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 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.1K+ 16.06% |
$305K - $339K
|
15.2K
$2.33M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.08K+ 13.05% |
$303K - $337K
|
18K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 12.4% |
$294K - $327K
|
18.3K
$2.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.01KNew |
$292K - $325K
|
2.01K
$309K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
1.98K+ 8.4% |
$289K - $321K
|
25.6K
$3.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.95KNew |
$284K - $316K
|
1.95K
$301K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.94K+ 29.8% |
$283K - $314K
|
8.46K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.93KNew |
$280K - $312K
|
1.93K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.92K+ 1.6% |
$280K - $311K
|
122K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.89K+ 42.3% |
$275K - $306K
|
6.36K
$977K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
1.89K+ 39.84% |
$275K - $306K
|
6.63K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.89K+ 82.95% |
$275K - $305K
|
4.16K
$640K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.88K+ 9.23% |
$273K - $304K
|
22.2K
$3.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.87KNew |
$273K - $303K
|
1.87K
$288K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1.85K+ 21.16% |
$269K - $300K
|
10.6K
$1.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.85K+ 1.78% |
$269K - $299K
|
105K
$16.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 8.24% |
$268K - $298K
|
24.2K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
1.81K+ 75.91% |
$264K - $293K
|
4.2K
$646K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.79K+ 1.97% |
$261K - $290K
|
92.9K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.76K+ 2.49% |
$256K - $284K
|
72.3K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.73K+ 21.12% |
$252K - $280K
|
9.93K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.73K+ 0.81% |
$251K - $279K
|
215K
$33.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.72K+ 6.63% |
$250K - $278K
|
27.6K
$4.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.71K+ 70.91% |
$248K - $276K
|
4.11K
$632K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.69KNew |
$246K - $274K
|
1.69K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.69K+ 16.61% |
$245K - $273K
|
11.8K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
1.68K+ 0.73% |
$244K - $272K
|
233K
$35.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$242K - $269K
|
1.66K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.65K+ 58.73% |
$240K - $267K
|
4.46K
$686K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
1.65K+ 28.45% |
$240K - $267K
|
7.45K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$237K - $264K
|
1.63K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.63KNew |
$237K - $263K
|
1.63K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.63KNew |
$237K - $263K
|
1.63K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.62KNew |
$236K - $263K
|
1.62K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.62KNew |
$236K - $262K
|
1.62K
$249K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.62K+ 15.1% |
$236K - $262K
|
12.4K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.6K+ 72.41% |
$233K - $259K
|
3.81K
$585K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1.6K+ 9.08% |
$232K - $258K
|
19.2K
$2.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.59K+ 4.57% |
$231K - $257K
|
36.4K
$5.6M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$230K - $256K
|
1.58K
$243K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.55K+ 9.87% |
$226K - $251K
|
17.3K
$2.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.55KNew |
$225K - $250K
|
1.55K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.55K+ 10.52% |
$225K - $250K
|
16.2K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 3.92% |
$220K - $245K
|
40.1K
$6.17M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.51K+ 5.46% |
$220K - $244K
|
29.1K
$4.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.5K+ 6.31% |
$218K - $243K
|
25.3K
$3.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.25% |
$214K - $238K
|
46.6K
$7.17M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 8.04% |
$212K - $236K
|
19.6K
$3.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
1.46KNew |
$212K - $235K
|
1.46K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.45KNew |
$211K - $235K
|
1.45K
$223K
|