A detailed history of Consilium Wealth Advisory, LLC transactions in Chevron Corp stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 5,349 shares of CVX stock, worth $863,435. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,349
Previous 5,113 4.62%
Holding current value
$863,435
Previous $799,000 1.5%
% of portfolio
0.44%
Previous 0.44%

Shares

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

Oct 30, 2024

BUY
$137.88 - $161.97 $32,539 - $38,224
236 Added 4.62%
5,349 $787,000
Q2 2024

Aug 01, 2024

BUY
$152.57 - $166.33 $206,122 - $224,711
1,351 Added 35.91%
5,113 $799,000
Q1 2024

Apr 30, 2024

BUY
$141.82 - $157.74 $31,342 - $34,860
221 Added 6.24%
3,762 $593,000
Q4 2023

Jan 10, 2024

BUY
$141.77 - $169.1 $275,459 - $328,561
1,943 Added 121.59%
3,541 $528,000
Q3 2023

Oct 10, 2023

SELL
$152.88 - $171.04 $726,791 - $813,124
-4,754 Reduced 74.84%
1,598 $269,000
Q2 2023

Jul 13, 2023

SELL
$150.62 - $172.44 $93,535 - $107,085
-621 Reduced 8.91%
6,352 $999,000
Q1 2023

Apr 13, 2023

SELL
$152.34 - $187.79 $136,648 - $168,447
-897 Reduced 11.4%
6,973 $1.14 Million
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $315,750 - $391,332
2,081 Added 35.95%
7,870 $1.41 Million
Q3 2022

Oct 12, 2022

SELL
$135.94 - $164.63 $41,325 - $50,047
-304 Reduced 4.99%
5,789 $832,000
Q2 2022

Jul 12, 2022

BUY
$142.43 - $181.13 $9,257 - $11,773
65 Added 1.08%
6,093 $882,000
Q1 2022

Apr 18, 2022

SELL
$119.26 - $170.9 $220,869 - $316,506
-1,852 Reduced 23.5%
6,028 $982,000
Q4 2021

Jan 26, 2022

BUY
$104.33 - $118.79 $822,120 - $936,065
7,880 New
7,880 $925,000

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 $316B
  • 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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