A detailed history of Cassaday & CO Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 14,341 shares of CVX stock, worth $2.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,341
Previous 14,822 3.25%
Holding current value
$2.05 Million
Previous $2.32 Million 8.93%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 07, 2024

SELL
$137.88 - $161.97 $66,320 - $77,907
-481 Reduced 3.25%
14,341 $2.11 Million
Q2 2024

Jul 30, 2024

SELL
$152.57 - $166.33 $93,830 - $102,292
-615 Reduced 3.98%
14,822 $2.32 Million
Q1 2024

May 08, 2024

BUY
$141.82 - $157.74 $7,516 - $8,360
53 Added 0.34%
15,437 $2.44 Million
Q4 2023

Feb 09, 2024

BUY
$141.77 - $169.1 $40,120 - $47,855
283 Added 1.87%
15,384 $2.29 Million
Q3 2023

Nov 06, 2023

BUY
$152.88 - $171.04 $42,500 - $47,549
278 Added 1.88%
15,101 $2.55 Million
Q2 2023

Aug 07, 2023

BUY
$150.62 - $172.44 $12,953 - $14,829
86 Added 0.58%
14,823 $2.33 Million
Q1 2023

May 03, 2023

SELL
$152.34 - $187.79 $37,323 - $46,008
-245 Reduced 1.64%
14,737 $2.4 Million
Q4 2022

Feb 07, 2023

BUY
$151.73 - $188.05 $2.27 Million - $2.82 Million
14,982 New
14,982 $0

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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