Confluence Wealth Services, Inc. Chevron Corp Transaction History

Confluence Wealth Services, Inc.

$1.68 Billion
Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 42,074 shares of CVX stock, worth $6.51 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

42,074

Previous 41,904 0.41%

Holding current value

$6.51 Million

Previous $7.01 Million 14.07%

% of portfolio

0.36%

Previous 0.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$133.73 - $168.51 $22,734 - $28,646	170 Added 0.41%	42,074 $6.02 Million
Q1 2025 Apr 24, 2025	BUY	$146.71 - $167.97 $68,806 - $78,777	469 Added 1.13%	41,904 $7.01 Million
Q4 2024 Jan 27, 2025	BUY	$141.15 - $162.53 $480,898 - $553,739	3,407 Added 8.96%	41,435 $6 Million
Q3 2024 Oct 29, 2024	SELL	$137.88 - $161.97 $394,750 - $463,720	-2,863 Reduced 7.0%	38,028 $5.6 Million
Q2 2024 Jul 31, 2024	BUY	$152.57 - $166.33 $1.19 Million - $1.3 Million	7,821 Added 23.65%	40,891 $6.4 Million
Q1 2024 Apr 22, 2024	BUY	$141.82 - $157.74 $838,298 - $932,401	5,911 Added 21.76%	33,070 $5.22 Million
Q4 2023 Jan 25, 2024	SELL	$141.77 - $169.1 $20,273 - $24,181	-143 Reduced 0.52%	27,159 $4.05 Million
Q3 2023 Nov 01, 2023	BUY	$152.88 - $171.04 $311,416 - $348,408	2,037 Added 8.06%	27,302 $4.6 Million
Q2 2023 Aug 01, 2023	SELL	$150.62 - $172.44 $26,509 - $30,349	-176 Reduced 0.69%	25,265 $3.98 Million
Q1 2023 May 11, 2023	BUY	$152.34 - $187.79 $305,441 - $376,518	2,005 Added 8.56%	25,441 $4.15 Million
Q4 2022 Feb 10, 2023	BUY	$151.73 - $188.05 $53,408 - $66,193	352 Added 1.52%	23,436 $4.21 Million
Q3 2022 Nov 08, 2022	BUY	$135.94 - $164.63 $3.14 Million - $3.8 Million	23,084 New	23,084 $3.32 Million
Q2 2022 Aug 15, 2022	SELL	$142.43 - $181.13 $3.57 Million - $4.54 Million	-25,077 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$119.26 - $170.9 $2,146 - $3,076	-18 Reduced 0.07%	25,077 $4.08 Million
Q4 2021 Feb 10, 2022	BUY	$104.33 - $118.79 $2.62 Million - $2.98 Million	25,095 New	25,095 $2.94 Million

Others Institutions Holding CVX

# of Institutions

4,251

Shares Held

1.41B

Call Options Held

26.2M

Put Options Held

20.6M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $303B
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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Confluence Wealth Services, Inc. Chevron Corp Transaction History