A detailed history of Institutional & Family Asset Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 29,578 shares of CVX stock, worth $4.53 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
29,578
Previous 30,096 1.72%
Holding current value
$4.53 Million
Previous $4.75 Million 2.55%
% of portfolio
0.55%
Previous 0.58%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$152.57 - $166.33 $79,031 - $86,158
-518 Reduced 1.72%
29,578 $4.63 Million
Q1 2024

May 08, 2024

BUY
$141.82 - $157.74 $53,324 - $59,310
376 Added 1.27%
30,096 $4.75 Million
Q4 2023

Feb 06, 2024

BUY
$141.77 - $169.1 $43,948 - $52,421
310 Added 1.05%
29,720 $4.43 Million
Q3 2023

Nov 13, 2023

SELL
$152.88 - $171.04 $527,436 - $590,088
-3,450 Reduced 10.5%
29,410 $4.96 Million
Q2 2023

Aug 09, 2023

SELL
$150.62 - $172.44 $125,466 - $143,642
-833 Reduced 2.47%
32,860 $5.17 Million
Q1 2023

May 08, 2023

SELL
$152.34 - $187.79 $80,892 - $99,716
-531 Reduced 1.55%
33,693 $5.5 Million
Q4 2022

Feb 08, 2023

SELL
$151.73 - $188.05 $681,722 - $844,908
-4,493 Reduced 11.6%
34,224 $6.14 Million
Q3 2022

Nov 07, 2022

BUY
$135.94 - $164.63 $261,684 - $316,912
1,925 Added 5.23%
38,717 $5.56 Million
Q2 2022

Aug 08, 2022

BUY
$142.43 - $181.13 $76,342 - $97,085
536 Added 1.48%
36,792 $5.33 Million
Q1 2022

May 11, 2022

SELL
$119.26 - $170.9 $3,339 - $4,785
-28 Reduced 0.08%
36,256 $5.9 Million
Q4 2021

Feb 14, 2022

SELL
$104.33 - $118.79 $314,346 - $357,914
-3,013 Reduced 7.67%
36,284 $4.26 Million
Q3 2021

Nov 10, 2021

BUY
$94.29 - $106.21 $254,960 - $287,191
2,704 Added 7.39%
39,297 $3.99 Million
Q2 2021

Aug 10, 2021

BUY
$100.95 - $110.81 $454,981 - $499,420
4,507 Added 14.05%
36,593 $3.83 Million
Q1 2021

May 06, 2021

SELL
$84.71 - $111.56 $81,152 - $106,874
-958 Reduced 2.9%
32,086 $3.36 Million
Q4 2020

Feb 03, 2021

SELL
$66.88 - $95.62 $109,014 - $155,860
-1,630 Reduced 4.7%
33,044 $2.79 Million
Q3 2020

Oct 30, 2020

SELL
$71.8 - $91.39 $94,273 - $119,995
-1,313 Reduced 3.65%
34,674 $2.5 Million
Q2 2020

Aug 14, 2020

SELL
$68.56 - $103.24 $562,946 - $847,703
-8,211 Reduced 18.58%
35,987 $3.21 Million
Q1 2020

May 14, 2020

BUY
$54.22 - $121.43 $930,144 - $2.08 Million
17,155 Added 63.44%
44,198 $3.2 Million
Q4 2019

Feb 14, 2020

BUY
$111.71 - $122.28 $9,495 - $10,393
85 Added 0.32%
27,043 $3.26 Million
Q3 2019

Nov 14, 2019

SELL
$115.18 - $126.54 $75,788 - $83,263
-658 Reduced 2.38%
26,958 $3.2 Million
Q2 2019

Aug 14, 2019

SELL
$113.85 - $126.68 $54,534 - $60,679
-479 Reduced 1.7%
27,616 $3.44 Million
Q1 2019

May 13, 2019

SELL
$108.57 - $125.88 $36,262 - $42,043
-334 Reduced 1.17%
28,095 $3.46 Million
Q4 2018

Feb 14, 2019

SELL
$100.99 - $126.82 $80,085 - $100,568
-793 Reduced 2.71%
28,429 $3.09 Million
Q3 2018

Nov 13, 2018

BUY
$114.48 - $127.83 $2,175 - $2,428
19 Added 0.07%
29,222 $3.57 Million
Q2 2018

Aug 13, 2018

SELL
$112.24 - $130.39 $245,693 - $285,423
-2,189 Reduced 6.97%
29,203 $3.69 Million
Q1 2018

May 14, 2018

SELL
$109.06 - $133.6 $838,453 - $1.03 Million
-7,688 Reduced 19.67%
31,392 $3.58 Million
Q4 2017

Feb 14, 2018

BUY
$113.54 - $125.98 $155,095 - $172,088
1,366 Added 3.62%
39,080 $4.89 Million
Q3 2017

Nov 14, 2017

BUY
$105.78 - $117.99 $112,549 - $125,541
1,064 Added 2.9%
37,714 $4.43 Million
Q2 2017

Aug 14, 2017

BUY
N/A
36,650
36,650 $3.82 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 $300B
  • 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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