Purchases and Sales Made in Q4 2025 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.23M+ 919.53% |
$183M - $194M
|
1.36M
$211M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
254K+ 22.96% |
$37.8M - $40M
|
1.36M
$210M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
150K+ 20.04% |
$22.3M - $23.7M
|
898K
$139M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
66.7KNew |
$9.93M - $10.5M
|
66.7K
$10.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
45.5K+ 7.65% |
$6.77M - $7.17M
|
640K
$99M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
35.5K+ 2449.65% |
$5.28M - $5.59M
|
36.9K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
BUY
|
- |
20K+ 416.67% |
$2.98M - $3.15M
|
24.8K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
19.1K+ 4.07% |
$2.85M - $3.01M
|
488K
$75.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
18.8KNew |
$2.79M - $2.96M
|
18.8K
$2.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.9K+ 11.64% |
$2.36M - $2.5M
|
152K
$23.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
13KNew |
$1.93M - $2.05M
|
13K
$2.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 14.94% |
$1.61M - $1.71M
|
83.3K
$12.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.3K+ 2.1% |
$1.53M - $1.62M
|
499K
$77.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
9.67K+ 2.03% |
$1.44M - $1.52M
|
485K
$75.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
9.1K+ 2.76% |
$1.36M - $1.44M
|
339K
$52.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.88K+ 1.96% |
$1.02M - $1.08M
|
358K
$55.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.48K+ 64.01% |
$964K - $1.02M
|
16.6K
$2.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
6.41K+ 439.48% |
$955K - $1.01M
|
7.87K
$1.22M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
6.32K+ 438.89% |
$941K - $997K
|
7.76K
$1.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.1K+ 46.16% |
$908K - $961K
|
19.3K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
5.83K+ 31.18% |
$867K - $919K
|
24.5K
$3.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
5.53KNew |
$823K - $872K
|
5.53K
$856K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
5.34K+ 27.5% |
$795K - $842K
|
24.7K
$3.83M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
5.24KNew |
$780K - $826K
|
5.24K
$811K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.16K+ 2.63% |
$768K - $814K
|
201K
$31.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.92K+ 5.9% |
$733K - $777K
|
88.3K
$13.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.21K+ 1.79% |
$626K - $663K
|
238K
$36.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.14K+ 5.45% |
$616K - $653K
|
80.1K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
3.65K+ 19.28% |
$543K - $575K
|
22.6K
$3.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.57K+ 2.14% |
$532K - $563K
|
170K
$26.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.24K+ 2.52% |
$482K - $511K
|
132K
$20.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.16K+ 95.49% |
$470K - $498K
|
6.46K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.12K+ 38.16% |
$465K - $492K
|
11.3K
$1.75M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 7.01% |
$459K - $487K
|
47.1K
$7.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.04K+ 22.53% |
$452K - $479K
|
16.5K
$2.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
2.88K+ 6.65% |
$429K - $455K
|
46.2K
$7.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.78K+ 19.53% |
$414K - $439K
|
17K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
2.68K+ 19.08% |
$398K - $422K
|
16.7K
$2.59M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 7.73% |
$369K - $391K
|
34.5K
$5.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 2.6% |
$365K - $387K
|
96.6K
$15M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.29K+ 70.73% |
$341K - $362K
|
5.54K
$857K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.25KNew |
$335K - $355K
|
2.25K
$348K
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.23K+ 6.74% |
$332K - $352K
|
35.3K
$5.47M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.17K+ 32.98% |
$323K - $342K
|
8.75K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.17K+ 236.35% |
$322K - $341K
|
3.08K
$477K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.12KNew |
$316K - $335K
|
2.12K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.11KNew |
$315K - $333K
|
2.11K
$327K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.04K+ 6.44% |
$304K - $322K
|
33.8K
$5.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2K+ 84.5% |
$298K - $316K
|
4.37K
$676K
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.83KNew |
$272K - $289K
|
1.83K
$283K
|
|