Archetype Wealth Partners Chevron Corp Transaction History

Archetype Wealth Partners

$721 Million
Q2 2025

A detailed history of Archetype Wealth Partners transactions in Chevron Corp stock. As of the latest transaction made, Archetype Wealth Partners holds 3,515 shares of CVX stock, worth $540,571. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,515

Previous 1,911 83.94%

Holding current value

$540,571

Previous $320,000 57.19%

% of portfolio

0.07%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$133.73 - $168.51 $214,502 - $270,290	1,604 Added 83.94%	3,515 $503,000
Q1 2025 May 14, 2025	SELL	$146.71 - $167.97 $2,053 - $2,351	-14 Reduced 0.73%	1,911 $320,000
Q4 2024 Feb 14, 2025	SELL	$141.15 - $162.53 $2,258 - $2,600	-16 Reduced 0.82%	1,925 $279,000
Q3 2024 Nov 14, 2024	BUY	$137.88 - $161.97 $1,240 - $1,457	9 Added 0.47%	1,941 $286,000
Q2 2024 Aug 15, 2024	SELL	$152.57 - $166.33 $215,428 - $234,857	-1,412 Reduced 42.22%	1,932 $302,000
Q1 2024 May 14, 2024	BUY	$141.82 - $157.74 $160,965 - $179,034	1,135 Added 51.38%	3,344 $527,000
Q4 2023 Feb 14, 2024	SELL	$141.77 - $169.1 $56,566 - $67,470	-399 Reduced 15.3%	2,209 $329,000
Q3 2023 Nov 13, 2023	SELL	$152.88 - $171.04 $305 - $342	-2 Reduced 0.08%	2,608 $440,000
Q2 2023 Aug 14, 2023	BUY	$150.62 - $172.44 $12,350 - $14,140	82 Added 3.24%	2,610 $411,000
Q1 2023 May 10, 2023	SELL	$152.34 - $187.79 $28,792 - $35,492	-189 Reduced 6.96%	2,528 $413,000
Q4 2022 Feb 14, 2023	BUY	$151.73 - $188.05 $101,355 - $125,617	668 Added 32.6%	2,717 $488,000
Q3 2022 Nov 14, 2022	SELL	$135.94 - $164.63 $26,644 - $32,267	-196 Reduced 8.73%	2,049 $294,000
Q2 2022 Aug 15, 2022	BUY	$142.43 - $181.13 $27,346 - $34,776	192 Added 9.35%	2,245 $325,000
Q1 2022 May 12, 2022	SELL	$119.26 - $170.9 $298,150 - $427,250	-2,500 Reduced 54.91%	2,053 $334,000
Q3 2021 Nov 12, 2021	BUY	$94.29 - $106.21 $149,921 - $168,873	1,590 Added 53.66%	4,553 $462,000
Q2 2021 Aug 13, 2021	BUY	$100.95 - $110.81 $299,114 - $328,330	2,963 New	2,963 $310,000

Others Institutions Holding CVX

# of Institutions

4,270

Shares Held

1.35B

Call Options Held

21.4M

Put Options Held

25.4M

View Full List

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

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Archetype Wealth Partners Chevron Corp Transaction History