A detailed history of Aprio Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 4,552 shares of CVX stock, worth $650,253. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,552
Previous 5,625 19.08%
Holding current value
$650,253
Previous $879,000 23.78%
% of portfolio
0.12%
Previous 0.17%

Shares

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

Oct 07, 2024

SELL
$137.88 - $161.97 $147,945 - $173,793
-1,073 Reduced 19.08%
4,552 $670,000
Q2 2024

Jul 10, 2024

BUY
$152.57 - $166.33 $438,486 - $478,032
2,874 Added 104.47%
5,625 $879,000
Q1 2024

Apr 10, 2024

BUY
$141.82 - $157.74 $190,038 - $211,371
1,340 Added 94.97%
2,751 $433,000
Q4 2023

Jan 17, 2024

SELL
$141.77 - $169.1 $15,736 - $18,770
-111 Reduced 7.29%
1,411 $210,000
Q3 2023

Oct 10, 2023

BUY
$152.88 - $171.04 $19,415 - $21,722
127 Added 9.1%
1,522 $256,000
Q2 2023

Jul 13, 2023

BUY
$150.62 - $172.44 $210,114 - $240,553
1,395 New
1,395 $219,000
Q4 2022

Jan 11, 2023

BUY
$151.73 - $188.05 $207,414 - $257,064
1,367 New
1,367 $0
Q2 2022

Jul 26, 2022

BUY
$142.43 - $181.13 $139,296 - $177,145
978 Added 52.95%
2,825 $409,000
Q1 2022

Apr 19, 2022

BUY
$119.26 - $170.9 $220,273 - $315,652
1,847 New
1,847 $301,000
Q1 2020

Apr 16, 2020

SELL
$54.22 - $121.43 $194,378 - $435,326
-3,585 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$111.71 - $122.28 $400,480 - $438,373
3,585 New
3,585 $432,000

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 $280B
  • 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 Aprio Wealth Management, LLC Portfolio

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.