Omnia Family Wealth, LLC Chevron Corp Transaction History

Omnia Family Wealth, LLC

$306 Million
Q3 2025

A detailed history of Omnia Family Wealth, LLC transactions in Chevron Corp stock. As of the latest transaction made, Omnia Family Wealth, LLC holds 2,360 shares of CVX stock, worth $365,375. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,360

Previous 1,549 52.36%

Holding current value

$365,375

Previous $221,000 65.61%

% of portfolio

0.12%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$145.57 - $161.83 $118,057 - $131,244	811 Added 52.36%	2,360 $366,000
Q2 2025 Jul 28, 2025	SELL	$133.73 - $168.51 $56,166 - $70,774	-420 Reduced 21.33%	1,549 $221,000
Q1 2025 Apr 23, 2025	BUY	$146.71 - $167.97 $68,220 - $78,106	465 Added 30.92%	1,969 $329,000
Q4 2024 Feb 27, 2025	BUY	$141.15 - $162.53 $212,289 - $244,445	1,504 New	1,504 $217,000
Q2 2024 Aug 14, 2024	SELL	$152.57 - $166.33 $2,898 - $3,160	-19 Reduced 1.35%	1,392 $217,000

Q1 2024 Apr 30, 2024	BUY	$141.82 - $157.74 $200,108 - $222,571	1,411 New	1,411 $222,000
Q3 2023 Nov 01, 2023	SELL	$152.88 - $171.04 $64,362 - $72,007	-421 Reduced 25.5%	1,230 $207,000
Q1 2022 May 06, 2022	BUY	$119.26 - $170.9 $196,898 - $282,155	1,651 New	1,651 $269,000
Q1 2021 May 12, 2021	SELL	$84.71 - $111.56 $376,366 - $495,661	-4,443 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$66.88 - $95.62 $2,474 - $3,537	37 Added 0.84%	4,443 $375,000
Q2 2020 Aug 04, 2020	SELL	$68.56 - $103.24 $4,182 - $6,297	-61 Reduced 1.37%	4,406 $393,000
Q1 2020 May 05, 2020	SELL	$54.22 - $121.43 $58,774 - $131,630	-1,084 Reduced 19.53%	4,467 $324,000
Q4 2019 Feb 05, 2020	BUY	$111.71 - $122.28 $120,088 - $131,451	1,075 Added 24.02%	5,551 $669,000
Q3 2019 Nov 12, 2019	BUY	$115.18 - $126.54 $13,706 - $15,058	119 Added 2.73%	4,476 $531,000
Q2 2019 Aug 07, 2019	BUY	$113.85 - $126.68 $1,593 - $1,773	14 Added 0.32%	4,357 $542,000
Q1 2019 May 15, 2019	BUY	$108.57 - $125.88 $12,376 - $14,350	114 Added 2.7%	4,343 $535,000
Q4 2018 Feb 26, 2019	BUY	$100.99 - $126.82 $3,736 - $4,692	37 Added 0.88%	4,229 $460,000
Q3 2018 Nov 14, 2018	SELL	$114.48 - $127.83 $12,707 - $14,189	-111 Reduced 2.58%	4,192 $513,000
Q2 2018 Aug 10, 2018	BUY	$112.24 - $130.39 $168,360 - $195,584	1,500 Added 53.51%	4,303 $544,000
Q1 2018 May 11, 2018	SELL	$109.06 - $133.6 $33,699 - $41,282	-309 Reduced 9.93%	2,803 $320,000
Q4 2017 Feb 02, 2018	BUY	$113.54 - $125.98 $35,083 - $38,927	309 Added 11.02%	3,112 $390,000
Q3 2017 Nov 14, 2017	SELL	$105.78 - $117.99 $21,473 - $23,951	-203 Reduced 6.75%	2,803 $329,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,006	3,006 $314,000

Others Institutions Holding CVX

# of Institutions

4,393

Shares Held

1.45B

Call Options Held

27.2M

Put Options Held

20.9M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $303B
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...

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Omnia Family Wealth, LLC Chevron Corp Transaction History