A detailed history of Portside Wealth Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Portside Wealth Group, LLC holds 18,042 shares of CVX stock, worth $2.91 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
18,042
Previous 18,298 1.4%
Holding current value
$2.91 Million
Previous $2.86 Billion 7.16%
% of portfolio
0.45%
Previous 0.55%

Shares

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

Oct 31, 2024

SELL
$137.88 - $161.97 $35,297 - $41,464
-256 Reduced 1.4%
18,042 $2.66 Billion
Q2 2024

Jul 18, 2024

BUY
$152.57 - $166.33 $14,036 - $15,302
92 Added 0.51%
18,298 $2.86 Billion
Q1 2024

Apr 17, 2024

BUY
$141.82 - $157.74 $461,907 - $513,759
3,257 Added 21.79%
18,206 $2.87 Billion
Q4 2023

Jan 16, 2024

BUY
$141.77 - $169.1 $4,111 - $4,903
29 Added 0.19%
14,949 $2.23 Billion
Q3 2023

Oct 27, 2023

BUY
$152.88 - $171.04 $33,480 - $37,457
219 Added 1.49%
14,920 $2.52 Billion
Q2 2023

Sep 01, 2023

SELL
$150.62 - $172.44 $95.3 Million - $109 Million
-633,023 Reduced 97.73%
14,701 $2.31 Billion
Q2 2023

Aug 01, 2023

BUY
$150.62 - $172.44 $97.6 Million - $112 Million
647,724 New
647,724 $102 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 $316B
  • 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 Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.