A detailed history of Evergreen Wealth Solutions, LLC transactions in Chevron Corp stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 5,172 shares of CVX stock, worth $743,940. This represents 0.52% of its overall portfolio holdings.

Number of Shares
5,172
Previous 7,347 29.6%
Holding current value
$743,940
Previous $1.15 Million 33.77%
% of portfolio
0.52%
Previous 0.82%

Shares

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

Nov 14, 2024

SELL
$137.88 - $161.97 $299,889 - $352,284
-2,175 Reduced 29.6%
5,172 $761,000
Q2 2024

Aug 14, 2024

SELL
$152.57 - $166.33 $107,256 - $116,929
-703 Reduced 8.73%
7,347 $1.15 Million
Q1 2024

May 15, 2024

SELL
$141.82 - $157.74 $84,524 - $94,013
-596 Reduced 6.89%
8,050 $1.27 Million
Q4 2023

Feb 07, 2024

SELL
$141.77 - $169.1 $24,384 - $29,085
-172 Reduced 1.95%
8,646 $1.29 Million
Q3 2023

Nov 13, 2023

SELL
$152.88 - $171.04 $14,676 - $16,419
-96 Reduced 1.08%
8,818 $1.49 Million
Q2 2023

Aug 11, 2023

BUY
$150.62 - $172.44 $36,600 - $41,902
243 Added 2.8%
8,914 $1.4 Million
Q1 2023

May 12, 2023

SELL
$152.34 - $187.79 $5,941 - $7,323
-39 Reduced 0.45%
8,671 $1.42 Million
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $29,739 - $36,857
-196 Reduced 2.2%
8,710 $1.56 Million
Q3 2022

Nov 14, 2022

BUY
$135.94 - $164.63 $168,021 - $203,482
1,236 Added 16.11%
8,906 $1.28 Million
Q2 2022

Aug 15, 2022

SELL
$142.43 - $181.13 $68,793 - $87,485
-483 Reduced 5.92%
7,670 $1.11 Million
Q1 2022

Apr 22, 2022

SELL
$119.26 - $170.9 $68,574 - $98,267
-575 Reduced 6.59%
8,153 $1.33 Million
Q4 2021

Jan 19, 2022

BUY
$104.33 - $118.79 $910,592 - $1.04 Million
8,728 New
8,728 $1.02 Million

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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