A detailed history of Heron Financial Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,884 shares of CVX stock, worth $271,296. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,884
Previous 2,149 12.33%
Holding current value
$271,296
Previous $350,000 15.43%
% of portfolio
0.16%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$150.62 - $172.44 $39,914 - $45,696
-265 Reduced 12.33%
1,884 $296,000
Q1 2023

Apr 19, 2023

SELL
$152.34 - $187.79 $304 - $375
-2 Reduced 0.09%
2,149 $350,000
Q2 2022

Jul 29, 2022

SELL
$142.43 - $181.13 $11,394 - $14,490
-80 Reduced 3.59%
2,151 $311,000
Q1 2022

May 12, 2022

SELL
$119.26 - $170.9 $17,769 - $25,464
-149 Reduced 6.26%
2,231 $363,000
Q4 2021

Feb 04, 2022

SELL
$104.33 - $118.79 $14,606 - $16,630
-140 Reduced 5.56%
2,380 $321,000
Q2 2021

Aug 16, 2021

BUY
$100.95 - $110.81 $504 - $554
5 Added 0.2%
2,520 $264,000
Q1 2021

Apr 14, 2021

BUY
$84.71 - $111.56 $11,435 - $15,060
135 Added 5.67%
2,515 $266,000
Q4 2020

Feb 16, 2021

SELL
$66.88 - $95.62 $136,435 - $195,064
-2,040 Reduced 46.15%
2,380 $215,000
Q3 2020

Oct 15, 2020

BUY
$71.8 - $91.39 $106,264 - $135,257
1,480 Added 50.34%
4,420 $321,000
Q2 2020

Jul 20, 2020

BUY
$68.56 - $103.24 $15,494 - $23,332
226 Added 8.33%
2,940 $251,000
Q4 2019

Feb 14, 2020

BUY
$111.71 - $122.28 $303,180 - $331,867
2,714 New
2,714 $302,000

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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