A detailed history of Bordeaux Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,196 shares of CVX stock, worth $499,598. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,196
Previous 3,852 17.03%
Holding current value
$499,598
Previous $557,000 17.06%
% of portfolio
0.07%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

SELL
$141.15 - $162.53 $92,594 - $106,619
-656 Reduced 17.03%
3,196 $462,000
Q3 2024

Nov 04, 2024

BUY
$137.88 - $161.97 $83,141 - $97,667
603 Added 18.56%
3,852 $567,000
Q2 2024

Aug 02, 2024

BUY
$152.57 - $166.33 $35,701 - $38,921
234 Added 7.76%
3,249 $508,000
Q1 2024

Apr 29, 2024

SELL
$141.82 - $157.74 $120,688 - $134,236
-851 Reduced 22.01%
3,015 $475,000
Q4 2023

Feb 06, 2024

BUY
$141.77 - $169.1 $12,617 - $15,049
89 Added 2.36%
3,866 $576,000
Q3 2023

Oct 27, 2023

BUY
$152.88 - $171.04 $22,167 - $24,800
145 Added 3.99%
3,777 $636,000
Q2 2023

Aug 09, 2023

BUY
$150.62 - $172.44 $323,079 - $369,883
2,145 Added 144.25%
3,632 $571,000
Q1 2023

May 04, 2023

SELL
$152.34 - $187.79 $28,487 - $35,116
-187 Reduced 11.17%
1,487 $242,000
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $33,532 - $41,559
221 Added 15.21%
1,674 $300,000
Q2 2022

Jul 28, 2022

SELL
$142.43 - $181.13 $23,500 - $29,886
-165 Reduced 10.2%
1,453 $210,000
Q1 2022

May 03, 2022

BUY
$119.26 - $170.9 $192,962 - $276,516
1,618 New
1,618 $263,000

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 $306B
  • 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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