A detailed history of Archetype Wealth Partners transactions in Chevron Corp stock. As of the latest transaction made, Archetype Wealth Partners holds 1,932 shares of CVX stock, worth $291,191. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,932
Previous 3,344 42.22%
Holding current value
$291,191
Previous $527,000 42.69%
% of portfolio
0.05%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $295B
  • 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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