|
86.5K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
7.71K+ 13.56% |
$1.13M - $1.3M
|
64.6K
$9.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 0.64% |
$1.13M - $1.29M
|
1.21M
$187M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
7.61K+ 11.49% |
$1.12M - $1.28M
|
73.9K
$11.4M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
7.48KNew |
$1.1M - $1.26M
|
7.48K
$1.16M
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
7.48KNew |
$1.1M - $1.26M
|
7.48K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.39K+ 41.95% |
$1.08M - $1.24M
|
25K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.23K+ 19.98% |
$1.06M - $1.21M
|
43.4K
$6.71M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
7.23K+ 9.64% |
$1.06M - $1.21M
|
82.2K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.2K+ 58.93% |
$1.06M - $1.21M
|
19.4K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.18K+ 29.02% |
$1.05M - $1.21M
|
31.9K
$4.93M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.09KNew |
$1.04M - $1.19M
|
7.09K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.08K+ 2.66% |
$1.04M - $1.19M
|
274K
$42.2M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
7.04K+ 316.02% |
$1.03M - $1.18M
|
9.27K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
7.02K+ 32.77% |
$1.03M - $1.18M
|
28.4K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.01K+ 3.0% |
$1.03M - $1.18M
|
241K
$37.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.92K+ 23.73% |
$1.02M - $1.16M
|
36.1K
$5.57M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6.92K+ 3.94% |
$1.02M - $1.16M
|
183K
$28.2M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
6.88K+ 1.74% |
$1.01M - $1.16M
|
403K
$62.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.86K+ 4.56% |
$1.01M - $1.15M
|
157K
$24.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
6.83K+ 1.0% |
$1M - $1.15M
|
687K
$106M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.79K+ 78.05% |
$997K - $1.14M
|
15.5K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
6.74K+ 38.71% |
$989K - $1.13M
|
24.2K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.68K+ 37.53% |
$981K - $1.12M
|
24.5K
$3.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
6.67K+ 4.08% |
$978K - $1.12M
|
170K
$26.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
6.6KNew |
$968K - $1.11M
|
6.6K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.53KNew |
$958K - $1.1M
|
6.53K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.47K+ 8.93% |
$950K - $1.09M
|
79K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.42K+ 52.26% |
$941K - $1.08M
|
18.7K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
6.34K+ 3.27% |
$930K - $1.07M
|
200K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
6.29K+ 27.03% |
$923K - $1.06M
|
29.6K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
6.21K+ 175.81% |
$910K - $1.04M
|
9.74K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6.2K+ 11.81% |
$910K - $1.04M
|
58.7K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.2K+ 6.43% |
$910K - $1.04M
|
103K
$15.8M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.16K+ 32.73% |
$904K - $1.03M
|
25K
$3.86M
|