A detailed history of Castle Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Castle Wealth Management LLC holds 6,475 shares of CVX stock, worth $931,364. This represents 0.5% of its overall portfolio holdings.

Number of Shares
6,475
Previous 6,028 7.42%
Holding current value
$931,364
Previous $942,000 1.17%
% of portfolio
0.5%
Previous 0.56%

Shares

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

Oct 31, 2024

BUY
$137.88 - $161.97 $61,632 - $72,400
447 Added 7.42%
6,475 $953,000
Q2 2024

Jul 22, 2024

BUY
$152.57 - $166.33 $61,333 - $66,864
402 Added 7.15%
6,028 $942,000
Q1 2024

Apr 29, 2024

BUY
$141.82 - $157.74 $21,556 - $23,976
152 Added 2.78%
5,626 $887,000
Q4 2023

Jan 31, 2024

BUY
$141.77 - $169.1 $207,976 - $248,069
1,467 Added 36.61%
5,474 $816,000
Q3 2023

Nov 03, 2023

BUY
$152.88 - $171.04 $52,590 - $58,837
344 Added 9.39%
4,007 $675,000
Q2 2023

Jul 17, 2023

SELL
$150.62 - $172.44 $29,220 - $33,453
-194 Reduced 5.03%
3,663 $576,000
Q1 2023

May 04, 2023

SELL
$152.34 - $187.79 $20,108 - $24,788
-132 Reduced 3.31%
3,857 $629,000
Q4 2022

Feb 09, 2023

BUY
$151.73 - $188.05 $9,862 - $12,223
65 Added 1.66%
3,989 $716,000
Q3 2022

Nov 07, 2022

BUY
$135.94 - $164.63 $74,495 - $90,217
548 Added 16.23%
3,924 $564,000
Q2 2022

Aug 01, 2022

BUY
$142.43 - $181.13 $480,843 - $611,494
3,376 New
3,376 $489,000

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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