A detailed history of Balboa Wealth Partners transactions in Chevron Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 6,333 shares of CVX stock, worth $904,669. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,333
Previous 7,232 12.43%
Holding current value
$904,669
Previous $1.13 Million 17.6%
% of portfolio
0.24%
Previous 0.31%

Shares

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

Nov 06, 2024

SELL
$137.88 - $161.97 $123,954 - $145,611
-899 Reduced 12.43%
6,333 $932,000
Q2 2024

Aug 13, 2024

SELL
$152.57 - $166.33 $34,175 - $37,257
-224 Reduced 3.0%
7,232 $1.13 Million
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $77,433 - $86,126
546 Added 7.9%
7,456 $1.18 Million
Q4 2023

Feb 09, 2024

BUY
$141.77 - $169.1 $425 - $507
3 Added 0.04%
6,910 $1.03 Million
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $14,829 - $16,590
-97 Reduced 1.38%
6,907 $1.16 Million
Q2 2023

Aug 08, 2023

BUY
$150.62 - $172.44 $1,506 - $1,724
10 Added 0.14%
7,004 $1.1 Million
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $52,557 - $64,787
345 Added 5.19%
6,994 $1.14 Million
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $474,156 - $587,656
-3,125 Reduced 31.97%
6,649 $1.19 Million
Q3 2022

Jan 04, 2023

BUY
$135.94 - $164.63 $1.33 Million - $1.61 Million
9,774 New
9,774 $1.4 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 $280B
  • 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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