A detailed history of Cm Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 5,227 shares of CVX stock, worth $805,428. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,227
Previous 3,885 34.54%
Holding current value
$805,428
Previous $579,000 42.31%
% of portfolio
0.23%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $190,322 - $211,687
1,342 Added 34.54%
5,227 $824,000
Q3 2023

Nov 16, 2023

BUY
$152.88 - $171.04 $109,309 - $122,293
715 Added 22.56%
3,885 $655,000
Q2 2023

Aug 15, 2023

SELL
$150.62 - $172.44 $1.18 Million - $1.36 Million
-7,866 Reduced 71.28%
3,170 $498,000
Q1 2023

May 01, 2023

BUY
$152.34 - $187.79 $1.68 Million - $2.07 Million
11,036 New
11,036 $1.83 Million
Q4 2022

May 04, 2023

SELL
$151.73 - $188.05 $1.09 Million - $1.34 Million
-7,151 Reduced 64.8%
3,885 $697 Million
Q3 2022

May 11, 2023

SELL
$135.94 - $164.63 $946,278 - $1.15 Million
-6,961 Reduced 63.08%
4,075 $585 Million
Q2 2022

May 09, 2023

SELL
$142.43 - $181.13 $991,455 - $1.26 Million
-6,961 Reduced 63.08%
4,075 $590 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 $302B
  • 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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