A detailed history of Avantax Advisory Services, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 249,113 shares of CVX stock, worth $36.2 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
249,113
Previous 142,692 74.58%
Holding current value
$36.2 Million
Previous $22.5 Million 73.12%
% of portfolio
0.28%
Previous 0.2%

Shares

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

Aug 09, 2024

BUY
$152.57 - $166.33 $16.2 Million - $17.7 Million
106,421 Added 74.58%
249,113 $39 Million
Q1 2024

May 08, 2024

SELL
$141.82 - $157.74 $2.17 Million - $2.42 Million
-15,330 Reduced 9.7%
142,692 $22.5 Million
Q4 2023

Feb 07, 2024

SELL
$141.77 - $169.1 $1.69 Million - $2.01 Million
-11,891 Reduced 7.0%
158,022 $23.6 Million
Q3 2023

Nov 07, 2023

BUY
$152.88 - $171.04 $2.51 Million - $2.81 Million
16,427 Added 10.7%
169,913 $28.7 Million
Q2 2023

Aug 11, 2023

SELL
$150.62 - $172.44 $350,643 - $401,440
-2,328 Reduced 1.49%
153,486 $24.2 Million
Q1 2023

Apr 28, 2023

BUY
$152.34 - $187.79 $1.63 Million - $2.01 Million
10,693 Added 7.37%
155,814 $25.4 Million
Q4 2022

Feb 13, 2023

SELL
$151.73 - $188.05 $3.24 Million - $4.02 Million
-21,361 Reduced 12.83%
145,121 $26 Million
Q3 2022

Nov 01, 2022

BUY
$135.94 - $164.63 $2.84 Million - $3.44 Million
20,899 Added 14.36%
166,482 $23.9 Million
Q2 2022

Aug 02, 2022

BUY
$142.43 - $181.13 $831,933 - $1.06 Million
5,841 Added 4.18%
145,583 $21.1 Million
Q1 2022

Apr 27, 2022

SELL
$119.26 - $170.9 $1.83 Million - $2.62 Million
-15,355 Reduced 9.9%
139,742 $22.7 Million
Q4 2021

Jan 24, 2022

BUY
$104.33 - $118.79 $2.03 Million - $2.31 Million
19,478 Added 14.36%
155,097 $18.2 Million
Q3 2021

Oct 21, 2021

BUY
$94.29 - $106.21 $695,200 - $783,086
7,373 Added 5.75%
135,619 $13.7 Million
Q2 2021

Jul 29, 2021

BUY
$100.95 - $110.81 $1.75 Million - $1.92 Million
17,300 Added 15.59%
128,246 $13.4 Million
Q1 2021

May 13, 2021

BUY
$84.71 - $111.56 $249,640 - $328,767
2,947 Added 2.73%
110,946 $11.6 Million
Q4 2020

Jan 22, 2021

SELL
$66.88 - $95.62 $10.3 Million - $14.8 Million
-154,342 Reduced 58.83%
107,999 $9.12 Million
Q3 2020

Oct 14, 2020

BUY
$71.8 - $91.39 $12.2 Million - $15.5 Million
169,595 Added 182.86%
262,341 $18.9 Million
Q2 2020

Aug 06, 2020

BUY
$68.56 - $103.24 $757,313 - $1.14 Million
11,046 Added 13.52%
92,746 $8.27 Million
Q1 2020

Apr 30, 2020

SELL
$54.22 - $121.43 $234,067 - $524,213
-4,317 Reduced 5.02%
81,700 $5.91 Million
Q4 2019

Feb 14, 2020

BUY
$111.71 - $122.28 $693,160 - $758,747
6,205 Added 7.77%
86,017 $10.4 Million
Q3 2019

Nov 08, 2019

BUY
$115.18 - $126.54 $468,321 - $514,511
4,066 Added 5.37%
79,812 $9.47 Million
Q2 2019

Aug 06, 2019

SELL
$113.85 - $126.68 $52,143 - $58,019
-458 Reduced 0.6%
75,746 $9.43 Million
Q1 2019

May 13, 2019

BUY
$108.57 - $125.88 $813,515 - $943,218
7,493 Added 10.91%
76,204 $9.39 Million
Q4 2018

Feb 13, 2019

BUY
$100.99 - $126.82 $6.94 Million - $8.71 Million
68,711 New
68,711 $7.47 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 $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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