A detailed history of Congress Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 132,559 shares of CVX stock, worth $21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
132,559
Previous 106,100 24.94%
Holding current value
$21 Million
Previous $16.6 Million 17.6%
% of portfolio
0.27%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$137.88 - $161.97 $3.65 Million - $4.29 Million
26,459 Added 24.94%
132,559 $19.5 Million
Q2 2024

Aug 13, 2024

SELL
$152.57 - $166.33 $6.8 Million - $7.42 Million
-44,586 Reduced 29.59%
106,100 $16.6 Million
Q1 2024

Apr 18, 2024

BUY
$141.82 - $157.74 $1.82 Million - $2.02 Million
12,831 Added 9.31%
150,686 $23.8 Million
Q4 2023

Feb 09, 2024

SELL
$141.77 - $169.1 $357,969 - $426,977
-2,525 Reduced 1.8%
137,855 $20.6 Million
Q3 2023

Oct 30, 2023

BUY
$152.88 - $171.04 $1.14 Million - $1.27 Million
7,425 Added 5.58%
140,380 $23.7 Million
Q2 2023

Jul 13, 2023

BUY
$150.62 - $172.44 $712,432 - $815,641
4,730 Added 3.69%
132,955 $20.9 Million
Q1 2023

Apr 14, 2023

BUY
$152.34 - $187.79 $205,201 - $252,953
1,347 Added 1.06%
128,225 $20.9 Million
Q4 2022

Feb 02, 2023

BUY
$151.73 - $188.05 $278,272 - $344,883
1,834 Added 1.47%
126,878 $22.8 Million
Q3 2022

Nov 08, 2022

BUY
$135.94 - $164.63 $860,636 - $1.04 Million
6,331 Added 5.33%
125,044 $18 Million
Q2 2022

Aug 11, 2022

BUY
$142.43 - $181.13 $4.17 Million - $5.3 Million
29,282 Added 32.74%
118,713 $17.2 Million
Q1 2022

May 16, 2022

SELL
$119.26 - $170.9 $393,319 - $563,628
-3,298 Reduced 3.56%
89,431 $14.6 Million
Q4 2021

Feb 04, 2022

BUY
$104.33 - $118.79 $9.67 Million - $11 Million
92,729 New
92,729 $10.9 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 $311B
  • 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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