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 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 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
542+ 23.18% |
$78.9K - $87.7K
|
2.88K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
542+ 677.5% |
$78.9K - $87.7K
|
622
$95.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
537+ 28.56% |
$78.2K - $86.9K
|
2.42K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
534+ 8.09% |
$77.7K - $86.4K
|
7.14K
$1.1M
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
534+ 4.5% |
$77.7K - $86.4K
|
12.4K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
533+ 2.5% |
$77.6K - $86.3K
|
21.8K
$3.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
533+ 0.73% |
$77.6K - $86.3K
|
73.3K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
528+ 0.81% |
$76.9K - $85.4K
|
66.1K
$10.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
522+ 29.52% |
$76K - $84.5K
|
2.29K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
522+ 5.44% |
$76K - $84.5K
|
10.1K
$1.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
521+ 0.99% |
$75.8K - $84.3K
|
53.1K
$8.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
521+ 24.98% |
$75.8K - $84.3K
|
2.61K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
520+ 18.16% |
$75.7K - $84.2K
|
3.38K
$520K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
517+ 29.82% |
$75.3K - $83.7K
|
2.25K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
517+ 0.71% |
$75.3K - $83.7K
|
72.9K
$11.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
501+ 67.61% |
$72.9K - $81.1K
|
1.24K
$191K
|
|
|
Oct 10, 2025
Q3 2025
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 0.33% |
$72.8K - $80.9K
|
152K
$23.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
497+ 11.57% |
$72.3K - $80.4K
|
4.79K
$737K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
491+ 25.01% |
$71.5K - $79.5K
|
2.45K
$377K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
490+ 3.38% |
$71.3K - $79.3K
|
15K
$2.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
485+ 1.43% |
$70.6K - $78.5K
|
34.4K
$5.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
485+ 0.66% |
$70.6K - $78.5K
|
73.8K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
485+ 7.83% |
$70.6K - $78.5K
|
6.68K
$1.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
484+ 4.96% |
$70.5K - $78.3K
|
10.2K
$1.57M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
477+ 2.55% |
$69.4K - $77.2K
|
19.2K
$2.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
473+ 1.58% |
$68.9K - $76.5K
|
30.5K
$4.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
467+ 4.04% |
$68K - $75.6K
|
12K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
454+ 1.67% |
$66.1K - $73.5K
|
27.7K
$4.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
451+ 0.48% |
$65.7K - $73K
|
93.7K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
429+ 13.92% |
$62.4K - $69.4K
|
3.51K
$540K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
426+ 9.83% |
$62K - $68.9K
|
4.76K
$732K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
421+ 3.62% |
$61.3K - $68.1K
|
12.1K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
419+ 2.05% |
$61K - $67.8K
|
20.9K
$3.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
414+ 1.78% |
$60.3K - $67K
|
23.7K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
409+ 1.63% |
$59.5K - $66.2K
|
25.5K
$3.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
403+ 8.48% |
$58.7K - $65.2K
|
5.15K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
397+ 8.98% |
$57.8K - $64.2K
|
4.82K
$741K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
394+ 3.36% |
$57.4K - $63.8K
|
12.1K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
389+ 24.0% |
$56.6K - $63K
|
2.01K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
383+ 4.89% |
$55.8K - $62K
|
8.21K
$1.26M
|