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 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
214+ 2.33% |
$31.2K - $34.6K
|
9.39K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
213+ 2.4% |
$31K - $34.5K
|
9.09K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
207+ 10.63% |
$30.1K - $33.5K
|
2.16K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
207+ 14.37% |
$30.1K - $33.5K
|
1.65K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
202+ 306.06% |
$29.4K - $32.7K
|
268
$41.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
200+ 6.08% |
$29.1K - $32.4K
|
3.49K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
199+ 7.67% |
$29K - $32.2K
|
2.79K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
199+ 1.32% |
$29K - $32.2K
|
15.3K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
199+ 0.92% |
$29K - $32.2K
|
21.8K
$3.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
198+ 12.48% |
$28.8K - $32K
|
1.78K
$274K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
197+ 107.65% |
$28.7K - $31.9K
|
380
$58.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
194+ 29.53% |
$28.2K - $31.4K
|
851
$131K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
185+ 3.02% |
$26.9K - $29.9K
|
6.3K
$969K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
179+ 49.58% |
$26.1K - $29K
|
540
$83K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
179+ 3.51% |
$26.1K - $29K
|
5.28K
$812K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
178+ 0.77% |
$25.9K - $28.8K
|
23.4K
$3.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
177+ 25.14% |
$25.8K - $28.6K
|
881
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
177+ 3.21% |
$25.8K - $28.6K
|
5.7K
$876K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
173+ 3.24% |
$25.2K - $28K
|
5.51K
$847K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
172+ 2.54% |
$25K - $27.8K
|
6.95K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
172+ 1.74% |
$25K - $27.8K
|
10K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
172+ 8.02% |
$25K - $27.8K
|
2.32K
$356K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
169+ 2.48% |
$24.6K - $27.3K
|
6.98K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
167+ 3.93% |
$24.3K - $27K
|
4.41K
$679K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
166+ 0.57% |
$24.2K - $26.9K
|
29.5K
$4.54M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165+ 79.33% |
$24K - $26.7K
|
373
$57.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
162+ 5.03% |
$23.6K - $26.2K
|
3.38K
$520K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
162+ 1.4% |
$23.6K - $26.2K
|
11.8K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
160+ 1.55% |
$23.3K - $25.9K
|
10.5K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
153+ 11.56% |
$22.3K - $24.8K
|
1.48K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
151+ 3.92% |
$22K - $24.4K
|
4K
$615K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
149+ 8.31% |
$21.7K - $24.1K
|
1.94K
$299K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
147+ 4.06% |
$21.4K - $23.8K
|
3.77K
$580K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
146+ 1.51% |
$21.3K - $23.6K
|
9.79K
$1.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 5.44% |
$21K - $23.3K
|
2.79K
$429K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
143+ 3.52% |
$20.8K - $23.1K
|
4.2K
$646K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
141+ 1.85% |
$20.5K - $22.8K
|
7.75K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
137+ 4.86% |
$19.9K - $22.2K
|
2.96K
$455K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
137+ 3.08% |
$19.9K - $22.2K
|
4.59K
$705K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
130+ 2.35% |
$18.9K - $21K
|
5.66K
$870K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 1.21% |
$18.6K - $20.7K
|
10.7K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
126+ 7.64% |
$18.3K - $20.4K
|
1.78K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
124+ 8.4% |
$18.1K - $20.1K
|
1.6K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
123+ 8.36% |
$17.9K - $19.9K
|
1.59K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
123+ 1.98% |
$17.9K - $19.9K
|
6.33K
$973K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
123+ 5.85% |
$17.9K - $19.9K
|
2.23K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
121+ 1.27% |
$17.6K - $19.6K
|
9.67K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
119+ 7.83% |
$17.3K - $19.3K
|
1.64K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
116+ 1.36% |
$16.9K - $18.8K
|
8.63K
$1.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
116New |
$16.9K - $18.8K
|
116
$17.8K
|