A detailed history of Fortis Group Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 5,757 shares of CVX stock, worth $933,267. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,757
Previous 7,589 24.14%
Holding current value
$933,267
Previous $1.19 Billion 28.57%
% of portfolio
0.16%
Previous 0.24%

Shares

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

Oct 21, 2024

SELL
$137.88 - $161.97 $252,596 - $296,729
-1,832 Reduced 24.14%
5,757 $848 Million
Q2 2024

Jul 30, 2024

BUY
$152.57 - $166.33 $188,881 - $205,916
1,238 Added 19.49%
7,589 $1.19 Billion
Q1 2024

Apr 30, 2024

SELL
$141.82 - $157.74 $39,000 - $43,378
-275 Reduced 4.15%
6,351 $1 Billion
Q4 2023

Mar 04, 2024

BUY
$141.77 - $169.1 $170,832 - $203,765
1,205 Added 22.23%
6,626 $1.05 Billion
Q3 2023

Dec 01, 2023

BUY
$152.88 - $171.04 $183,914 - $205,761
1,203 Added 28.52%
5,421 $891 Million
Q2 2023

Jul 18, 2023

BUY
$150.62 - $172.44 $301 - $344
2 Added 0.05%
4,218 $664 Million
Q1 2023

May 26, 2023

SELL
$152.34 - $187.79 $444,223 - $547,595
-2,916 Reduced 40.89%
4,216 $711 Million
Q3 2020

Nov 17, 2020

BUY
$71.8 - $91.39 $512,077 - $651,793
7,132 New
7,132 $512,000

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 $317B
  • 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 Fortis Group Advisors, LLC Portfolio

Follow Fortis Group 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 Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.