A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 33,612 shares of CVX stock, worth $5.42 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
33,612
Previous 27,577 21.88%
Holding current value
$5.42 Million
Previous $4.31 Million 14.75%
% of portfolio
1.82%
Previous 1.66%

Shares

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

Oct 09, 2024

BUY
$137.88 - $161.97 $832,105 - $977,488
6,035 Added 21.88%
33,612 $4.95 Million
Q2 2024

Aug 09, 2024

BUY
$152.57 - $166.33 $476,781 - $519,781
3,125 Added 12.78%
27,577 $4.31 Million
Q1 2023

May 10, 2023

BUY
$152.34 - $187.79 $26,964 - $33,238
177 Added 0.73%
24,452 $3.99 Million
Q4 2022

Jan 18, 2023

BUY
$151.73 - $188.05 $17,600 - $21,813
116 Added 0.48%
24,275 $0
Q3 2022

Oct 12, 2022

BUY
$135.94 - $164.63 $1.95 Million - $2.36 Million
14,346 Added 146.19%
24,159 $3.47 Million
Q2 2022

Jul 18, 2022

SELL
$142.43 - $181.13 $106,537 - $135,485
-748 Reduced 7.08%
9,813 $1.42 Million
Q1 2022

Apr 13, 2022

SELL
$119.26 - $170.9 $43,887 - $62,891
-368 Reduced 3.37%
10,561 $1.72 Million
Q4 2021

Jan 19, 2022

SELL
$104.33 - $118.79 $148,774 - $169,394
-1,426 Reduced 11.54%
10,929 $1.28 Million
Q3 2021

Nov 09, 2021

SELL
$94.29 - $106.21 $368,673 - $415,281
-3,910 Reduced 24.04%
12,355 $1.25 Million
Q2 2021

Aug 16, 2021

SELL
$100.95 - $110.81 $1.8 Million - $1.98 Million
-17,835 Reduced 52.3%
16,265 $1.7 Million
Q4 2020

Feb 12, 2021

BUY
$66.88 - $95.62 $2.28 Million - $3.26 Million
34,100 New
34,100 $2.88 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 $316B
  • 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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.