A detailed history of Birchcreek Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 3,456 shares of CVX stock, worth $514,321. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,456
Previous 4,421 21.83%
Holding current value
$514,321
Previous $697,000 22.53%
% of portfolio
0.31%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$152.57 - $166.33 $147,230 - $160,508
-965 Reduced 21.83%
3,456 $540,000
Q1 2024

Apr 29, 2024

BUY
$141.82 - $157.74 $25,811 - $28,708
182 Added 4.29%
4,421 $697,000
Q4 2023

Feb 05, 2024

BUY
$141.77 - $169.1 $40,404 - $48,193
285 Added 7.21%
4,239 $632,000
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $10,395 - $11,630
-68 Reduced 1.69%
3,954 $666,000
Q1 2023

May 01, 2023

BUY
$152.34 - $187.79 $2,285 - $2,816
15 Added 0.37%
4,022 $656,000
Q2 2022

Aug 12, 2022

BUY
$142.43 - $181.13 $19,797 - $25,177
139 Added 3.59%
4,007 $580,000
Q1 2022

May 13, 2022

BUY
$119.26 - $170.9 $23,852 - $34,180
200 Added 5.45%
3,868 $630,000
Q4 2021

Feb 09, 2022

SELL
$104.33 - $118.79 $83,464 - $95,032
-800 Reduced 17.91%
3,668 $430,000
Q3 2021

Nov 16, 2021

SELL
$94.29 - $106.21 $4,903 - $5,522
-52 Reduced 1.15%
4,468 $453,000
Q2 2021

Aug 16, 2021

BUY
$100.95 - $110.81 $30,991 - $34,018
307 Added 7.29%
4,520 $473,000
Q1 2021

May 17, 2021

BUY
$84.71 - $111.56 $17,365 - $22,869
205 Added 5.11%
4,213 $441,000
Q4 2020

Jan 28, 2021

BUY
$66.88 - $95.62 $268,055 - $383,244
4,008 New
4,008 $338,000

Others Institutions Holding CVX

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $291B
  • 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 Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek 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 Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.