A detailed history of Signature Wealth Management Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 3,530 shares of CVX stock, worth $543,514. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,530
Previous 5,650 37.52%
Holding current value
$543,514
Previous $883,000 41.22%
% of portfolio
0.38%
Previous 0.67%

Shares

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

Oct 24, 2024

SELL
$137.88 - $161.97 $292,305 - $343,376
-2,120 Reduced 37.52%
3,530 $519,000
Q2 2024

Jul 15, 2024

SELL
$152.57 - $166.33 $25,631 - $27,943
-168 Reduced 2.89%
5,650 $883,000
Q4 2023

Jan 19, 2024

BUY
$141.77 - $169.1 $32,323 - $38,554
228 Added 4.08%
5,818 $867,000
Q1 2023

May 02, 2023

SELL
$152.34 - $187.79 $15,234 - $18,779
-100 Reduced 1.76%
5,590 $912,000
Q4 2022

Feb 03, 2023

SELL
$151.73 - $188.05 $30,345 - $37,610
-200 Reduced 3.4%
5,690 $1.02 Million
Q2 2022

Jul 22, 2022

SELL
$142.43 - $181.13 $77,766 - $98,896
-546 Reduced 8.48%
5,890 $853,000
Q1 2022

May 10, 2022

SELL
$119.26 - $170.9 $35,778 - $51,270
-300 Reduced 4.45%
6,436 $1.05 Million
Q4 2021

Jan 19, 2022

SELL
$104.33 - $118.79 $10,433 - $11,879
-100 Reduced 1.46%
6,736 $790,000
Q1 2021

May 14, 2021

BUY
$84.71 - $111.56 $174,502 - $229,813
2,060 Added 43.13%
6,836 $716,000
Q4 2020

Feb 16, 2021

BUY
$66.88 - $95.62 $319,418 - $456,681
4,776 New
4,776 $403,000

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 $301B
  • 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 Signature Wealth Management Partners, LLC Portfolio

Follow Signature Wealth Management Partners, 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 Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.