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
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.29K+ 11.15% |
$625K - $695K
|
42.8K
$6.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.28K+ 6.77% |
$622K - $692K
|
67.5K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.27K+ 0.57% |
$622K - $691K
|
748K
$115M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 46.94% |
$619K - $688K
|
13.3K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
4.17K+ 42.63% |
$607K - $675K
|
13.9K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.07K+ 10.03% |
$592K - $658K
|
44.6K
$6.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Flower City Capital
|
BUY
|
- |
4.04KNew |
$589K - $654K
|
4.04K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.87KNew |
$563K - $626K
|
3.87K
$595K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.85K+ 1.49% |
$561K - $624K
|
262K
$40.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.81K+ 0.95% |
$555K - $617K
|
405K
$62.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.7K+ 8.76% |
$539K - $599K
|
46K
$7.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.69KNew |
$537K - $597K
|
3.69K
$567K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.6KNew |
$525K - $583K
|
3.6K
$554K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.58K+ 15.51% |
$521K - $579K
|
26.7K
$4.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.55KNew |
$517K - $575K
|
3.55K
$547K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.55K+ 6.83% |
$517K - $575K
|
55.6K
$8.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
3.48K+ 15.48% |
$507K - $563K
|
26K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.47K+ 19.54% |
$505K - $561K
|
21.2K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.45K+ 1.35% |
$503K - $559K
|
259K
$39.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.43KNew |
$499K - $555K
|
3.43K
$527K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.4KNew |
$495K - $550K
|
3.4K
$522K
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.38K+ 74.13% |
$492K - $547K
|
7.94K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.36K+ 445.3% |
$489K - $544K
|
4.12K
$633K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
3.33KNew |
$485K - $539K
|
3.33K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
3.32K+ 39.59% |
$483K - $537K
|
11.7K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.31KNew |
$481K - $535K
|
3.31K
$508K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3.29K+ 45.02% |
$480K - $533K
|
10.6K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.24K+ 32.34% |
$472K - $524K
|
13.3K
$2.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.15K+ 18.27% |
$458K - $509K
|
20.4K
$3.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.11K+ 49.22% |
$453K - $503K
|
9.43K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.09K+ 9.21% |
$450K - $501K
|
36.7K
$5.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.93KNew |
$427K - $474K
|
2.93K
$451K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.86K+ 23.72% |
$416K - $462K
|
14.9K
$2.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.81K+ 19.71% |
$409K - $455K
|
17.1K
$2.63M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 51.74% |
$406K - $451K
|
8.18K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.77K+ 17.3% |
$403K - $448K
|
18.8K
$2.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.7K+ 14.36% |
$393K - $436K
|
21.5K
$3.3M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.65K+ 5.32% |
$386K - $429K
|
52.5K
$8.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.63K+ 7.2% |
$382K - $425K
|
39.1K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.53K+ 6.4% |
$369K - $410K
|
42.1K
$6.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.41K+ 168.39% |
$351K - $390K
|
3.85K
$591K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2.38KNew |
$346K - $385K
|
2.38K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.36K+ 9.49% |
$344K - $382K
|
27.2K
$4.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
2.31K+ 17.66% |
$337K - $374K
|
15.4K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.3KNew |
$334K - $372K
|
2.3K
$353K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.26KNew |
$329K - $365K
|
2.26K
$347K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.24K+ 3.3% |
$325K - $362K
|
70K
$10.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.18K+ 6.54% |
$317K - $352K
|
35.5K
$5.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.17K+ 2.84% |
$316K - $351K
|
78.7K
$12.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.1K+ 16.06% |
$305K - $339K
|
15.2K
$2.33M
|