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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.39K- 51.44% |
$351K - $402K
|
2.26K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.4K- 1.36% |
$352K - $403K
|
174K
$26.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.42K- 16.61% |
$355K - $407K
|
12.2K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-2.42K- 13.23% |
$356K - $407K
|
15.9K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.46K- 4.65% |
$361K - $413K
|
50.4K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.47K- 12.59% |
$362K - $415K
|
17.2K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.5K- 11.14% |
$367K - $420K
|
20K
$2.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-2.53K- 2.38% |
$371K - $424K
|
104K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.54K- 4.76% |
$372K - $426K
|
50.7K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.54K- 41.72% |
$372K - $426K
|
3.55K
$530K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.54K- 3.17% |
$373K - $427K
|
77.7K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.59K- 1.85% |
$380K - $435K
|
137K
$20.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.61K- 18.53% |
$382K - $438K
|
11.5K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-2.61K- 16.57% |
$382K - $438K
|
13.1K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.61K- 7.67% |
$383K - $439K
|
31.5K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2.62K- 9.51% |
$384K - $440K
|
24.9K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 42.09% |
$388K - $444K
|
3.64K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.69K- 8.48% |
$394K - $451K
|
29K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.7K- 14.34% |
$396K - $453K
|
16.1K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.72K- 4.17% |
$399K - $457K
|
62.5K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.72K- 1.09% |
$400K - $458K
|
246K
$36.8M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-2.73K- 5.89% |
$400K - $458K
|
43.6K
$6.51M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.74K- 16.31% |
$403K - $461K
|
14.1K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.75K- 7.57% |
$403K - $462K
|
33.6K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-2.77K- 62.6% |
$407K - $466K
|
1.66K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.79K- 2.4% |
$410K - $469K
|
114K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.85K- 0.87% |
$418K - $478K
|
324K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
SELL
|
- |
-2.88K- 60.45% |
$422K - $483K
|
1.88K
$281K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2.91K- 60.53% |
$427K - $489K
|
1.9K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.92K- 7.4% |
$428K - $490K
|
36.5K
$5.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-2.95K- 14.1% |
$433K - $496K
|
18K
$2.69M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.97K- 5.85% |
$436K - $499K
|
47.9K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3K- 31.55% |
$440K - $504K
|
6.5K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 3.7% |
$440K - $504K
|
78.1K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3K- 5.98% |
$440K - $504K
|
47.2K
$7.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.01K- 57.02% |
$441K - $505K
|
2.27K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-3.01K- 14.36% |
$442K - $506K
|
18K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 9.67% |
$443K - $507K
|
28.2K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.03K- 41.77% |
$444K - $508K
|
4.22K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.03K- 19.35% |
$445K - $510K
|
12.6K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.07K- 0.76% |
$450K - $515K
|
399K
$59.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.1K- 7.81% |
$455K - $521K
|
36.6K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.12K- 26.91% |
$457K - $524K
|
8.47K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3.12K- 15.43% |
$458K - $524K
|
17.1K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.13K- 71.73% |
$459K - $526K
|
1.23K
$185K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.14K- 2.26% |
$460K - $527K
|
135K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.14K- 4.05% |
$461K - $528K
|
74.5K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 1.03% |
$474K - $542K
|
309K
$46.2M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.25K- 6.63% |
$477K - $546K
|
45.8K
$6.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.25K- 2.8% |
$477K - $546K
|
113K
$16.9M
|