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 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.64% |
$3.35K - $3.72K
|
3.64K
$559K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
23+ 0.11% |
$3.35K - $3.72K
|
21.5K
$3.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
22+ 0.99% |
$3.2K - $3.56K
|
2.25K
$345K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
22+ 0.09% |
$3.2K - $3.56K
|
24K
$3.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.77% |
$3.2K - $3.56K
|
2.89K
$445K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
20+ 0.09% |
$2.91K - $3.24K
|
22.8K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
19+ 0.15% |
$2.77K - $3.07K
|
12.8K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18+ 28.13% |
$2.62K - $2.91K
|
82
$12.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 0.9% |
$2.62K - $2.91K
|
2.03K
$312K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18+ 1.17% |
$2.62K - $2.91K
|
1.56K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
17+ 0.86% |
$2.47K - $2.75K
|
1.99K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
16+ 2.32% |
$2.33K - $2.59K
|
707
$109K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
16+ 0.15% |
$2.33K - $2.59K
|
10.6K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
16+ 0.1% |
$2.33K - $2.59K
|
15.9K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 4.73% |
$2.18K - $2.43K
|
332
$51.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
14+ 0.7% |
$2.04K - $2.27K
|
2.01K
$309K
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
12+ 0.29% |
$1.75K - $1.94K
|
4.19K
$645K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
12New |
$1.75K - $1.94K
|
12
$1.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.53% |
$1.75K - $1.94K
|
2.27K
$349K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
12+ 0.42% |
$1.75K - $1.94K
|
2.88K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
12+ 0.44% |
$1.75K - $1.94K
|
2.72K
$418K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
12+ 0.44% |
$1.75K - $1.94K
|
2.73K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
11+ 0.46% |
$1.6K - $1.78K
|
2.43K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.85% |
$1.6K - $1.78K
|
1.31K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.95% |
$1.46K - $1.62K
|
1.07K
$164K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
10+ 0.41% |
$1.46K - $1.62K
|
2.47K
$380K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9+ 1.99% |
$1.31K - $1.46K
|
462
$71.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.2% |
$1.31K - $1.46K
|
4.42K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9+ 0.06% |
$1.31K - $1.46K
|
14K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9+ 0.01% |
$1.31K - $1.46K
|
96.3K
$14.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.13% |
$1.16K - $1.29K
|
6.13K
$942K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 1.11% |
$1.02K - $1.13K
|
638
$98.1K
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
6+ 0.12% |
$873 - $971
|
4.88K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6+ 0.89% |
$873 - $971
|
682
$105K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6+ 0.12% |
$873 - $971
|
5.19K
$797K
|
|
|
Oct 21, 2025
Q3 2025
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5+ 0.02% |
$728 - $809
|
32.6K
$5.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
5+ 0.12% |
$728 - $809
|
4.17K
$642K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.0% |
$582 - $647
|
168K
$25.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
4+ 1.22% |
$582 - $647
|
331
$50.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4+ 0.03% |
$582 - $647
|
13.2K
$2.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4+ 0.27% |
$582 - $647
|
1.49K
$229K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3+ 0.06% |
$437 - $485
|
4.85K
$746K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3+ 0.02% |
$437 - $485
|
14.1K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.11% |
$437 - $485
|
2.82K
$433K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$437 - $485
|
6.33K
$973K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3+ 0.02% |
$437 - $485
|
13.8K
$2.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2+ 0.8% |
$291 - $324
|
251
$38.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2+ 0.03% |
$291 - $324
|
7.8K
$1.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.04% |
$291 - $324
|
4.88K
$751K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2+ 0.09% |
$291 - $324
|
2.22K
$341K
|