Cliftonlarsonallen Wealth Advisors, LLC Chevron Corp Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 12,777 shares of CVX stock, worth $1.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,777

Previous 12,882 0.82%

Holding current value

$1.83 Million

Previous $2.02 Million 6.65%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$137.88 - $161.97 $14,477 - $17,006	-105 Reduced 0.82%	12,777 $1.88 Million
Q2 2024 Jul 11, 2024	BUY	$152.57 - $166.33 $60,722 - $66,199	398 Added 3.19%	12,882 $2.02 Million
Q1 2024 May 02, 2024	BUY	$141.82 - $157.74 $46,800 - $52,054	330 Added 2.72%	12,484 $1.97 Million
Q4 2023 Jan 16, 2024	BUY	$141.77 - $169.1 $66,206 - $78,969	467 Added 4.0%	12,154 $1.81 Million
Q3 2023 Oct 13, 2023	BUY	$152.88 - $171.04 $13,606 - $15,222	89 Added 0.77%	11,687 $1.97 Million
Q2 2023 Jul 14, 2023	SELL	$150.62 - $172.44 $199,571 - $228,483	-1,325 Reduced 10.25%	11,598 $1.82 Million
Q1 2023 Apr 12, 2023	BUY	$152.34 - $187.79 $336,366 - $414,640	2,208 Added 20.61%	12,923 $2.11 Million
Q4 2022 Jan 19, 2023	BUY	$151.73 - $188.05 $51,588 - $63,937	340 Added 3.28%	10,715 $0
Q3 2022 Oct 12, 2022	BUY	$135.94 - $164.63 $45,811 - $55,480	337 Added 3.36%	10,375 $1.49 Million
Q2 2022 Jul 08, 2022	SELL	$142.43 - $181.13 $192,422 - $244,706	-1,351 Reduced 11.86%	10,038 $1.45 Million
Q1 2022 Apr 27, 2022	BUY	$119.26 - $170.9 $100,059 - $143,385	839 Added 7.95%	11,389 $1.85 Million
Q4 2021 Jan 26, 2022	SELL	$104.33 - $118.79 $15,858 - $18,056	-152 Reduced 1.42%	10,550 $1.24 Million
Q3 2021 Nov 02, 2021	BUY	$94.29 - $106.21 $1.01 Million - $1.14 Million	10,702 New	10,702 $1.09 Million
Q3 2021 Oct 14, 2021	SELL	$94.29 - $106.21 $1.01 Million - $1.14 Million	-10,760 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$100.95 - $110.81 $1,918 - $2,105	19 Added 0.18%	10,760 $1.13 Million
Q1 2021 May 24, 2021	SELL	$84.71 - $111.56 $143,837 - $189,428	-1,698 Reduced 13.65%	10,741 $1.13 Million
Q4 2020 Jan 14, 2021	BUY	$66.88 - $95.62 $200 - $286	3 Added 0.02%	12,439 $1.05 Million
Q3 2020 Oct 13, 2020	SELL	$71.8 - $91.39 $77,544 - $98,701	-1,080 Reduced 7.99%	12,436 $895,000
Q2 2020 Jul 16, 2020	SELL	$68.56 - $103.24 $96,943 - $145,981	-1,414 Reduced 9.47%	13,516 $1.21 Million
Q4 2019 Jan 29, 2020	SELL	$111.71 - $122.28 $26,698 - $29,224	-239 Reduced 1.58%	14,930 $1.8 Million
Q3 2019 Oct 07, 2019	BUY	$115.18 - $126.54 $1.75 Million - $1.92 Million	15,169 New	15,169 $1.8 Million
Q4 2017 Jan 31, 2018	SELL	$113.54 - $125.98 $1.72 Million - $1.91 Million	-15,125 Closed	0 $0
Q3 2017 Nov 06, 2017	BUY	$105.78 - $117.99 $1.6 Million - $1.78 Million	15,125	15,125 $1.78 Million

Others Institutions Holding CVX

# of Institutions

3,856

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

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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Cliftonlarsonallen Wealth Advisors, LLC Chevron Corp Transaction History