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
|
Independent Advisor Alliance
|
SELL
|
- |
-3.27K- 2.61% |
$479K - $549K
|
122K
$18.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-3.34K- 8.0% |
$490K - $561K
|
38.4K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 25.5% |
$490K - $561K
|
9.77K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-3.38K- 0.67% |
$496K - $568K
|
501K
$74.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.43K- 1.61% |
$503K - $576K
|
209K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.44K- 4.2% |
$505K - $578K
|
78.4K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-3.46K- 18.95% |
$508K - $581K
|
14.8K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.5K- 68.45% |
$513K - $588K
|
1.61K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.54K- 9.08% |
$519K - $594K
|
35.4K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.54K- 10.31% |
$519K - $595K
|
30.8K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.56K- 13.17% |
$522K - $598K
|
23.5K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.59K- 2.28% |
$527K - $603K
|
154K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.59K- 7.83% |
$527K - $604K
|
42.3K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Miramar Capital, LLC
|
SELL
|
- |
-3.62K- 3.22% |
$531K - $608K
|
109K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.7K- 10.12% |
$543K - $621K
|
32.9K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.71K- 1.59% |
$544K - $623K
|
230K
$34.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.72K- 16.99% |
$545K - $624K
|
18.1K
$2.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.75K- 25.56% |
$550K - $630K
|
10.9K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.75K- 1.79% |
$550K - $630K
|
205K
$30.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.77K- 28.66% |
$553K - $633K
|
9.39K
$1.4M
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.79K- 3.72% |
$556K - $636K
|
98K
$14.7M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-3.83K- 26.46% |
$562K - $643K
|
10.6K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.9K- 12.36% |
$572K - $655K
|
27.6K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 9.32% |
$573K - $656K
|
38K
$5.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.91K- 2.93% |
$573K - $656K
|
130K
$19.4M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-3.98K- 27.92% |
$584K - $668K
|
10.3K
$1.54M
|
|
|
Jun 03, 2025
Q1 2025
|
Drummond Knight Asset Management Pty LTD
Crows Nest, Nsw, C3 |
SELL
|
- |
-4.01K- 4.01% |
$588K - $673K
|
96K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.01K- 12.71% |
$588K - $673K
|
27.5K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-4.04K- 2.1% |
$592K - $678K
|
188K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
SELL
|
- |
-4.1K- 25.32% |
$602K - $689K
|
12.1K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.13K- 61.33% |
$606K - $694K
|
2.6K
$389K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-4.13K- 30.7% |
$606K - $694K
|
9.33K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.16K- 55.58% |
$610K - $698K
|
3.32K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 57.49% |
$610K - $699K
|
3.08K
$460K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-4.17K- 15.2% |
$611K - $700K
|
23.2K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-4.17K- 2.07% |
$612K - $700K
|
198K
$29.5M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 8.17% |
$621K - $711K
|
47.6K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-4.24K- 43.52% |
$622K - $712K
|
5.5K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.25K- 9.88% |
$623K - $713K
|
38.7K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.25K- 3.13% |
$624K - $714K
|
131K
$19.7M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-4.27K- 1.51% |
$626K - $717K
|
278K
$41.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.28K- 2.72% |
$627K - $718K
|
153K
$22.9M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.3K- 23.68% |
$631K - $722K
|
13.9K
$2.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.37K- 52.52% |
$641K - $734K
|
3.95K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.37K- 31.16% |
$642K - $735K
|
9.66K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-4.44K- 69.59% |
$651K - $746K
|
1.94K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.47K- 12.43% |
$656K - $751K
|
31.5K
$4.71M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4.48K- 6.86% |
$658K - $753K
|
60.8K
$9.1M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.5K- 10.33% |
$660K - $756K
|
39.1K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-4.5K- 50.82% |
$660K - $756K
|
4.35K
$651K
|