Bdo Wealth Advisors, LLC Chevron Corp Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 18,684 shares of CVX stock, worth $2.93 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

18,684

Previous 18,588 0.52%

Holding current value

$2.93 Million

Previous $3.03 Million 3.07%

% of portfolio

0.34%

Previous 0.37%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$150.62 - $172.44 $14,459 - $16,554	96 Added 0.52%	18,684 $2.94 Million
Q1 2023 May 09, 2023	SELL	$152.34 - $187.79 $262,481 - $323,562	-1,723 Reduced 8.48%	18,588 $3.03 Million
Q4 2022 Jan 27, 2023	SELL	$151.73 - $188.05 $27,766 - $34,413	-183 Reduced 0.89%	20,311 $0
Q3 2022 Nov 02, 2022	SELL	$135.94 - $164.63 $296,485 - $359,058	-2,181 Reduced 9.62%	20,494 $2.94 Million
Q2 2022 Aug 25, 2022	SELL	$142.43 - $181.13 $214,357 - $272,600	-1,505 Reduced 6.22%	22,675 $3.28 Million

Q1 2022 May 06, 2022	SELL	$119.26 - $170.9 $50,089 - $71,778	-420 Reduced 1.71%	24,180 $3.94 Million
Q4 2021 Feb 11, 2022	BUY	$104.33 - $118.79 $48,409 - $55,118	464 Added 1.92%	24,600 $2.89 Million
Q3 2021 Nov 09, 2021	SELL	$94.29 - $106.21 $116,165 - $130,850	-1,232 Reduced 4.86%	24,136 $2.45 Million
Q2 2021 Sep 03, 2021	SELL	$100.95 - $110.81 $253,687 - $278,465	-2,513 Reduced 9.01%	25,368 $2.66 Million
Q1 2021 May 14, 2021	BUY	$84.71 - $111.56 $653,114 - $860,127	7,710 Added 38.22%	27,881 $2.92 Million
Q4 2020 Feb 12, 2021	SELL	$66.88 - $95.62 $54,640 - $78,121	-817 Reduced 3.89%	20,171 $1.7 Million
Q3 2020 Nov 12, 2020	SELL	$71.8 - $91.39 $81,780 - $104,093	-1,139 Reduced 5.15%	20,988 $1.51 Million
Q2 2020 Aug 14, 2020	BUY	$68.56 - $103.24 $26,395 - $39,747	385 Added 1.77%	22,127 $1.97 Million
Q1 2020 May 15, 2020	BUY	$54.22 - $121.43 $254,888 - $570,842	4,701 Added 27.59%	21,742 $1.58 Million
Q4 2019 Feb 14, 2020	SELL	$111.71 - $122.28 $108,135 - $118,367	-968 Reduced 5.38%	17,041 $2.05 Million
Q3 2019 Nov 12, 2019	BUY	$115.18 - $126.54 $15,779 - $17,335	137 Added 0.77%	18,009 $2.14 Million
Q2 2019 Aug 09, 2019	BUY	$113.85 - $126.68 $117,265 - $130,480	1,030 Added 6.12%	17,872 $2.22 Million
Q1 2019 May 15, 2019	BUY	$108.57 - $125.88 $90,873 - $105,361	837 Added 5.23%	16,842 $2.08 Million
Q4 2018 Feb 14, 2019	BUY	$100.99 - $126.82 $96,445 - $121,113	955 Added 6.35%	16,005 $1.74 Million
Q3 2018 Nov 07, 2018	SELL	$114.48 - $127.83 $5,495 - $6,135	-48 Reduced 0.32%	15,050 $1.84 Million
Q2 2018 Aug 27, 2018	BUY	$112.24 - $130.39 $161,737 - $187,891	1,441 Added 10.55%	15,098 $1.91 Million
Q1 2018 May 23, 2018	BUY	$109.06 - $133.6 $244,948 - $300,065	2,246 Added 19.68%	13,657 $1.56 Million
Q4 2017 Feb 14, 2018	BUY	$113.54 - $125.98 $30,428 - $33,762	268 Added 2.41%	11,411 $1.43 Million
Q3 2017 Nov 08, 2017	BUY	$105.78 - $117.99 $1.18 Million - $1.31 Million	11,143	11,143 $1.31 Million

Others Institutions Holding CVX

# of Institutions

3,797

Shares Held

1.32B

Call Options Held

24.4M

Put Options Held

21.7M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $307B
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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Bdo Wealth Advisors, LLC Chevron Corp Transaction History