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 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.13K- 61.33% |
$606K - $694K
|
2.6K
$402K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-4.13K- 30.7% |
$606K - $694K
|
9.33K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-4.16K- 55.58% |
$610K - $698K
|
3.32K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-4.16K- 57.49% |
$610K - $699K
|
3.08K
$475K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-4.17K- 15.2% |
$611K - $700K
|
23.2K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-4.17K- 2.07% |
$612K - $700K
|
198K
$30.5M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.23K- 8.17% |
$621K - $711K
|
47.6K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-4.24K- 43.52% |
$622K - $712K
|
5.5K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.25K- 9.88% |
$623K - $713K
|
38.7K
$5.98M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.25K- 3.13% |
$624K - $714K
|
131K
$20.3M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-4.27K- 1.51% |
$626K - $717K
|
278K
$43M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.28K- 2.72% |
$627K - $718K
|
153K
$23.7M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-4.3K- 23.68% |
$631K - $722K
|
13.9K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.37K- 52.52% |
$641K - $734K
|
3.95K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.37K- 31.16% |
$642K - $735K
|
9.66K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-4.44K- 69.59% |
$651K - $746K
|
1.94K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.47K- 12.43% |
$656K - $751K
|
31.5K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-4.48K- 6.86% |
$658K - $753K
|
60.8K
$9.4M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.5K- 10.33% |
$660K - $756K
|
39.1K
$6.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-4.5K- 50.82% |
$660K - $756K
|
4.35K
$672K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.52K- 12.16% |
$662K - $758K
|
32.6K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.58K- 10.48% |
$672K - $769K
|
39.1K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.6K- 0.97% |
$675K - $773K
|
472K
$72.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.61K- 15.68% |
$677K - $775K
|
24.8K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.73K- 0.72% |
$693K - $794K
|
653K
$101M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.74K- 8.09% |
$696K - $797K
|
53.9K
$8.32M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.75K- 33.1% |
$697K - $798K
|
9.6K
$1.48M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.76K- 48.5% |
$699K - $800K
|
5.06K
$781K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.78K- 11.75% |
$701K - $803K
|
35.9K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.78K- 14.3% |
$701K - $803K
|
28.6K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.8K- 61.38% |
$704K - $806K
|
3.02K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.8K- 8.93% |
$705K - $807K
|
49K
$7.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 2.68% |
$707K - $810K
|
175K
$27M
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-4.84K- 70.05% |
$710K - $812K
|
2.07K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.87K- 3.58% |
$715K - $818K
|
131K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-4.91K- 52.54% |
$720K - $825K
|
4.44K
$685K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.99K- 26.21% |
$732K - $838K
|
14K
$2.17M
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.99K- 34.62% |
$732K - $838K
|
9.43K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.01K- 13.46% |
$735K - $842K
|
32.2K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.05K- 66.25% |
$741K - $849K
|
2.58K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.06K- 0.3% |
$742K - $850K
|
1.68M
$260M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.09K- 4.35% |
$746K - $854K
|
112K
$17.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.2K- 15.09% |
$763K - $874K
|
29.3K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.21K- 1.1% |
$764K - $874K
|
467K
$72.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.27K- 3.85% |
$773K - $885K
|
132K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.29K- 6.58% |
$777K - $889K
|
75.1K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.31K- 14.89% |
$779K - $892K
|
30.3K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.31K- 54.39% |
$780K - $893K
|
4.46K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.35K- 47.62% |
$784K - $898K
|
5.88K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.4K- 41.43% |
$793K - $908K
|
7.64K
$1.18M
|