A detailed history of Collaborative Wealth Managment Inc. transactions in Chevron Corp stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,427 shares of CVX stock, worth $201,107. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,427
Previous 1,427 -0.0%
Holding current value
$201,107
Previous $225,000 0.89%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

BUY
$141.77 - $169.1 $425 - $507
3 Added 0.21%
1,427 $212,000
Q3 2023

Nov 09, 2023

SELL
$152.88 - $171.04 $17,734 - $19,840
-116 Reduced 7.53%
1,424 $240,000
Q2 2023

Aug 07, 2023

SELL
$150.62 - $172.44 $3,163 - $3,621
-21 Reduced 1.35%
1,540 $242,000
Q1 2023

May 08, 2023

SELL
$152.34 - $187.79 $18,433 - $22,722
-121 Reduced 7.19%
1,561 $254,000
Q4 2022

Feb 10, 2023

BUY
$151.73 - $188.05 $455 - $564
3 Added 0.18%
1,682 $301,000
Q3 2022

Nov 14, 2022

SELL
$135.94 - $164.63 $14,137 - $17,121
-104 Reduced 5.83%
1,679 $241,000
Q2 2022

Aug 15, 2022

BUY
$142.43 - $181.13 $253,952 - $322,954
1,783 New
1,783 $258,000
Q4 2021

Feb 11, 2022

SELL
$104.33 - $118.79 $175,170 - $199,448
-1,679 Closed
0 $0
Q1 2021

May 12, 2022

BUY
$84.71 - $111.56 $142,228 - $187,309
1,679 New
1,679 $273,000

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 $276B
  • 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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