A detailed history of Aletheian Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 5,249 shares of CVX stock, worth $763,677. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,249
Previous 4,976 5.49%
Holding current value
$763,677
Previous $784,000 4.72%
% of portfolio
0.45%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$152.57 - $166.33 $41,651 - $45,408
273 Added 5.49%
5,249 $821,000
Q1 2024

Apr 15, 2024

BUY
$141.82 - $157.74 $61,549 - $68,459
434 Added 9.56%
4,976 $784,000
Q4 2023

Jan 05, 2024

SELL
$141.77 - $169.1 $22,966 - $27,394
-162 Reduced 3.44%
4,542 $677,000
Q3 2023

Oct 04, 2023

SELL
$152.88 - $171.04 $50,144 - $56,101
-328 Reduced 6.52%
4,704 $793,000
Q2 2023

Jul 13, 2023

BUY
$150.62 - $172.44 $568,289 - $650,616
3,773 Added 299.68%
5,032 $791,000
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $191,796 - $236,427
1,259 New
1,259 $205,000

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 $285B
  • 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
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