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 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.45KNew |
$211K - $234K
|
1.45K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.44K+ 7.94% |
$209K - $232K
|
19.5K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.42K+ 25.28% |
$207K - $230K
|
7.04K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.42KNew |
$207K - $230K
|
1.42K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.41KNew |
$205K - $228K
|
1.41K
$217K
|
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.4K+ 2.34% |
$204K - $227K
|
61.3K
$9.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
1.4KNew |
$204K - $227K
|
1.4K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.4KNew |
$203K - $226K
|
1.4K
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
1.39K+ 58.67% |
$202K - $225K
|
3.76K
$579K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.38KNew |
$201K - $224K
|
1.38K
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
BUY
|
- |
1.38KNew |
$200K - $223K
|
1.38K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
1.37K+ 78.47% |
$200K - $222K
|
3.13K
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.37KNew |
$200K - $222K
|
1.37K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.37K+ 2.06% |
$199K - $222K
|
68K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.37KNew |
$199K - $221K
|
1.37K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.36K+ 1.82% |
$198K - $220K
|
76.3K
$11.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.36K+ 5.99% |
$198K - $220K
|
24.1K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 19.94% |
$196K - $218K
|
8.11K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.35KNew |
$196K - $218K
|
1.35K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.34KNew |
$195K - $217K
|
1.34K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.34KNew |
$195K - $216K
|
1.34K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 6.12% |
$194K - $215K
|
23.1K
$3.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.32KNew |
$192K - $214K
|
1.32K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.31KNew |
$190K - $212K
|
1.31K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
1.3KNew |
$189K - $210K
|
1.3K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$199K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.29KNew |
$188K - $209K
|
1.29K
$199K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.28K+ 29.65% |
$186K - $207K
|
5.59K
$860K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.28K+ 28.01% |
$186K - $207K
|
5.84K
$898K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.27K+ 0.58% |
$185K - $205K
|
219K
$33.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.26K+ 29.99% |
$184K - $204K
|
5.47K
$841K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.26K+ 2.53% |
$183K - $204K
|
50.9K
$7.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.23K+ 11.72% |
$180K - $200K
|
11.8K
$1.81M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.2K+ 3.88% |
$174K - $194K
|
32.1K
$4.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.18K+ 57.46% |
$171K - $190K
|
3.22K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1.16K+ 33.24% |
$169K - $188K
|
4.66K
$716K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.15K+ 5.84% |
$167K - $186K
|
20.8K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.13K+ 4.37% |
$165K - $183K
|
27K
$4.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$163K - $181K
|
1.12K
$172K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.06K+ 6.33% |
$155K - $172K
|
17.9K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 13.64% |
$151K - $168K
|
8.66K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.04K+ 42.18% |
$151K - $168K
|
3.49K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.04K+ 25.86% |
$151K - $168K
|
5.04K
$775K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 3.26% |
$147K - $164K
|
32K
$4.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
999+ 8.46% |
$145K - $162K
|
12.8K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
988+ 50.38% |
$144K - $160K
|
2.95K
$454K
|