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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.17K- 4.01% |
$319K - $365K
|
52.1K
$8.05M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.18K- 6.39% |
$320K - $367K
|
32K
$4.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 10.62% |
$322K - $369K
|
18.5K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.19K- 1.33% |
$322K - $369K
|
163K
$25.2M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.24K- 21.81% |
$328K - $375K
|
8.01K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 15.88% |
$332K - $380K
|
12K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-2.28K- 13.74% |
$334K - $382K
|
14.3K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.28K- 10.39% |
$334K - $383K
|
19.7K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.3K- 36.04% |
$337K - $386K
|
4.08K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.3K- 19.31% |
$337K - $386K
|
9.61K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.3K- 19.73% |
$338K - $387K
|
9.37K
$1.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.31K- 2.97% |
$338K - $388K
|
75.3K
$11.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-2.31K- 14.29% |
$339K - $389K
|
13.9K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-2.33K- 7.39% |
$341K - $391K
|
29.2K
$4.5M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.35K- 10.62% |
$345K - $395K
|
19.8K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.36K- 4.84% |
$346K - $396K
|
46.3K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.38K- 2.86% |
$349K - $400K
|
80.8K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.39K- 3.59% |
$350K - $401K
|
64K
$9.88M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.39K- 53.03% |
$350K - $401K
|
2.11K
$326K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.39K- 8.47% |
$351K - $401K
|
25.8K
$3.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.39K- 51.44% |
$351K - $402K
|
2.26K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.4K- 1.36% |
$352K - $403K
|
174K
$26.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.42K- 16.61% |
$355K - $407K
|
12.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2.42K- 13.23% |
$356K - $407K
|
15.9K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.46K- 4.65% |
$361K - $413K
|
50.4K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.47K- 12.59% |
$362K - $415K
|
17.2K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.5K- 11.14% |
$367K - $420K
|
20K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.53K- 2.38% |
$371K - $424K
|
104K
$16M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.54K- 4.76% |
$372K - $426K
|
50.7K
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.54K- 41.72% |
$372K - $426K
|
3.55K
$547K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.54K- 3.17% |
$373K - $427K
|
77.7K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.59K- 1.85% |
$380K - $435K
|
137K
$21.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.61K- 18.53% |
$382K - $438K
|
11.5K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.61K- 16.57% |
$382K - $438K
|
13.1K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.61K- 7.67% |
$383K - $439K
|
31.5K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.62K- 9.51% |
$384K - $440K
|
24.9K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 42.09% |
$388K - $444K
|
3.64K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.69K- 8.48% |
$394K - $451K
|
29K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.7K- 14.34% |
$396K - $453K
|
16.1K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.72K- 4.17% |
$399K - $457K
|
62.5K
$9.65M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.72K- 1.09% |
$400K - $458K
|
246K
$38M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-2.73K- 5.89% |
$400K - $458K
|
43.6K
$6.73M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.74K- 16.31% |
$403K - $461K
|
14.1K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.75K- 7.57% |
$403K - $462K
|
33.6K
$5.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.77K- 62.6% |
$407K - $466K
|
1.66K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.79K- 2.4% |
$410K - $469K
|
114K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.85K- 0.87% |
$418K - $478K
|
324K
$50M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-2.88K- 60.45% |
$422K - $483K
|
1.88K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.91K- 60.53% |
$427K - $489K
|
1.9K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.92K- 7.4% |
$428K - $490K
|
36.5K
$5.64M
|