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 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
382+ 13.7% |
$55.6K - $61.8K
|
3.17K
$488K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
381+ 8.02% |
$55.5K - $61.7K
|
5.13K
$789K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
377+ 6.82% |
$54.9K - $61K
|
5.91K
$908K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
375+ 8.08% |
$54.6K - $60.7K
|
5.02K
$772K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
366+ 4.75% |
$53.3K - $59.2K
|
8.07K
$1.24M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
359+ 17.03% |
$52.3K - $58.1K
|
2.47K
$379K
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
356+ 14.81% |
$51.8K - $57.6K
|
2.76K
$424K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
BUY
|
- |
350+ 6.21% |
$50.9K - $56.6K
|
5.99K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
350+ 1.93% |
$50.9K - $56.6K
|
18.5K
$2.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
345+ 7.47% |
$50.2K - $55.8K
|
4.97K
$764K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
BUY
|
- |
344+ 0.47% |
$50.1K - $55.7K
|
73.5K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
343+ 9.84% |
$49.9K - $55.5K
|
3.83K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
338+ 23.54% |
$49.2K - $54.7K
|
1.77K
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
338+ 17.99% |
$49.2K - $54.7K
|
2.22K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
337+ 0.85% |
$49.1K - $54.5K
|
40K
$6.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
330+ 7.24% |
$48K - $53.4K
|
4.89K
$752K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
320+ 15.4% |
$46.6K - $51.8K
|
2.4K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
313+ 5.3% |
$45.6K - $50.7K
|
6.22K
$956K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
313+ 2.32% |
$45.6K - $50.7K
|
13.8K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
309+ 7.81% |
$45K - $50K
|
4.27K
$656K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
304+ 3.89% |
$44.3K - $49.2K
|
8.12K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
303+ 1.88% |
$44.1K - $49K
|
16.5K
$2.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
303+ 7.99% |
$44.1K - $49K
|
4.09K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
296+ 17.44% |
$43.1K - $47.9K
|
1.99K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
293+ 16.98% |
$42.7K - $47.4K
|
2.02K
$311K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
291+ 13.43% |
$42.4K - $47.1K
|
2.46K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
290+ 8.7% |
$42.2K - $46.9K
|
3.62K
$557K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
287+ 0.48% |
$41.8K - $46.4K
|
60K
$9.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
283+ 9.82% |
$41.2K - $45.8K
|
3.17K
$487K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
280+ 6.82% |
$40.8K - $45.3K
|
4.38K
$674K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
279+ 1.17% |
$40.6K - $45.2K
|
24.1K
$3.71M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
274+ 4.42% |
$39.9K - $44.3K
|
6.48K
$996K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
274+ 5.04% |
$39.9K - $44.3K
|
5.71K
$878K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
272+ 10.07% |
$39.6K - $44K
|
2.97K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
254+ 3.58% |
$37K - $41.1K
|
7.35K
$1.13M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
251+ 43.5% |
$36.5K - $40.6K
|
828
$127K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
242+ 16.33% |
$35.2K - $39.2K
|
1.72K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
240+ 1.53% |
$34.9K - $38.8K
|
15.9K
$2.45M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
239+ 0.5% |
$34.8K - $38.7K
|
48.1K
$7.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
235+ 12.95% |
$34.2K - $38K
|
2.05K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
235+ 4.5% |
$34.2K - $38K
|
5.46K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
232+ 5.3% |
$33.8K - $37.5K
|
4.61K
$709K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
230+ 1.63% |
$33.5K - $37.2K
|
14.3K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
230+ 0.7% |
$33.5K - $37.2K
|
33.1K
$5.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
229+ 2.28% |
$33.3K - $37.1K
|
10.3K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
228+ 0.94% |
$33.2K - $36.9K
|
24.5K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
226+ 0.3% |
$32.9K - $36.6K
|
76.7K
$11.8M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
221+ 1.2% |
$32.2K - $35.8K
|
18.7K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
219+ 7.35% |
$31.9K - $35.4K
|
3.2K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
216+ 1.21% |
$31.4K - $35K
|
18.1K
$2.78M
|