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 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-792- 2.54% |
$115K - $128K
|
30.3K
$4.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-804- 19.54% |
$117K - $130K
|
3.31K
$509K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-825- 0.49% |
$120K - $134K
|
167K
$25.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-826- 16.47% |
$120K - $134K
|
4.19K
$644K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-827- 2.41% |
$120K - $134K
|
33.5K
$5.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-840- 2.12% |
$122K - $136K
|
38.8K
$5.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-845- 7.16% |
$123K - $137K
|
11K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-857- 1.19% |
$125K - $139K
|
70.9K
$10.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-865- 13.56% |
$126K - $140K
|
5.51K
$848K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-873- 31.6% |
$127K - $141K
|
1.89K
$291K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-893- 0.88% |
$130K - $145K
|
101K
$15.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-906- 17.78% |
$132K - $147K
|
4.19K
$644K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-949- 0.34% |
$138K - $154K
|
281K
$43.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-955- 3.28% |
$139K - $155K
|
28.2K
$4.33M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-963- 14.46% |
$140K - $156K
|
5.7K
$876K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-986- 3.57% |
$144K - $160K
|
26.6K
$4.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-996- 9.13% |
$145K - $161K
|
9.92K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.05K- 5.18% |
$153K - $170K
|
19.2K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 22.08% |
$154K - $172K
|
3.74K
$575K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.07K- 7.15% |
$156K - $174K
|
13.9K
$2.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.1K- 39.22% |
$160K - $178K
|
1.71K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-1.1K- 0.87% |
$161K - $179K
|
125K
$19.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.12K- 93.89% |
$163K - $182K
|
73
$11.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.34% |
$164K - $183K
|
83.4K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.15K- 7.44% |
$167K - $185K
|
14.2K
$2.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.16K- 2.64% |
$169K - $187K
|
42.6K
$6.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.16K- 13.76% |
$169K - $187K
|
7.26K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.19K- 1.44% |
$174K - $193K
|
81.4K
$12.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 11.9% |
$174K - $194K
|
8.86K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.2K- 1.45% |
$174K - $194K
|
81.3K
$12.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.21K- 7.66% |
$175K - $195K
|
14.5K
$2.23M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.23K- 5.73% |
$179K - $199K
|
20.2K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-1.28K- 44.28% |
$186K - $207K
|
1.61K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.28K- 6.28% |
$187K - $207K
|
19.1K
$2.94M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.31K- 3.31% |
$190K - $211K
|
38.1K
$5.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.31K- 3.67% |
$191K - $212K
|
34.4K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.35K- 4.38% |
$196K - $218K
|
29.4K
$4.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 3.54% |
$199K - $221K
|
37.1K
$5.71M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.45K- 3.86% |
$211K - $235K
|
36.2K
$5.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.52K- 97.44% |
$222K - $246K
|
40
$6.15K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.54K- 21.03% |
$224K - $250K
|
5.79K
$890K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.6K- 26.82% |
$233K - $259K
|
4.37K
$672K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-1.66K- 14.39% |
$242K - $269K
|
9.88K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 19.33% |
$248K - $275K
|
7.1K
$1.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.71K- 12.99% |
$249K - $277K
|
11.5K
$1.76M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-1.71K- 4.01% |
$249K - $277K
|
41K
$6.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 11.14% |
$252K - $280K
|
13.8K
$2.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.75K- 31.19% |
$254K - $283K
|
3.86K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 5.96% |
$255K - $283K
|
27.6K
$4.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.76K- 11.0% |
$256K - $284K
|
14.2K
$2.19M
|