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 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.53% |
$291 - $324
|
380
$58.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$291 - $324
|
4.73K
$727K
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
BUY
|
- |
1+ 0.01% |
$146 - $162
|
14.8K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.53K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.66K
$870K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.35K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $162
|
2.29K
$352K
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1+ 0.02% |
$146 - $162
|
5.12K
$788K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$146 - $162
|
2.71K
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1+ 0.07% |
$146 - $162
|
1.4K
$216K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.01% |
$146 - $162
|
7.88K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$146 - $162
|
2.53K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-2- 0.03% |
$291 - $324
|
7.89K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-2- 0.05% |
$291 - $324
|
3.74K
$575K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.98% |
$437 - $485
|
302
$46.4K
|
|
|
Oct 23, 2025
Q3 2025
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-3- 0.13% |
$437 - $485
|
2.34K
$360K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-3- 0.65% |
$437 - $485
|
457
$70.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3- 0.06% |
$437 - $485
|
4.62K
$711K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4- 0.19% |
$582 - $647
|
2.1K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-4- 0.14% |
$582 - $647
|
2.8K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-5- 0.25% |
$728 - $809
|
1.99K
$305K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.12% |
$728 - $809
|
4.26K
$655K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5- 0.14% |
$728 - $809
|
3.64K
$560K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-8- 0.04% |
$1.16K - $1.29K
|
18.5K
$2.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8- 0.14% |
$1.16K - $1.29K
|
5.76K
$885K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-8- 0.2% |
$1.16K - $1.29K
|
4.04K
$621K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.31K - $1.46K
|
3.6K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-9- 0.03% |
$1.31K - $1.46K
|
31.6K
$4.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-10- 0.05% |
$1.46K - $1.62K
|
20.2K
$3.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-11- 0.58% |
$1.6K - $1.78K
|
1.89K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
SELL
|
- |
-12- 0.03% |
$1.75K - $1.94K
|
43.2K
$6.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-13- 0.15% |
$1.89K - $2.1K
|
8.85K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-15- 0.67% |
$2.18K - $2.43K
|
2.23K
$343K
|
|
|
Oct 06, 2025
Q3 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-15- 0.06% |
$2.18K - $2.43K
|
26.7K
$4.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-15- 0.11% |
$2.18K - $2.43K
|
13.6K
$2.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-15- 0.25% |
$2.18K - $2.43K
|
5.97K
$918K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-16- 0.43% |
$2.33K - $2.59K
|
3.71K
$570K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-17- 7.26% |
$2.47K - $2.75K
|
217
$33.4K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-18- 0.34% |
$2.62K - $2.91K
|
5.32K
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18- 0.31% |
$2.62K - $2.91K
|
5.87K
$903K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.25% |
$2.77K - $3.07K
|
7.43K
$1.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-20- 0.41% |
$2.91K - $3.24K
|
4.85K
$746K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-21- 3.29% |
$3.06K - $3.4K
|
617
$94.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-21- 0.02% |
$3.06K - $3.4K
|
85.8K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-21- 0.64% |
$3.06K - $3.4K
|
3.28K
$504K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-21- 0.72% |
$3.06K - $3.4K
|
2.91K
$447K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-23- 0.27% |
$3.35K - $3.72K
|
8.4K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-24- 1.26% |
$3.49K - $3.88K
|
1.88K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-24- 0.62% |
$3.49K - $3.88K
|
3.83K
$589K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.14% |
$3.64K - $4.05K
|
17.4K
$2.68M
|