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 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 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
81+ 0.16% |
$11.8K - $13.1K
|
52.1K
$8.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
81+ 0.26% |
$11.8K - $13.1K
|
31.3K
$4.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
80+ 1.93% |
$11.6K - $12.9K
|
4.24K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
80+ 1.67% |
$11.6K - $12.9K
|
4.87K
$748K
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
78+ 2.58% |
$11.4K - $12.6K
|
3.1K
$477K
|
|
|
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 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 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 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
71+ 7100.0% |
$10.3K - $11.5K
|
72
$11.1K
|
|
|
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 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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
65+ 0.06% |
$9.46K - $10.5K
|
117K
$18M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
65+ 1.25% |
$9.46K - $10.5K
|
5.29K
$813K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 4.62% |
$9.32K - $10.4K
|
1.45K
$223K
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
63+ 2.63% |
$9.17K - $10.2K
|
2.46K
$378K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63+ 1.23% |
$9.17K - $10.2K
|
5.19K
$797K
|
|
|
Oct 20, 2025
Q3 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
62+ 0.06% |
$9.03K - $10K
|
110K
$17M
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
62+ 0.62% |
$9.03K - $10K
|
10.1K
$1.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
61+ 0.26% |
$8.88K - $9.87K
|
23.2K
$3.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
60+ 0.44% |
$8.73K - $9.71K
|
13.6K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
59+ 2.32% |
$8.59K - $9.55K
|
2.6K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
58+ 2.46% |
$8.44K - $9.39K
|
2.41K
$371K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
55+ 7.27% |
$8.01K - $8.9K
|
812
$125K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
52+ 8.9% |
$7.57K - $8.42K
|
636
$97.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
52+ 0.14% |
$7.57K - $8.42K
|
36.2K
$5.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
51+ 1.02% |
$7.42K - $8.25K
|
5.04K
$776K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
50+ 1.28% |
$7.28K - $8.09K
|
3.95K
$607K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
50+ 2.67% |
$7.28K - $8.09K
|
1.92K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
50+ 1.3% |
$7.28K - $8.09K
|
3.9K
$600K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
49+ 2.94% |
$7.13K - $7.93K
|
1.72K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
49+ 2.66% |
$7.13K - $7.93K
|
1.89K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
48+ 0.55% |
$6.99K - $7.77K
|
8.78K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
47+ 1.15% |
$6.84K - $7.61K
|
4.15K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
47+ 1.23% |
$6.84K - $7.61K
|
3.87K
$595K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
46+ 1.09% |
$6.7K - $7.44K
|
4.25K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
45+ 0.87% |
$6.55K - $7.28K
|
5.2K
$800K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
45+ 2.84% |
$6.55K - $7.28K
|
1.63K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
45+ 0.72% |
$6.55K - $7.28K
|
6.28K
$966K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
44+ 0.32% |
$6.41K - $7.12K
|
13.8K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
44+ 0.27% |
$6.41K - $7.12K
|
16.4K
$2.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
43+ 1.49% |
$6.26K - $6.96K
|
2.93K
$451K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
43+ 1.03% |
$6.26K - $6.96K
|
4.24K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
39+ 0.76% |
$5.68K - $6.31K
|
5.17K
$795K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
38+ 0.19% |
$5.53K - $6.15K
|
20.2K
$3.1M
|