A detailed history of Confluence Wealth Services, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 38,028 shares of CVX stock, worth $5.43 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
38,028
Previous 40,891 7.0%
Holding current value
$5.43 Million
Previous $6.4 Million 12.46%
% of portfolio
0.43%
Previous 0.53%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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