Purchases and Sales Made in Q3 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
115+ 4.42% |
$16.7K - $18.6K
|
2.72K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
113+ 1.05% |
$16.4K - $18.3K
|
10.9K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
113+ 7.8% |
$16.4K - $18.3K
|
1.56K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
110+ 5.2% |
$16K - $17.8K
|
2.23K
$342K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
110+ 5.66% |
$16K - $17.8K
|
2.06K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
109+ 3.0% |
$15.9K - $17.6K
|
3.74K
$576K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
109+ 2.94% |
$15.9K - $17.6K
|
3.82K
$587K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
105+ 1.94% |
$15.3K - $17K
|
5.52K
$849K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
104+ 4.01% |
$15.1K - $16.8K
|
2.7K
$415K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
104+ 2.87% |
$15.1K - $16.8K
|
3.73K
$573K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
103+ 0.32% |
$15K - $16.7K
|
32.6K
$5.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
102+ 1.98% |
$14.8K - $16.5K
|
5.24K
$806K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
102+ 7.52% |
$14.8K - $16.5K
|
1.46K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
101+ 0.56% |
$14.7K - $16.3K
|
18K
$2.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
100+ 0.58% |
$14.6K - $16.2K
|
17.3K
$2.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.7% |
$14.6K - $16.2K
|
1.86K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
100+ 1.07% |
$14.6K - $16.2K
|
9.41K
$1.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
98+ 0.72% |
$14.3K - $15.9K
|
13.8K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
98+ 1.79% |
$14.3K - $15.9K
|
5.56K
$855K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
97+ 0.89% |
$14.1K - $15.7K
|
11K
$1.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
95+ 2.39% |
$13.8K - $15.4K
|
4.08K
$627K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 2.45% |
$13.8K - $15.4K
|
3.98K
$612K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
94+ 1.79% |
$13.7K - $15.2K
|
5.35K
$823K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
94+ 0.45% |
$13.7K - $15.2K
|
21.1K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
94+ 2.36% |
$13.7K - $15.2K
|
4.07K
$627K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
93+ 2.48% |
$13.5K - $15.1K
|
3.85K
$592K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
91+ 3.84% |
$13.2K - $14.7K
|
2.46K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
90+ 0.75% |
$13.1K - $14.6K
|
12K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
88+ 3.87% |
$12.8K - $14.2K
|
2.36K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
86+ 1.77% |
$12.5K - $13.9K
|
4.94K
$760K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
85+ 0.14% |
$12.4K - $13.8K
|
59.3K
$9.12M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
84+ 1.3% |
$12.2K - $13.6K
|
6.56K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
83+ 0.96% |
$12.1K - $13.4K
|
8.72K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
82+ 3.81% |
$11.9K - $13.3K
|
2.23K
$343K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
81+ 0.26% |
$11.8K - $13.1K
|
31.3K
$4.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
81+ 0.16% |
$11.8K - $13.1K
|
52.1K
$8.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
80+ 1.93% |
$11.6K - $12.9K
|
4.24K
$651K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
76+ 1.26% |
$11.1K - $12.3K
|
6.1K
$938K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
76+ 1.23% |
$11.1K - $12.3K
|
6.23K
$959K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
76+ 0.19% |
$11.1K - $12.3K
|
39.4K
$6.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Benin Management Corp
|
BUY
|
- |
76+ 0.33% |
$11.1K - $12.3K
|
23.1K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
75+ 0.83% |
$10.9K - $12.1K
|
9.11K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
71+ 3.71% |
$10.3K - $11.5K
|
1.99K
$306K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
71+ 7100.0% |
$10.3K - $11.5K
|
72
$11.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
BUY
|
- |
70+ 0.88% |
$10.2K - $11.3K
|
8.07K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
69+ 2.42% |
$10K - $11.2K
|
2.92K
$449K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
67+ 0.6% |
$9.75K - $10.8K
|
11.2K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
65+ 1.25% |
$9.46K - $10.5K
|
5.29K
$813K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 0.06% |
$9.46K - $10.5K
|
117K
$18M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 4.62% |
$9.32K - $10.4K
|
1.45K
$223K
|