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 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.67K+ 3.74% |
$538K - $616K
|
102K
$15.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.66K+ 162.37% |
$536K - $614K
|
5.91K
$912K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.65K+ 9.25% |
$536K - $614K
|
43.2K
$6.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.65K+ 66.5% |
$535K - $613K
|
9.13K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
3.64K+ 23.08% |
$533K - $611K
|
19.4K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.63K+ 2.09% |
$532K - $609K
|
178K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.61KNew |
$529K - $606K
|
3.61K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.59KNew |
$527K - $603K
|
3.59K
$555K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.56K+ 2.36% |
$522K - $597K
|
154K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.55KNew |
$521K - $597K
|
3.55K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
3.54K+ 21.81% |
$520K - $595K
|
19.8K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.53K+ 4253.01% |
$518K - $593K
|
3.61K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.53KNew |
$517K - $592K
|
3.53K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.49K+ 705.67% |
$511K - $586K
|
3.98K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.48K+ 45.19% |
$511K - $585K
|
11.2K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.47K+ 69.66% |
$509K - $582K
|
8.44K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 12.35% |
$506K - $579K
|
31.4K
$4.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.45K+ 8.43% |
$505K - $579K
|
44.3K
$6.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.44K+ 17.86% |
$504K - $577K
|
22.7K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.42K+ 6.37% |
$501K - $574K
|
57K
$8.81M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.4K+ 6.38% |
$499K - $572K
|
56.8K
$8.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 3.08% |
$496K - $567K
|
113K
$17.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 4.81% |
$493K - $565K
|
73.3K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.33K+ 4.18% |
$488K - $559K
|
83K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.32K+ 2.7% |
$488K - $558K
|
126K
$19.5M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.32K+ 19.17% |
$487K - $558K
|
20.6K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29K+ 7.43% |
$482K - $552K
|
47.5K
$7.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 4.3% |
$480K - $550K
|
79.4K
$12.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.26K+ 42.15% |
$478K - $548K
|
11K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
3.25K+ 144.78% |
$476K - $545K
|
5.49K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.24K+ 79.82% |
$476K - $545K
|
7.31K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.23K+ 108.0% |
$473K - $542K
|
6.22K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.22K+ 17.01% |
$473K - $541K
|
22.2K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.21K+ 17.18% |
$471K - $540K
|
21.9K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.19K+ 16.23% |
$467K - $535K
|
22.8K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.18K+ 16.99% |
$467K - $534K
|
21.9K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.16K+ 2.99% |
$463K - $531K
|
109K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.14K+ 20.07% |
$461K - $528K
|
18.8K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.13K+ 1.99% |
$460K - $526K
|
161K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.12K+ 3.23% |
$457K - $524K
|
99.7K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.1KNew |
$455K - $521K
|
3.1K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.1K+ 24.48% |
$455K - $520K
|
15.8K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.1K+ 10.2% |
$454K - $520K
|
33.4K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.09K+ 3.85% |
$453K - $518K
|
83.3K
$12.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.08K+ 12.47% |
$452K - $517K
|
27.8K
$4.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 4.69% |
$451K - $517K
|
68.7K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
3.08K+ 3.65% |
$451K - $517K
|
87.3K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
3.07K+ 7.56% |
$451K - $516K
|
43.7K
$6.75M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.07K+ 3.26% |
$451K - $516K
|
97.4K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.07KNew |
$450K - $515K
|
3.07K
$473K
|