A detailed history of Beaird Harris Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,454 shares of CVX stock, worth $855,023. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,454
Previous 4,300 26.84%
Holding current value
$855,023
Previous $678,000 25.81%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 15, 2024

BUY
$152.57 - $166.33 $176,065 - $191,944
1,154 Added 26.84%
5,454 $853,000
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $125,510 - $139,599
885 Added 25.92%
4,300 $678,000
Q4 2023

Feb 27, 2024

BUY
$141.77 - $169.1 $9,782 - $11,667
69 Added 2.06%
3,415 $509,000
Q3 2023

Nov 15, 2023

BUY
$152.88 - $171.04 $9,478 - $10,604
62 Added 1.89%
3,346 $564,000
Q2 2023

Jul 26, 2023

SELL
$150.62 - $172.44 $17,773 - $20,347
-118 Reduced 3.47%
3,284 $516,000
Q1 2023

Apr 24, 2023

SELL
$152.34 - $187.79 $24,374 - $30,046
-160 Reduced 4.49%
3,402 $555,000
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $53,712 - $66,569
-354 Reduced 9.04%
3,562 $639,000
Q3 2022

Nov 02, 2022

BUY
$135.94 - $164.63 $18,623 - $22,554
137 Added 3.63%
3,916 $563,000
Q2 2022

Aug 12, 2022

SELL
$142.43 - $181.13 $411,907 - $523,827
-2,892 Reduced 43.35%
3,779 $547,000
Q1 2022

May 27, 2022

SELL
$119.26 - $170.9 $238,042 - $341,116
-1,996 Reduced 23.03%
6,671 $1.09 Million
Q4 2021

May 17, 2022

BUY
$104.33 - $118.79 $904,228 - $1.03 Million
8,667 New
8,667 $1.02 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 $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...
More about CVX
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