Baker Tilly Wealth Management, LLC Chevron Corp Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q1 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,317 shares of CVX stock, worth $711,042. This represents 0.36% of its overall portfolio holdings.

Number of Shares

5,317

Previous 4,291 23.91%

Holding current value

$711,042

Previous $621,000 43.16%

% of portfolio

0.36%

Previous 0.25%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$146.71 - $167.97 $150,524 - $172,337	1,026 Added 23.91%	5,317 $889,000
Q4 2024 Jan 10, 2025	SELL	$141.15 - $162.53 $37,687 - $43,395	-267 Reduced 5.86%	4,291 $621,000
Q3 2024 Oct 24, 2024	SELL	$137.88 - $161.97 $51,153 - $60,090	-371 Reduced 7.53%	4,558 $671,000
Q2 2024 Jul 18, 2024	SELL	$152.57 - $166.33 $928,083 - $1.01 Million	-6,083 Reduced 55.24%	4,929 $770,000
Q1 2024 May 09, 2024	BUY	$141.82 - $157.74 $309,167 - $343,873	2,180 Added 24.68%	11,012 $1.74 Million
Q4 2023 Jan 10, 2024	SELL	$141.77 - $169.1 $59,543 - $71,022	-420 Reduced 4.54%	8,832 $1.32 Million
Q3 2023 Oct 10, 2023	SELL	$152.88 - $171.04 $50,603 - $56,614	-331 Reduced 3.45%	9,252 $1.56 Million
Q2 2023 Jul 20, 2023	SELL	$150.62 - $172.44 $69,134 - $79,149	-459 Reduced 4.57%	9,583 $1.51 Million
Q1 2023 Apr 12, 2023	SELL	$152.34 - $187.79 $219,521 - $270,605	-1,441 Reduced 12.55%	10,042 $1.64 Million
Q4 2022 Jan 26, 2023	BUY	$151.73 - $188.05 $169,178 - $209,675	1,115 Added 10.75%	11,483 $0
Q3 2022 Oct 20, 2022	SELL	$135.94 - $164.63 $350,997 - $425,074	-2,582 Reduced 19.94%	10,368 $1.49 Million
Q2 2022 Jul 28, 2022	SELL	$142.43 - $181.13 $57,256 - $72,814	-402 Reduced 3.01%	12,950 $1.88 Million
Q1 2022 Apr 27, 2022	SELL	$119.26 - $170.9 $219,319 - $314,285	-1,839 Reduced 12.11%	13,352 $2.17 Million
Q4 2021 Feb 08, 2022	BUY	$104.33 - $118.79 $174,439 - $198,616	1,672 Added 12.37%	15,191 $1.78 Million
Q3 2021 Nov 02, 2021	SELL	$94.29 - $106.21 $274,949 - $309,708	-2,916 Reduced 17.74%	13,519 $1.37 Million
Q2 2021 Jul 30, 2021	BUY	$100.95 - $110.81 $147,992 - $162,447	1,466 Added 9.79%	16,435 $1.72 Million
Q1 2021 Apr 28, 2021	BUY	$84.71 - $111.56 $145,023 - $190,990	1,712 Added 12.91%	14,969 $1.57 Million
Q4 2020 Feb 03, 2021	BUY	$66.88 - $95.62 $886,628 - $1.27 Million	13,257 New	13,257 $1.12 Million

Others Institutions Holding CVX

# of Institutions

4,181

Shares Held

1.35B

Call Options Held

24M

Put Options Held

22.8M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $262B
Description
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...

More about CVX

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Baker Tilly Wealth Management, LLC Chevron Corp Transaction History