A detailed history of Avidian Wealth Solutions, LLC transactions in Chevron Corp stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 40,695 shares of CVX stock, worth $5.9 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
40,695
Previous 36,519 11.44%
Holding current value
$5.9 Million
Previous $5.76 Million 10.5%
% of portfolio
0.27%
Previous 0.29%

Shares

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

Aug 06, 2024

BUY
$152.57 - $166.33 $637,132 - $694,594
4,176 Added 11.44%
40,695 $6.37 Million
Q1 2024

May 03, 2024

BUY
$141.82 - $157.74 $349,160 - $388,355
2,462 Added 7.23%
36,519 $5.76 Million
Q4 2023

Feb 06, 2024

SELL
$141.77 - $169.1 $209,110 - $249,422
-1,475 Reduced 4.15%
34,057 $5.08 Million
Q3 2023

Oct 13, 2023

BUY
$152.88 - $171.04 $128,724 - $144,015
842 Added 2.43%
35,532 $5.99 Million
Q2 2023

Aug 03, 2023

SELL
$150.62 - $172.44 $2.83 Million - $3.24 Million
-18,785 Reduced 35.13%
34,690 $5.46 Million
Q1 2023

May 08, 2023

BUY
$152.34 - $187.79 $262,634 - $323,749
1,724 Added 3.33%
53,475 $8.72 Million
Q4 2022

Feb 06, 2023

BUY
$151.73 - $188.05 $851,660 - $1.06 Million
5,613 Added 12.17%
51,751 $9.29 Million
Q3 2022

Nov 03, 2022

BUY
$135.94 - $164.63 $155,243 - $188,007
1,142 Added 2.54%
46,138 $6.63 Million
Q2 2022

Jul 29, 2022

BUY
$142.43 - $181.13 $30,195 - $38,399
212 Added 0.47%
44,996 $6.52 Million
Q1 2022

May 10, 2022

SELL
$119.26 - $170.9 $811,564 - $1.16 Million
-6,805 Reduced 13.19%
44,784 $7.29 Million
Q4 2021

Feb 14, 2022

BUY
$104.33 - $118.79 $534,482 - $608,561
5,123 Added 11.03%
51,589 $6.05 Million
Q3 2021

Nov 10, 2021

BUY
$94.29 - $106.21 $469,375 - $528,713
4,978 Added 12.0%
46,466 $4.71 Million
Q2 2021

Aug 09, 2021

SELL
$100.95 - $110.81 $66,929 - $73,467
-663 Reduced 1.57%
41,488 $4.35 Million
Q1 2021

May 05, 2021

SELL
$84.71 - $111.56 $81,491 - $107,320
-962 Reduced 2.23%
42,151 $4.42 Million
Q4 2020

Feb 09, 2021

BUY
$66.88 - $95.62 $352,457 - $503,917
5,270 Added 13.93%
43,113 $3.64 Million
Q3 2020

Feb 03, 2021

BUY
$71.8 - $91.39 $2.72 Million - $3.46 Million
37,843 New
37,843 $2.73 Million
Q3 2020

Nov 06, 2020

SELL
$71.8 - $91.39 $2.22 Million - $2.83 Million
-30,950 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
$68.56 - $103.24 $200,263 - $301,564
2,921 Added 10.42%
30,950 $2.76 Million
Q1 2020

Apr 22, 2020

BUY
$54.22 - $121.43 $354,110 - $793,059
6,531 Added 30.38%
28,029 $2.03 Million
Q4 2019

Feb 13, 2020

SELL
$111.71 - $122.28 $104,448 - $114,331
-935 Reduced 4.17%
21,498 $2.59 Million
Q3 2019

Nov 14, 2019

BUY
$115.18 - $126.54 $299,007 - $328,497
2,596 Added 13.09%
22,433 $2.66 Million
Q2 2019

Aug 14, 2019

SELL
$113.85 - $126.68 $377,868 - $420,450
-3,319 Reduced 14.33%
19,837 $2.47 Million
Q1 2019

May 15, 2019

SELL
$108.57 - $125.88 $22,256 - $25,805
-205 Reduced 0.88%
23,156 $2.85 Million
Q4 2018

Feb 14, 2019

BUY
$100.99 - $126.82 $1.57 Million - $1.97 Million
15,528 Added 198.24%
23,361 $2.54 Million
Q3 2018

Nov 14, 2018

SELL
$114.48 - $127.83 $276,927 - $309,220
-2,419 Reduced 23.6%
7,833 $958,000
Q2 2018

Aug 14, 2018

BUY
$112.24 - $130.39 $753,018 - $874,786
6,709 Added 189.36%
10,252 $1.3 Million
Q1 2018

May 15, 2018

SELL
$109.06 - $133.6 $18,540 - $22,712
-170 Reduced 4.58%
3,543 $404,000
Q4 2017

Feb 14, 2018

BUY
$113.54 - $125.98 $15,214 - $16,881
134 Added 3.74%
3,713 $465,000
Q3 2017

Nov 14, 2017

BUY
$105.78 - $117.99 $48,976 - $54,629
463 Added 14.86%
3,579 $421,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,116
3,116 $325,000

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 $284B
  • 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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