A detailed history of Concord Wealth Partners transactions in Chevron Corp stock. As of the latest transaction made, Concord Wealth Partners holds 24,070 shares of CVX stock, worth $3.46 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
24,070
Previous 22,891 5.15%
Holding current value
$3.46 Million
Previous $3.58 Million 1.01%
% of portfolio
0.6%
Previous 0.64%

Shares

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

Oct 24, 2024

BUY
$137.88 - $161.97 $162,560 - $190,962
1,179 Added 5.15%
24,070 $3.54 Million
Q2 2024

Jul 31, 2024

BUY
$152.57 - $166.33 $17,698 - $19,294
116 Added 0.51%
22,891 $3.58 Million
Q1 2024

Apr 30, 2024

BUY
$141.82 - $157.74 $461,056 - $512,812
3,251 Added 16.65%
22,775 $3.59 Million
Q4 2023

Apr 30, 2024

BUY
$141.77 - $169.1 $754,074 - $899,442
5,319 Added 37.44%
19,524 $2.91 Million
Q4 2023

Feb 05, 2024

BUY
$141.77 - $169.1 $754,074 - $899,442
5,319 Added 37.44%
19,524 $2.91 Million
Q3 2023

Apr 30, 2024

SELL
$152.88 - $171.04 $813,168 - $909,761
-5,319 Reduced 27.24%
14,205 $2.4 Million
Q3 2023

Oct 25, 2023

BUY
$152.88 - $171.04 $160,371 - $179,420
1,049 Added 7.97%
14,205 $2.4 Million
Q2 2023

Aug 07, 2023

BUY
$150.62 - $172.44 $829,012 - $949,109
5,504 Added 71.93%
13,156 $2.07 Million
Q1 2023

Apr 26, 2023

BUY
$152.34 - $187.79 $792,929 - $977,446
5,205 Added 212.71%
7,652 $1.25 Million
Q4 2022

Jan 27, 2023

SELL
$151.73 - $188.05 $109,700 - $135,960
-723 Reduced 22.81%
2,447 $439,000
Q3 2022

Nov 10, 2022

SELL
$135.94 - $164.63 $35,208 - $42,639
-259 Reduced 7.55%
3,170 $455,000
Q2 2022

Aug 04, 2022

SELL
$142.43 - $181.13 $14,527 - $18,475
-102 Reduced 2.89%
3,429 $497,000
Q1 2022

Apr 20, 2022

SELL
$119.26 - $170.9 $32,915 - $47,168
-276 Reduced 7.25%
3,531 $575,000
Q4 2021

Jan 21, 2022

BUY
$104.33 - $118.79 $99,635 - $113,444
955 Added 33.49%
3,807 $447,000
Q3 2021

Nov 09, 2021

SELL
$94.29 - $106.21 $81,183 - $91,446
-861 Reduced 23.19%
2,852 $289,000
Q2 2021

Jul 29, 2021

SELL
$100.95 - $110.81 $47,547 - $52,191
-471 Reduced 11.26%
3,713 $389,000
Q1 2021

May 13, 2021

BUY
$84.71 - $111.56 $196,018 - $258,149
2,314 Added 123.74%
4,184 $438,000
Q4 2020

Feb 16, 2021

BUY
$66.88 - $95.62 $125,065 - $178,809
1,870 New
1,870 $158,000

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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