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 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.12K+ 4818.9% |
$898K - $1.03M
|
6.25K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
6.11K+ 10.94% |
$897K - $1.03M
|
62K
$9.57M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.04KNew |
$887K - $1.02M
|
6.04K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.03K+ 2.37% |
$885K - $1.01M
|
260K
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.97KNew |
$876K - $1M
|
5.97K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.9K+ 3.41% |
$865K - $990K
|
179K
$27.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 13.43% |
$862K - $986K
|
49.6K
$7.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5.82K+ 16.33% |
$853K - $977K
|
41.4K
$6.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
5.81KNew |
$853K - $976K
|
5.81K
$897K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.76K+ 2.58% |
$845K - $967K
|
229K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
5.74KNew |
$842K - $964K
|
5.74K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
5.73K+ 2.31% |
$841K - $963K
|
254K
$39.2M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
5.73KNew |
$840K - $962K
|
5.73K
$884K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.69K+ 11.69% |
$834K - $955K
|
54.3K
$8.39M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
5.66K+ 1.5% |
$830K - $950K
|
384K
$59.3M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.6K+ 106.79% |
$822K - $941K
|
10.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.5K+ 0.89% |
$806K - $923K
|
625K
$96.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.45K+ 8.3% |
$799K - $915K
|
71K
$11M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.44K+ 2.71% |
$799K - $914K
|
206K
$31.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.4K+ 3.66% |
$793K - $908K
|
153K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.39K+ 7.07% |
$791K - $906K
|
81.6K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 196.61% |
$791K - $906K
|
8.13K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.38KNew |
$789K - $903K
|
5.38K
$830K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 16.15% |
$788K - $902K
|
38.6K
$5.97M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.36K+ 135.5% |
$786K - $899K
|
9.31K
$1.44M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.33KNew |
$782K - $896K
|
5.33K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.33K+ 2.29% |
$781K - $894K
|
238K
$36.7M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.28K+ 23.33% |
$775K - $887K
|
27.9K
$4.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.28K+ 438.26% |
$775K - $887K
|
6.49K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.28K+ 62.24% |
$774K - $886K
|
13.8K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.27K+ 2.79% |
$772K - $884K
|
194K
$29.9M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.26K+ 48.12% |
$771K - $883K
|
16.2K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.25KNew |
$771K - $882K
|
5.25K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.25K+ 17.21% |
$770K - $881K
|
35.7K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.23K+ 10.1% |
$768K - $879K
|
57K
$8.81M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.21K+ 38.11% |
$764K - $875K
|
18.9K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.18KNew |
$761K - $871K
|
5.18K
$801K
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.13K+ 7.02% |
$753K - $862K
|
78.3K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.11KNew |
$749K - $858K
|
5.11K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.1K+ 29.3% |
$749K - $857K
|
22.5K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.01K+ 0.77% |
$736K - $842K
|
656K
$101M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.94K+ 238.21% |
$724K - $829K
|
7.01K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.91K+ 19.91% |
$721K - $825K
|
29.6K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.88K+ 15.36% |
$716K - $819K
|
36.6K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.85K+ 349.39% |
$712K - $815K
|
6.24K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.85K+ 77.19% |
$711K - $814K
|
11.1K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.85K+ 34.24% |
$711K - $814K
|
19K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.84K+ 68.32% |
$710K - $812K
|
11.9K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$709K - $811K
|
4.83K
$746K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.82K+ 8.89% |
$707K - $810K
|
59.1K
$9.12M
|