Cfm Wealth Partners LLC Chevron Corp Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Chevron Corp stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 20,383 shares of CVX stock, worth $2.82 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

20,383

Previous 18,949 7.57%

Holding current value

$2.82 Million

Previous $2.99 Million 6.66%

% of portfolio

0.59%

Previous 0.6%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$152.57 - $166.33 $218,785 - $238,517	1,434 Added 7.57%	20,383 $3.19 Million
Q1 2024 Apr 15, 2024	BUY	$141.82 - $157.74 $120,405 - $133,921	849 Added 4.69%	18,949 $2.99 Million
Q4 2023 Jan 11, 2024	BUY	$141.77 - $169.1 $100,656 - $120,061	710 Added 4.08%	18,100 $2.7 Million
Q3 2023 Oct 11, 2023	BUY	$152.88 - $171.04 $134,381 - $150,344	879 Added 5.32%	17,390 $2.93 Million
Q2 2023 Jul 14, 2023	SELL	$150.62 - $172.44 $55,126 - $63,113	-366 Reduced 2.17%	16,511 $2.6 Million
Q1 2023 Apr 12, 2023	BUY	$152.34 - $187.79 $2.57 Million - $3.17 Million	16,877 New	16,877 $2.75 Million
Q4 2022 Jan 19, 2023	SELL	$151.73 - $188.05 $21,697 - $26,891	-143 Reduced 0.85%	16,703 $3 Billion
Q3 2022 Oct 17, 2022	BUY	$135.94 - $164.63 $127,375 - $154,258	937 Added 5.89%	16,846 $2.42 Million
Q2 2022 Jul 12, 2022	BUY	$142.43 - $181.13 $57,969 - $73,719	407 Added 2.63%	15,909 $2.3 Million
Q1 2022 Apr 14, 2022	BUY	$119.26 - $170.9 $74,179 - $106,299	622 Added 4.18%	15,502 $2.52 Million
Q4 2021 Jan 21, 2022	BUY	$104.33 - $118.79 $169,327 - $192,796	1,623 Added 12.24%	14,880 $1.78 Million
Q2 2021 Jul 21, 2021	SELL	$100.95 - $110.81 $17,262 - $18,948	-171 Reduced 1.27%	13,257 $1.39 Million
Q1 2021 May 17, 2021	SELL	$84.71 - $111.56 $28,293 - $37,261	-334 Reduced 2.43%	13,428 $1.41 Million
Q4 2020 Feb 10, 2021	SELL	$66.88 - $95.62 $7,557 - $10,805	-113 Reduced 0.81%	13,762 $1.16 Million
Q3 2020 Nov 10, 2020	SELL	$71.8 - $91.39 $15,796 - $20,105	-220 Reduced 1.56%	13,875 $999,000
Q2 2020 Aug 14, 2020	SELL	$68.56 - $103.24 $144,044 - $216,907	-2,101 Reduced 12.97%	14,095 $1.26 Million
Q1 2020 May 12, 2020	SELL	$54.22 - $121.43 $9,488 - $21,250	-175 Reduced 1.07%	16,196 $1.17 Million
Q4 2019 Jan 30, 2020	BUY	$111.71 - $122.28 $1.83 Million - $2 Million	16,371 New	16,371 $1.91 Million

Others Institutions Holding CVX

# of Institutions

3,833

Shares Held

1.37B

Call Options Held

18.3M

Put Options Held

17.1M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $271B
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...

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Cfm Wealth Partners LLC Chevron Corp Transaction History