Avantax Planning Partners, Inc. Chevron Corp Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 57,435 shares of CVX stock, worth $9.27 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

57,435

Previous 70,890 18.98%

Holding current value

$9.27 Million

Previous $11.1 Million 23.74%

% of portfolio

0.3%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$137.88 - $161.97 $1.86 Million - $2.18 Million	-13,455 Reduced 18.98%	57,435 $8.46 Million
Q2 2024 Aug 09, 2024	BUY	$152.57 - $166.33 $441,232 - $481,026	2,892 Added 4.25%	70,890 $11.1 Million
Q1 2024 May 02, 2024	BUY	$141.82 - $157.74 $4.19 Million - $4.66 Million	29,520 Added 76.72%	67,998 $10.7 Million
Q4 2023 Feb 09, 2024	BUY	$141.77 - $169.1 $432,682 - $516,093	3,052 Added 8.62%	38,478 $5.74 Million
Q3 2023 Nov 03, 2023	BUY	$152.88 - $171.04 $643,166 - $719,565	4,207 Added 13.48%	35,426 $5.97 Million
Q2 2023 Jul 17, 2023	SELL	$150.62 - $172.44 $10,091 - $11,553	-67 Reduced 0.21%	31,219 $4.91 Million
Q1 2023 Apr 20, 2023	BUY	$152.34 - $187.79 $352,514 - $434,546	2,314 Added 7.99%	31,286 $5.1 Million
Q4 2022 Feb 09, 2023	SELL	$151.73 - $188.05 $682,936 - $846,413	-4,501 Reduced 13.45%	28,972 $5.2 Million
Q3 2022 Oct 14, 2022	BUY	$135.94 - $164.63 $8,700 - $10,536	64 Added 0.19%	33,473 $4.81 Million
Q2 2022 Jul 18, 2022	BUY	$142.43 - $181.13 $79,475 - $101,070	558 Added 1.7%	33,409 $4.84 Million
Q1 2022 May 09, 2022	BUY	$119.26 - $170.9 $198,806 - $284,890	1,667 Added 5.35%	32,851 $5.35 Million
Q4 2021 Jan 28, 2022	BUY	$104.33 - $118.79 $190,089 - $216,435	1,822 Added 6.21%	31,184 $3.66 Million
Q3 2021 Oct 27, 2021	BUY	$94.29 - $106.21 $250,339 - $281,987	2,655 Added 9.94%	29,362 $2.98 Million
Q2 2021 Aug 10, 2021	BUY	$100.95 - $110.81 $512,220 - $562,249	5,074 Added 23.45%	26,707 $2.8 Million
Q1 2021 May 06, 2021	SELL	$84.71 - $111.56 $186,107 - $245,097	-2,197 Reduced 9.22%	21,633 $2.27 Million
Q4 2020 Feb 04, 2021	SELL	$66.88 - $95.62 $446,758 - $638,741	-6,680 Reduced 21.89%	23,830 $2.01 Million
Q3 2020 Oct 28, 2020	BUY	$71.8 - $91.39 $40,423 - $51,452	563 Added 1.88%	30,510 $2.2 Million
Q2 2020 Jul 15, 2020	BUY	$68.56 - $103.24 $106,816 - $160,847	1,558 Added 5.49%	29,947 $2.67 Million
Q1 2020 Apr 27, 2020	BUY	$54.22 - $121.43 $19,410 - $43,471	358 Added 1.28%	28,389 $2.06 Million
Q4 2019 Jan 15, 2020	SELL	$111.71 - $122.28 $37,087 - $40,596	-332 Reduced 1.17%	28,031 $3.38 Million
Q3 2019 Nov 08, 2019	BUY	$115.18 - $126.54 $194,308 - $213,472	1,687 Added 6.32%	28,363 $3.36 Million
Q2 2019 Aug 07, 2019	BUY	$113.85 - $126.68 $137,530 - $153,029	1,208 Added 4.74%	26,676 $3.3 Million
Q1 2019 May 08, 2019	BUY	$108.57 - $125.88 $465,331 - $539,521	4,286 Added 20.23%	25,468 $3.14 Million
Q4 2018 Feb 14, 2019	SELL	$100.99 - $126.82 $24,742 - $31,070	-245 Reduced 1.14%	21,182 $2.3 Million
Q3 2018 Nov 13, 2018	SELL	$114.48 - $127.83 $46,822 - $52,282	-409 Reduced 1.87%	21,427 $2.62 Million
Q2 2018 Aug 13, 2018	SELL	$112.24 - $130.39 $90,914 - $105,615	-810 Reduced 3.58%	21,836 $2.76 Million
Q1 2018 May 15, 2018	SELL	$109.06 - $133.6 $403,085 - $493,785	-3,696 Reduced 14.03%	22,646 $2.59 Million
Q4 2017 Feb 09, 2018	SELL	$113.54 - $125.98 $1.73 Million - $1.92 Million	-15,208 Reduced 36.6%	26,342 $3.3 Million
Q3 2017 Oct 19, 2017	BUY	$105.78 - $117.99 $4.4 Million - $4.9 Million	41,550	41,550 $4.88 Million

Others Institutions Holding CVX

# of Institutions

3,852

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

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About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $316B
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...

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Avantax Planning Partners, Inc. Chevron Corp Transaction History