Bartlett & Co. Wealth Management LLC Chevron Corp Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 496,109 shares of CVX stock, worth $76.8 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
496,109
Previous 508,151 2.37%
Holding current value
$76.8 Million
Previous $72.8 Billion 99.89%
% of portfolio
1.05%
Previous 1.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$145.57 - $161.83 $1.75 Million - $1.95 Million
-12,042 Reduced 2.37%
496,109 $77 Million
Q2 2025

Jul 18, 2025
SELL
$133.73 - $168.51 $803,583 - $1.01 Million
-6,009 Reduced 1.17%
508,151 $72.8 Billion
Q1 2025

Apr 24, 2025
SELL
$146.71 - $167.97 $2.97 Million - $3.4 Million
-20,240 Reduced 3.79%
514,160 $86 Billion
Q4 2024

Jan 17, 2025
SELL
$141.15 - $162.53 $1.04 Million - $1.2 Million
-7,378 Reduced 1.36%
534,400 $77.4 Billion
Q3 2024

Oct 17, 2024
SELL
$137.88 - $161.97 $537,594 - $631,521
-3,899 Reduced 0.71%
541,778 $79.8 Billion
Q2 2024

Jul 12, 2024
BUY
$152.57 - $166.33 $3.45 Million - $3.76 Million
22,632 Added 4.33%
545,677 $85.4 Billion
Q1 2024

May 09, 2024
BUY
$141.82 - $157.74 $9.79 Million - $10.9 Million
69,035 Added 15.21%
523,045 $82.5 Billion
Q4 2023

Feb 14, 2024
BUY
$141.77 - $169.1 $25.3 Million - $30.1 Million
178,170 Added 64.59%
454,010 $68 Billion
Q3 2023

Feb 14, 2024
BUY
$152.88 - $171.04 $10.9 Million - $12.2 Million
71,609 Added 35.06%
275,840 $46.5 Billion
Q2 2023

Feb 14, 2024
BUY
$150.62 - $172.44 $20.5 Million - $23.4 Million
135,947 Added 199.09%
204,231 $32.1 Billion
Q1 2023

Feb 14, 2024
SELL
$152.34 - $187.79 $273,754 - $337,458
-1,797 Reduced 2.56%
68,284 $11.1 Billion
Q4 2022

Feb 14, 2024
BUY
$151.73 - $188.05 $742,870 - $920,692
4,896 Added 7.51%
70,081 $12.6 Billion
Q3 2022

Feb 14, 2024
BUY
$135.94 - $164.63 $37,247 - $45,108
274 Added 0.42%
65,185 $9.37 Billion
Q2 2022

Feb 14, 2024
SELL
$142.43 - $181.13 $611,167 - $777,228
-4,291 Reduced 6.2%
64,911 $9.4 Billion
Q1 2022

Feb 14, 2024
SELL
$119.26 - $170.9 $26,475 - $37,939
-222 Reduced 0.32%
69,202 $11.3 Billion
Q4 2021

Feb 14, 2024
SELL
$104.33 - $118.79 $369,745 - $420,991
-3,544 Reduced 4.86%
69,424 $8.15 Billion
Q3 2021

Feb 13, 2024
SELL
$94.29 - $106.21 $362,356 - $408,165
-3,843 Reduced 5.0%
72,968 $7.4 Billion
Q2 2021

Feb 13, 2024
SELL
$100.95 - $110.81 $161,217 - $176,963
-1,597 Reduced 2.04%
76,811 $8.05 Billion
Q1 2021

Feb 13, 2024
SELL
$84.71 - $111.56 $856,333 - $1.13 Million
-10,109 Reduced 11.42%
78,408 $8.22 Billion
Q4 2020

Feb 13, 2024
SELL
$66.88 - $95.62 $48,421 - $69,228
-724 Reduced 0.81%
88,517 $7.48 Billion
Q3 2020

Feb 13, 2024
SELL
$71.8 - $91.39 $5.64 Million - $7.18 Million
-78,583 Reduced 46.82%
89,241 $6.43 Billion
Q2 2020

Feb 13, 2024
SELL
$68.56 - $103.24 $16.1 Million - $24.3 Million
-235,469 Reduced 58.39%
167,824 $15 Billion
Q1 2020

Feb 13, 2024
SELL
$54.22 - $121.43 $2.2 Million - $4.93 Million
-40,634 Reduced 9.15%
403,293 $29.2 Billion
Q4 2019

Feb 13, 2024
SELL
$111.71 - $122.28 $1.09 Million - $1.19 Million
-9,738 Reduced 2.15%
443,927 $53.5 Billion
Q3 2019

Feb 13, 2024
BUY
$115.18 - $126.54 $8.14 Million - $8.95 Million
70,696 Added 18.46%
453,665 $53.8 Billion
Q2 2019

Feb 13, 2024
BUY
$113.85 - $126.68 $2 Million - $2.23 Million
17,603 Added 4.82%
382,969 $47.7 Billion
Q1 2019

Feb 13, 2024
BUY
$108.57 - $125.88 $299,761 - $347,554
2,761 Added 0.76%
365,366 $45 Billion
Q4 2018

Feb 13, 2024
BUY
$100.99 - $126.82 $508,585 - $638,665
5,036 Added 1.41%
362,605 $39.4 Billion
Q3 2018

Feb 13, 2024
SELL
$114.48 - $127.83 $87,348 - $97,534
-763 Reduced 0.21%
357,569 $43.7 Billion
Q2 2018

Feb 13, 2024
SELL
$112.24 - $130.39 $380,156 - $441,630
-3,387 Reduced 0.94%
358,332 $45.3 Billion
Q1 2018

Feb 13, 2024
BUY
$109.06 - $133.6 $39.4 Million - $48.3 Million
361,719 New
361,719 $41.3 Billion

Others Institutions Holding CVX

# of Institutions
4,390
Shares Held
1.45B
Call Options Held
27.2M
Put Options Held
20.9M
View Full List

About CHEVRON CORP

CVX Quotes by TradingView
  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $303B
  • 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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email