A detailed history of Juncture Wealth Strategies, LLC transactions in Chevron Corp stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,503 shares of CVX stock, worth $360,031. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,503
Previous 1,753 42.78%
Holding current value
$360,031
Previous $274,000 34.31%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Oct 09, 2024

BUY
$137.88 - $161.97 $103,410 - $121,477
750 Added 42.78%
2,503 $368,000
Q2 2024

Jul 11, 2024

SELL
$152.57 - $166.33 $14,494 - $15,801
-95 Reduced 5.14%
1,753 $274,000
Q1 2024

Apr 05, 2024

SELL
$141.82 - $157.74 $8,792 - $9,779
-62 Reduced 3.25%
1,848 $291,000
Q4 2023

Jan 08, 2024

SELL
$141.77 - $169.1 $24,951 - $29,761
-176 Reduced 8.44%
1,910 $284,000
Q3 2023

Oct 10, 2023

SELL
$152.88 - $171.04 $764 - $855
-5 Reduced 0.24%
2,086 $351,000
Q2 2023

Jul 11, 2023

SELL
$150.62 - $172.44 $30,726 - $35,177
-204 Reduced 8.89%
2,091 $329,000
Q1 2023

May 05, 2023

SELL
$152.34 - $187.79 $69,314 - $85,444
-455 Reduced 16.55%
2,295 $374,000
Q4 2022

Jan 18, 2023

BUY
$151.73 - $188.05 $7,434 - $9,214
49 Added 1.81%
2,750 $0
Q3 2022

Oct 11, 2022

BUY
$135.94 - $164.63 $99,915 - $121,003
735 Added 37.39%
2,701 $388,000
Q2 2022

Jul 14, 2022

BUY
$142.43 - $181.13 $280,017 - $356,101
1,966 New
1,966 $285,000

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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