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 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.66K- 0.36% |
$243K - $278K
|
453K
$70M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 7.5% |
$243K - $278K
|
20.4K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.66K- 10.92% |
$243K - $279K
|
13.5K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.66K- 10.88% |
$244K - $279K
|
13.6K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.67K- 1.31% |
$244K - $280K
|
125K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.67K- 8.85% |
$245K - $280K
|
17.2K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.67K- 0.74% |
$245K - $281K
|
224K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 90.54% |
$246K - $281K
|
175
$27K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 90.54% |
$246K - $281K
|
175
$27K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.71K- 16.3% |
$251K - $287K
|
8.78K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.73K- 45.74% |
$254K - $290K
|
2.05K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.73K- 3.95% |
$254K - $291K
|
42.2K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 2.59% |
$255K - $292K
|
65.4K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
SELL
|
- |
-1.75K- 7.76% |
$257K - $294K
|
20.8K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.77K- 8.67% |
$260K - $298K
|
18.7K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.77K- 2.66% |
$260K - $298K
|
64.9K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.78K- 6.15% |
$261K - $299K
|
27.1K
$4.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.78K- 4.2% |
$261K - $299K
|
40.6K
$6.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.79K- 55.67% |
$263K - $301K
|
1.43K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.8K- 1.07% |
$264K - $302K
|
166K
$25.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.8K- 12.31% |
$264K - $303K
|
12.8K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.81K- 6.9% |
$265K - $303K
|
24.4K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.81K- 28.9% |
$265K - $304K
|
4.45K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.82K- 1.16% |
$267K - $306K
|
155K
$23.9M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-1.83K- 10.41% |
$268K - $307K
|
15.7K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.83K- 10.24% |
$268K - $307K
|
16K
$2.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.83K- 17.04% |
$268K - $307K
|
8.9K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.83K- 99.4% |
$268K - $307K
|
11
$1.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.84K- 5.98% |
$270K - $309K
|
28.9K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.84K- 0.89% |
$270K - $309K
|
204K
$31.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.85K- 16.41% |
$271K - $310K
|
9.41K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 32.06% |
$273K - $313K
|
3.94K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.86K- 48.28% |
$273K - $313K
|
2K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.87K- 2.98% |
$274K - $314K
|
60.9K
$9.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.89K- 2.23% |
$277K - $317K
|
82.7K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.9K- 10.11% |
$278K - $319K
|
16.9K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.91K- 20.06% |
$280K - $321K
|
7.61K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-1.91K- 20.69% |
$281K - $321K
|
7.34K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.92K- 25.36% |
$282K - $323K
|
5.66K
$875K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.94K- 24.44% |
$284K - $326K
|
6K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.95KClosed |
$286K - $327K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.96K- 3.07% |
$288K - $329K
|
62K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.97K- 21.26% |
$289K - $331K
|
7.29K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.99K- 4.8% |
$292K - $334K
|
39.5K
$6.1M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 27.12% |
$298K - $341K
|
5.46K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-2.03K- 5.25% |
$298K - $341K
|
36.7K
$5.67M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.04K- 48.45% |
$299K - $342K
|
2.17K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 12.55% |
$302K - $345K
|
14.3K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-2.1K- 10.73% |
$308K - $353K
|
17.5K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.17K- 2.58% |
$318K - $364K
|
81.9K
$12.7M
|