A detailed history of Cassady Schiller Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 5,282 shares of CVX stock, worth $742,702. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,282
Previous 5,315 0.62%
Holding current value
$742,702
Previous $838,000 1.43%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Aug 12, 2024

SELL
$152.57 - $166.33 $5,034 - $5,488
-33 Reduced 0.62%
5,282 $826,000
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $93,033 - $103,477
656 Added 14.08%
5,315 $838,000
Q3 2023

Nov 09, 2023

BUY
$152.88 - $171.04 $20,027 - $22,406
131 Added 2.89%
4,659 $785,000
Q1 2023

May 12, 2023

SELL
$152.34 - $187.79 $8,074 - $9,952
-53 Reduced 1.16%
4,528 $738,000
Q3 2022

Nov 09, 2022

SELL
$135.94 - $164.63 $679 - $823
-5 Reduced 0.11%
4,581 $658,000
Q2 2022

Aug 11, 2022

BUY
$142.43 - $181.13 $10,682 - $13,584
75 Added 1.66%
4,586 $664,000
Q1 2022

May 12, 2022

BUY
$119.26 - $170.9 $477,040 - $683,600
4,000 Added 782.78%
4,511 $735,000
Q4 2021

Feb 09, 2022

BUY
$104.33 - $118.79 $53,312 - $60,701
511 New
511 $60,000

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 $275B
  • 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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