A detailed history of Forum Financial Management, LP transactions in Chevron Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 32,401 shares of CVX stock, worth $4.66 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
32,401
Previous 31,524 2.78%
Holding current value
$4.66 Million
Previous $4.93 Million 3.25%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 29, 2024

BUY
$137.88 - $161.97 $120,920 - $142,047
877 Added 2.78%
32,401 $4.77 Million
Q2 2024

Jul 30, 2024

SELL
$152.57 - $166.33 $38,447 - $41,915
-252 Reduced 0.79%
31,524 $4.93 Million
Q1 2024

May 09, 2024

BUY
$141.82 - $157.74 $81,121 - $90,227
572 Added 1.83%
31,776 $5.01 Million
Q4 2023

Feb 07, 2024

SELL
$141.77 - $169.1 $216,341 - $258,046
-1,526 Reduced 4.66%
31,204 $4.65 Million
Q3 2023

Nov 03, 2023

BUY
$152.88 - $171.04 $125,514 - $140,423
821 Added 2.57%
32,730 $5.52 Million
Q2 2023

Jul 26, 2023

BUY
$150.62 - $172.44 $322,778 - $369,538
2,143 Added 7.2%
31,909 $5.02 Million
Q1 2023

Apr 19, 2023

SELL
$152.34 - $187.79 $17,366 - $21,408
-114 Reduced 0.38%
29,766 $4.86 Million
Q4 2022

Jan 24, 2023

BUY
$151.73 - $188.05 $136,405 - $169,056
899 Added 3.1%
29,880 $0
Q3 2022

Nov 07, 2022

SELL
$135.94 - $164.63 $11,418 - $13,828
-84 Reduced 0.29%
28,981 $4.16 Million
Q2 2022

Aug 15, 2022

BUY
$142.43 - $181.13 $44,580 - $56,693
313 Added 1.09%
29,065 $4.21 Million
Q1 2022

May 16, 2022

BUY
$119.26 - $170.9 $279,664 - $400,760
2,345 Added 8.88%
28,752 $4.68 Million
Q4 2021

Feb 18, 2022

BUY
$104.33 - $118.79 $2.76 Million - $3.14 Million
26,407 New
26,407 $3.1 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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