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
|
Confluence Investment Management LLC
|
SELL
|
- |
-12.7K- 1.51% |
$1.85M - $2.06M
|
833K
$128M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.5K- 12.89% |
$1.96M - $2.18M
|
91.1K
$14M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-13.6K- 62.28% |
$1.97M - $2.19M
|
8.21K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.8K- 63.89% |
$2M - $2.23M
|
7.77K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-14.4K- 97.51% |
$2.1M - $2.33M
|
368
$56.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-15.4K- 85.86% |
$2.24M - $2.49M
|
2.53K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.8K- 8.42% |
$3.17M - $3.52M
|
237K
$36.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-21.9K- 91.55% |
$3.19M - $3.54M
|
2.02K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.8K- 45.24% |
$3.33M - $3.7M
|
27.6K
$4.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-23.6K- 95.45% |
$3.44M - $3.83M
|
1.13K
$173K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-25.2K- 96.72% |
$3.67M - $4.08M
|
853
$131K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-26.3K- 50.7% |
$3.83M - $4.25M
|
25.6K
$3.93M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.5K- 25.41% |
$4.01M - $4.46M
|
80.9K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-27.6K- 33.39% |
$4.02M - $4.47M
|
55.1K
$8.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.1K- 2.72% |
$4.96M - $5.52M
|
1.22M
$187M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-44.2K- 83.64% |
$6.43M - $7.15M
|
8.64K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-49K- 23.18% |
$7.13M - $7.93M
|
162K
$25M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-60.7K- 42.24% |
$8.84M - $9.83M
|
83K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-74.9K- 34.76% |
$10.9M - $12.1M
|
141K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-106K- 43.38% |
$15.4M - $17.1M
|
138K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-384K- 11.43% |
$55.9M - $62.2M
|
2.98M
$458M
|