A detailed history of Bms Financial Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 3,956 shares of CVX stock, worth $565,589. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,956
Previous 5,481 27.82%
Holding current value
$565,589
Previous $894,000 30.43%
% of portfolio
0.42%
Previous 0.63%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$150.62 - $172.44 $229,695 - $262,971
-1,525 Reduced 27.82%
3,956 $622,000
Q1 2023

Apr 10, 2023

BUY
$152.34 - $187.79 $2,894 - $3,568
19 Added 0.35%
5,481 $894,000
Q4 2022

Jan 19, 2023

SELL
$151.73 - $188.05 $23,973 - $29,711
-158 Reduced 2.81%
5,462 $0
Q3 2022

Oct 17, 2022

SELL
$135.94 - $164.63 $17,536 - $21,237
-129 Reduced 2.24%
5,620 $807,000
Q2 2022

Jul 11, 2022

BUY
$142.43 - $181.13 $51,274 - $65,206
360 Added 6.68%
5,749 $832,000
Q1 2022

May 11, 2022

BUY
$119.26 - $170.9 $38,282 - $54,858
321 Added 6.33%
5,389 $877,000
Q4 2021

May 11, 2022

BUY
$104.33 - $118.79 $528,744 - $602,027
5,068 New
5,068 $595,000

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 $280B
  • 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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