A detailed history of Baker Tilly Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,558 shares of CVX stock, worth $675,085. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,558
Previous 4,929 7.53%
Holding current value
$675,085
Previous $770,000 12.86%
% of portfolio
0.31%
Previous 0.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$137.88 - $161.97 $51,153 - $60,090
-371 Reduced 7.53%
4,558 $671,000
Q2 2024

Jul 18, 2024

SELL
$152.57 - $166.33 $928,083 - $1.01 Million
-6,083 Reduced 55.24%
4,929 $770,000
Q1 2024

May 09, 2024

BUY
$141.82 - $157.74 $309,167 - $343,873
2,180 Added 24.68%
11,012 $1.74 Million
Q4 2023

Jan 10, 2024

SELL
$141.77 - $169.1 $59,543 - $71,022
-420 Reduced 4.54%
8,832 $1.32 Million
Q3 2023

Oct 10, 2023

SELL
$152.88 - $171.04 $50,603 - $56,614
-331 Reduced 3.45%
9,252 $1.56 Million
Q2 2023

Jul 20, 2023

SELL
$150.62 - $172.44 $69,134 - $79,149
-459 Reduced 4.57%
9,583 $1.51 Million
Q1 2023

Apr 12, 2023

SELL
$152.34 - $187.79 $219,521 - $270,605
-1,441 Reduced 12.55%
10,042 $1.64 Million
Q4 2022

Jan 26, 2023

BUY
$151.73 - $188.05 $169,178 - $209,675
1,115 Added 10.75%
11,483 $0
Q3 2022

Oct 20, 2022

SELL
$135.94 - $164.63 $350,997 - $425,074
-2,582 Reduced 19.94%
10,368 $1.49 Million
Q2 2022

Jul 28, 2022

SELL
$142.43 - $181.13 $57,256 - $72,814
-402 Reduced 3.01%
12,950 $1.88 Million
Q1 2022

Apr 27, 2022

SELL
$119.26 - $170.9 $219,319 - $314,285
-1,839 Reduced 12.11%
13,352 $2.17 Million
Q4 2021

Feb 08, 2022

BUY
$104.33 - $118.79 $174,439 - $198,616
1,672 Added 12.37%
15,191 $1.78 Million
Q3 2021

Nov 02, 2021

SELL
$94.29 - $106.21 $274,949 - $309,708
-2,916 Reduced 17.74%
13,519 $1.37 Million
Q2 2021

Jul 30, 2021

BUY
$100.95 - $110.81 $147,992 - $162,447
1,466 Added 9.79%
16,435 $1.72 Million
Q1 2021

Apr 28, 2021

BUY
$84.71 - $111.56 $145,023 - $190,990
1,712 Added 12.91%
14,969 $1.57 Million
Q4 2020

Feb 03, 2021

BUY
$66.88 - $95.62 $886,628 - $1.27 Million
13,257 New
13,257 $1.12 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 $290B
  • 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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