A detailed history of Concurrent Investment Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 63,214 shares of CVX stock, worth $9.91 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
63,214
Previous 67,874 6.87%
Holding current value
$9.91 Million
Previous $10.1 Billion 1.51%
% of portfolio
0.4%
Previous 0.48%

Shares

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

May 07, 2024

SELL
$141.82 - $157.74 $660,881 - $735,068
-4,660 Reduced 6.87%
63,214 $9.97 Billion
Q4 2023

Apr 15, 2024

BUY
$141.77 - $169.1 $9.62 Million - $11.5 Million
67,874 New
67,874 $10.1 Billion

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 $307B
  • 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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