A detailed history of Capital Advisors Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 16,146 shares of CVX stock, worth $2.32 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
16,146
Previous 16,501 2.15%
Holding current value
$2.32 Million
Previous $2.58 Million 7.9%
% of portfolio
0.44%
Previous 0.51%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$137.88 - $161.97 $48,947 - $57,499
-355 Reduced 2.15%
16,146 $2.38 Million
Q2 2024

Jul 16, 2024

BUY
$152.57 - $166.33 $164,317 - $179,137
1,077 Added 6.98%
16,501 $2.58 Million
Q1 2024

Apr 12, 2024

BUY
$141.82 - $157.74 $89,913 - $100,007
634 Added 4.29%
15,424 $2.43 Million
Q4 2023

Jan 08, 2024

SELL
$141.77 - $169.1 $75,138 - $89,623
-530 Reduced 3.46%
14,790 $2.21 Million
Q3 2023

Oct 10, 2023

BUY
$152.88 - $171.04 $67,572 - $75,599
442 Added 2.97%
15,320 $2.58 Million
Q2 2023

Jul 11, 2023

BUY
$150.62 - $172.44 $87,208 - $99,842
579 Added 4.05%
14,878 $2.34 Million
Q1 2023

Apr 14, 2023

BUY
$152.34 - $187.79 $66,267 - $81,688
435 Added 3.14%
14,299 $2.33 Million
Q4 2022

Feb 09, 2023

SELL
$151.73 - $188.05 $363,545 - $450,567
-2,396 Reduced 14.74%
13,864 $2.49 Million
Q3 2022

Nov 14, 2022

BUY
$135.94 - $164.63 $648,161 - $784,955
4,768 Added 41.49%
16,260 $2.34 Million
Q2 2022

Aug 04, 2022

BUY
$142.43 - $181.13 $330,152 - $419,859
2,318 Added 25.27%
11,492 $1.66 Million
Q1 2022

May 09, 2022

BUY
$119.26 - $170.9 $95,646 - $137,061
802 Added 9.58%
9,174 $1.49 Million
Q4 2021

Feb 04, 2022

BUY
$104.33 - $118.79 $92,749 - $105,604
889 Added 11.88%
8,372 $982,000
Q3 2021

Nov 12, 2021

BUY
$94.29 - $106.21 $96,081 - $108,227
1,019 Added 15.76%
7,483 $759,000
Q2 2021

Aug 13, 2021

BUY
$100.95 - $110.81 $125,480 - $137,736
1,243 Added 23.81%
6,464 $677,000
Q1 2021

Apr 20, 2021

BUY
$84.71 - $111.56 $442,270 - $582,454
5,221 New
5,221 $547,000

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 $282B
  • 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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