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 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.52K- 12.16% |
$662K - $758K
|
32.6K
$4.88M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-4.58K- 10.48% |
$672K - $769K
|
39.1K
$5.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.6K- 0.97% |
$675K - $773K
|
472K
$70.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.61K- 15.68% |
$677K - $775K
|
24.8K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.73K- 0.72% |
$693K - $794K
|
653K
$97.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.74K- 8.09% |
$696K - $797K
|
53.9K
$8.05M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.75K- 33.1% |
$697K - $798K
|
9.6K
$1.44M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-4.76K- 48.5% |
$699K - $800K
|
5.06K
$756K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.78K- 11.75% |
$701K - $803K
|
35.9K
$5.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.78K- 14.3% |
$701K - $803K
|
28.6K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-4.8K- 61.38% |
$704K - $806K
|
3.02K
$451K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.8K- 8.93% |
$705K - $807K
|
49K
$7.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 2.68% |
$707K - $810K
|
175K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-4.87K- 3.58% |
$715K - $818K
|
131K
$19.6M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-4.91K- 52.54% |
$720K - $825K
|
4.44K
$664K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-4.99K- 26.21% |
$732K - $838K
|
14K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.01K- 13.46% |
$735K - $842K
|
32.2K
$4.82M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.05K- 66.25% |
$741K - $849K
|
2.58K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.06K- 0.3% |
$742K - $850K
|
1.68M
$252M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.09K- 4.35% |
$746K - $854K
|
112K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.2K- 15.09% |
$763K - $874K
|
29.3K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.21K- 1.1% |
$764K - $874K
|
467K
$69.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.27K- 3.85% |
$773K - $885K
|
132K
$19.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.29K- 6.58% |
$777K - $889K
|
75.1K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.31K- 14.89% |
$779K - $892K
|
30.3K
$4.54M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.31K- 54.39% |
$780K - $893K
|
4.46K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.35K- 47.62% |
$784K - $898K
|
5.88K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.4K- 41.43% |
$793K - $908K
|
7.64K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.41K- 60.23% |
$794K - $909K
|
3.57K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 32.02% |
$798K - $913K
|
11.5K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.45K- 2.19% |
$799K - $915K
|
243K
$36.4M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.48K- 23.56% |
$804K - $921K
|
17.8K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-5.5K- 13.2% |
$807K - $925K
|
36.2K
$5.41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.64K- 27.37% |
$827K - $947K
|
15K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.75K- 35.28% |
$844K - $966K
|
10.6K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-5.76K- 55.55% |
$845K - $968K
|
4.61K
$690K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.84K- 2.46% |
$857K - $981K
|
231K
$34.6M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.86K- 2.84% |
$860K - $985K
|
201K
$30M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-5.88K- 2.66% |
$862K - $987K
|
215K
$32.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-5.9K- 11.16% |
$866K - $991K
|
47K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-5.9K- 0.59% |
$866K - $992K
|
990K
$148M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.94K- 17.69% |
$871K - $997K
|
27.6K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-5.97K- 77.36% |
$876K - $1M
|
1.75K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-6K- 8.33% |
$880K - $1.01M
|
66K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.22K- 1.87% |
$913K - $1.04M
|
326K
$48.8M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-6.22K- 65.82% |
$913K - $1.04M
|
3.23K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.29K- 1.78% |
$923K - $1.06M
|
347K
$51.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.33K- 1.51% |
$929K - $1.06M
|
412K
$61.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.33K- 17.6% |
$929K - $1.06M
|
29.7K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-6.58K- 90.55% |
$966K - $1.11M
|
687
$103K
|