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 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.3K+ 40.6% |
$1.64M - $1.83M
|
39.1K
$6.01M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
10.6K+ 26.45% |
$1.54M - $1.71M
|
50.5K
$7.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.5K+ 25.68% |
$1.53M - $1.7M
|
51.3K
$7.89M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
10.4KNew |
$1.52M - $1.69M
|
10.4K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
10.3K+ 30.51% |
$1.5M - $1.66M
|
44K
$6.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.88K+ 122.54% |
$1.44M - $1.6M
|
17.9K
$2.76M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.78K+ 134.83% |
$1.42M - $1.58M
|
17K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.67K+ 47.75% |
$1.41M - $1.57M
|
29.9K
$4.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.55K+ 10.45% |
$1.39M - $1.55M
|
101K
$15.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
9.55KNew |
$1.39M - $1.55M
|
9.55K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.44K+ 25.46% |
$1.37M - $1.53M
|
46.5K
$7.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9.03K+ 49.01% |
$1.31M - $1.46M
|
27.5K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.59K+ 4.36% |
$1.25M - $1.39M
|
206K
$31.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.15KNew |
$1.19M - $1.32M
|
8.15K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
8.03K+ 9.46% |
$1.17M - $1.3M
|
92.9K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.81KNew |
$1.14M - $1.26M
|
7.81K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
7.74K+ 6.69% |
$1.13M - $1.25M
|
123K
$19M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.41K+ 27.84% |
$1.08M - $1.2M
|
34K
$5.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
7.4KNew |
$1.08M - $1.2M
|
7.4K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
7.35K+ 1.75% |
$1.07M - $1.19M
|
427K
$65.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.33K+ 181.43% |
$1.07M - $1.19M
|
11.4K
$1.75M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.26K+ 59.98% |
$1.06M - $1.17M
|
19.4K
$2.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
6.88K+ 4.68% |
$1M - $1.11M
|
154K
$23.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
6.71K+ 1.39% |
$976K - $1.09M
|
488K
$75M
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
BUY
|
- |
6.65K+ 14.83% |
$968K - $1.08M
|
51.5K
$7.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.61K+ 29.95% |
$962K - $1.07M
|
28.7K
$4.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 8.9% |
$957K - $1.06M
|
80.5K
$12.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.55K+ 4.84% |
$953K - $1.06M
|
142K
$21.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6.24K+ 97.39% |
$908K - $1.01M
|
12.6K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.21K+ 19.35% |
$904K - $1M
|
38.3K
$5.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
6.04K+ 8.03% |
$879K - $977K
|
81.3K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
BUY
|
- |
5.99K+ 416.54% |
$873K - $970K
|
7.43K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
5.97KNew |
$869K - $966K
|
5.97K
$918K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.87K+ 10.03% |
$854K - $950K
|
64.4K
$9.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.77KNew |
$840K - $933K
|
5.77K
$887K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
5.75K+ 31.98% |
$837K - $931K
|
23.7K
$3.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5.72K+ 194.62% |
$833K - $926K
|
8.66K
$1.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Congress Park Capital LLC
|
BUY
|
- |
5.62K+ 223.45% |
$818K - $910K
|
8.14K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.53K+ 12.91% |
$804K - $894K
|
48.3K
$7.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.24K+ 8.27% |
$763K - $849K
|
68.6K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.23K+ 6.06% |
$761K - $846K
|
91.5K
$14.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.12K+ 4.14% |
$745K - $828K
|
129K
$19.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.07K+ 12.3% |
$738K - $820K
|
46.3K
$7.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.04K+ 33.04% |
$733K - $815K
|
20.3K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.01K+ 8.26% |
$729K - $811K
|
65.6K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5KNew |
$727K - $808K
|
5K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
4.89K+ 26.77% |
$711K - $791K
|
23.1K
$3.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56K+ 8.6% |
$664K - $739K
|
57.7K
$8.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.4K+ 5.65% |
$640K - $711K
|
82.2K
$12.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Torray LLC
|
BUY
|
- |
4.35K+ 3.44% |
$633K - $704K
|
131K
$20.1M
|