A detailed history of Ropes Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 21,604 shares of CVX stock, worth $3.21 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
21,604
Previous 22,444 3.74%
Holding current value
$3.21 Million
Previous $3.53 Million 3.14%
% of portfolio
0.71%
Previous 0.59%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$152.88 - $171.04 $128,419 - $143,673
-840 Reduced 3.74%
21,604 $3.64 Million
Q2 2023

Aug 07, 2023

SELL
$150.62 - $172.44 $398,841 - $456,621
-2,648 Reduced 10.55%
22,444 $3.53 Million
Q1 2023

May 08, 2023

BUY
$152.34 - $187.79 $175,800 - $216,709
1,154 Added 4.82%
25,092 $4.09 Million
Q4 2022

Feb 06, 2023

BUY
$151.73 - $188.05 $151,881 - $188,238
1,001 Added 4.36%
23,938 $4.3 Million
Q3 2022

Nov 01, 2022

BUY
$135.94 - $164.63 $75,174 - $91,040
553 Added 2.47%
22,937 $3.3 Million
Q2 2022

Aug 10, 2022

SELL
$142.43 - $181.13 $30,622 - $38,942
-215 Reduced 0.95%
22,384 $3.24 Million
Q1 2022

May 04, 2022

BUY
$119.26 - $170.9 $449,729 - $644,463
3,771 Added 20.03%
22,599 $3.68 Million
Q4 2021

Feb 10, 2022

SELL
$104.33 - $118.79 $935,631 - $1.07 Million
-8,968 Reduced 32.26%
18,828 $2.21 Million
Q3 2021

Nov 05, 2021

SELL
$94.29 - $106.21 $208,475 - $234,830
-2,211 Reduced 7.37%
27,796 $2.82 Million
Q2 2021

Aug 04, 2021

BUY
$100.95 - $110.81 $117,909 - $129,426
1,168 Added 4.05%
30,007 $3.14 Million
Q1 2021

May 12, 2021

BUY
$84.71 - $111.56 $355,782 - $468,552
4,200 Added 17.05%
28,839 $3.08 Million
Q4 2020

Feb 05, 2021

SELL
$66.88 - $95.62 $212,076 - $303,211
-3,171 Reduced 11.4%
24,639 $2.08 Million
Q3 2020

Oct 16, 2020

SELL
$71.8 - $91.39 $184,885 - $235,329
-2,575 Reduced 8.47%
27,810 $2 Million
Q2 2020

Jul 20, 2020

SELL
$68.56 - $103.24 $22,076 - $33,243
-322 Reduced 1.05%
30,385 $2.71 Million
Q1 2020

Apr 24, 2020

SELL
$54.22 - $121.43 $126,983 - $284,389
-2,342 Reduced 7.09%
30,707 $2.23 Million
Q4 2019

Feb 05, 2020

SELL
$111.71 - $122.28 $970,983 - $1.06 Million
-8,692 Reduced 20.82%
33,049 $3.98 Million
Q3 2019

Nov 05, 2019

BUY
$115.18 - $126.54 $33,517 - $36,823
291 Added 0.7%
41,741 $4.95 Million
Q2 2019

Jul 31, 2019

BUY
$113.85 - $126.68 $164,740 - $183,305
1,447 Added 3.62%
41,450 $5.16 Million
Q1 2019

Apr 15, 2019

SELL
$108.57 - $125.88 $5,428 - $6,294
-50 Reduced 0.12%
40,003 $4.93 Million
Q4 2018

Feb 08, 2019

SELL
$100.99 - $126.82 $210,059 - $263,785
-2,080 Reduced 4.94%
40,053 $4.36 Million
Q3 2018

Oct 30, 2018

SELL
$114.48 - $127.83 $59,987 - $66,982
-524 Reduced 1.23%
42,133 $5.15 Million
Q2 2018

Aug 13, 2018

SELL
$112.24 - $130.39 $264,549 - $307,329
-2,357 Reduced 5.24%
42,657 $5.39 Million
Q1 2018

Apr 30, 2018

SELL
$109.06 - $133.6 $34,244 - $41,950
-314 Reduced 0.69%
45,014 $5.13 Million
Q4 2017

Feb 13, 2018

SELL
$113.54 - $125.98 $190,406 - $211,268
-1,677 Reduced 3.57%
45,328 $5.68 Million
Q3 2017

Nov 09, 2017

BUY
$105.78 - $117.99 $4.97 Million - $5.55 Million
47,005
47,005 $5.52 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 $291B
  • 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
Track This Portfolio

Track Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.