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 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
877+ 14.56% |
$128K - $142K
|
6.9K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
845+ 22.88% |
$123K - $137K
|
4.54K
$698K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
834+ 8.39% |
$121K - $135K
|
10.8K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
819+ 3.03% |
$119K - $133K
|
27.9K
$4.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
814+ 51.62% |
$118K - $132K
|
2.39K
$368K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
796+ 7.44% |
$116K - $129K
|
11.5K
$1.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
783+ 21.24% |
$114K - $127K
|
4.47K
$687K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
779+ 9.33% |
$113K - $126K
|
9.13K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
775+ 15.4% |
$113K - $125K
|
5.81K
$893K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
759+ 4.79% |
$110K - $123K
|
16.6K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
753+ 6.19% |
$110K - $122K
|
12.9K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Asset Planning Services Inc
|
BUY
|
- |
750+ 1.72% |
$109K - $121K
|
44.5K
$6.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
731+ 48.19% |
$106K - $118K
|
2.25K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
729+ 39.58% |
$106K - $118K
|
2.57K
$395K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
709+ 2.27% |
$103K - $115K
|
31.9K
$4.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
704+ 18.2% |
$102K - $114K
|
4.57K
$703K
|
|
|
Oct 09, 2025
Q3 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
702+ 16.65% |
$102K - $114K
|
4.92K
$756K
|
|
|
Oct 07, 2025
Q3 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
699+ 1.94% |
$102K - $113K
|
36.7K
$5.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
687+ 23.76% |
$100K - $111K
|
3.58K
$550K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
679+ 12.36% |
$98.8K - $110K
|
6.17K
$949K
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
670+ 11.4% |
$97.5K - $108K
|
6.55K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
664+ 17.26% |
$96.7K - $107K
|
4.51K
$694K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
662+ 7.9% |
$96.4K - $107K
|
9.04K
$1.39M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
647+ 23.11% |
$94.2K - $105K
|
3.45K
$530K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
645+ 17.47% |
$93.9K - $104K
|
4.34K
$667K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
641+ 24.58% |
$93.3K - $104K
|
3.25K
$500K
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
634+ 18.05% |
$92.3K - $103K
|
4.15K
$638K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
626+ 30.0% |
$91.1K - $101K
|
2.71K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
615+ 16.27% |
$89.5K - $99.5K
|
4.4K
$676K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
611+ 0.95% |
$88.9K - $98.9K
|
64.6K
$9.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
608+ 30.31% |
$88.5K - $98.4K
|
2.61K
$402K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
608+ 9.52% |
$88.5K - $98.4K
|
6.99K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
600+ 4.73% |
$87.3K - $97.1K
|
13.3K
$2.04M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
598+ 5.16% |
$87.1K - $96.8K
|
12.2K
$1.87M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
598+ 299.0% |
$87.1K - $96.8K
|
798
$123K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
575+ 36.46% |
$83.7K - $93.1K
|
2.15K
$331K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
569+ 4.98% |
$82.8K - $92.1K
|
12K
$1.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
568+ 0.84% |
$82.7K - $91.9K
|
68.5K
$10.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
565+ 2.83% |
$82.2K - $91.4K
|
20.5K
$3.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
560+ 1.9% |
$81.5K - $90.6K
|
30K
$4.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
558+ 31.16% |
$81.2K - $90.3K
|
2.35K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
555+ 5.83% |
$80.8K - $89.8K
|
10.1K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
550+ 33.85% |
$80.1K - $89K
|
2.18K
$334K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
547+ 1.72% |
$79.6K - $88.5K
|
32.4K
$4.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
547+ 7.46% |
$79.6K - $88.5K
|
7.88K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
542+ 677.5% |
$78.9K - $87.7K
|
622
$95.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
542+ 23.18% |
$78.9K - $87.7K
|
2.88K
$443K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
537+ 28.56% |
$78.2K - $86.9K
|
2.42K
$372K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
534+ 4.5% |
$77.7K - $86.4K
|
12.4K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
534+ 8.09% |
$77.7K - $86.4K
|
7.14K
$1.1M
|