Creative Planning Chevron Corp Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Chevron Corp stock. As of the latest transaction made, Creative Planning holds 748,273 shares of CVX stock, worth $116 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
748,273
Previous 620,572 20.58%
Holding current value
$116 Million
Previous $88.9 Million 30.77%
% of portfolio
0.09%
Previous 0.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$145.57 - $161.83 $18.6 Million - $20.7 Million
127,701 Added 20.58%
748,273 $116 Million
Q2 2025

Aug 08, 2025
SELL
$133.73 - $168.51 $4.26 Million - $5.37 Million
-31,842 Reduced 4.88%
620,572 $88.9 Million
Q1 2025

May 15, 2025
BUY
$146.71 - $167.97 $5.49 Million - $6.29 Million
37,419 Added 6.08%
652,414 $109 Million
Q4 2024

Feb 14, 2025
BUY
$141.15 - $162.53 $9.76 Million - $11.2 Million
69,153 Added 12.67%
614,995 $89.1 Million
Q3 2024

Oct 11, 2024
SELL
$137.88 - $161.97 $3.28 Million - $3.86 Million
-23,818 Reduced 4.18%
545,842 $80.4 Million
Q2 2024

Aug 15, 2024
BUY
$152.57 - $166.33 $1.57 Million - $1.71 Million
10,291 Added 1.84%
569,660 $89.1 Million
Q1 2024

May 10, 2024
BUY
$141.82 - $157.74 $4.29 Million - $4.78 Million
30,283 Added 5.72%
559,369 $88.2 Million
Q4 2023

Feb 14, 2024
SELL
$141.77 - $169.1 $789,091 - $941,210
-5,566 Reduced 1.04%
529,086 $78.9 Million
Q3 2023

Nov 16, 2023
BUY
$152.88 - $171.04 $4.89 Million - $5.47 Million
31,959 Added 6.36%
534,652 $90.2 Million
Q2 2023

Jul 21, 2023
SELL
$150.62 - $172.44 $1.79 Million - $2.04 Million
-11,858 Reduced 2.3%
502,693 $79.1 Million
Q1 2023

May 15, 2023
BUY
$152.34 - $187.79 $206,573 - $254,643
1,356 Added 0.26%
514,551 $84 Million
Q4 2022

Feb 10, 2023
BUY
$151.73 - $188.05 $3.27 Million - $4.05 Million
21,544 Added 4.38%
513,195 $92.1 Million
Q3 2022

Nov 03, 2022
SELL
$135.94 - $164.63 $2.86 Million - $3.47 Million
-21,053 Reduced 4.11%
491,651 $70.6 Million
Q2 2022

Aug 15, 2022
BUY
$142.43 - $181.13 $15.5 Million - $19.7 Million
108,778 Added 26.93%
512,704 $74.2 Million
Q1 2022

May 16, 2022
BUY
$119.26 - $170.9 $2.26 Million - $3.24 Million
18,934 Added 4.92%
403,926 $65.8 Million
Q4 2021

Feb 11, 2022
SELL
$104.33 - $118.79 $1.1 Million - $1.25 Million
-10,512 Reduced 2.66%
384,992 $45.2 Million
Q3 2021

Nov 10, 2021
SELL
$94.29 - $106.21 $964,775 - $1.09 Million
-10,232 Reduced 2.52%
395,504 $40.1 Million
Q2 2021

Aug 04, 2021
BUY
$100.95 - $110.81 $4.7 Million - $5.16 Million
46,592 Added 12.97%
405,736 $42.5 Million
Q1 2021

Apr 30, 2021
SELL
$84.71 - $111.56 $571,030 - $752,025
-6,741 Reduced 1.84%
359,144 $37.6 Million
Q4 2020

Jan 29, 2021
BUY
$66.88 - $95.62 $1.43 Million - $2.05 Million
21,412 Added 6.22%
365,885 $30.9 Million
Q3 2020

Nov 05, 2020
BUY
$71.8 - $91.39 $586,103 - $746,016
8,163 Added 2.43%
344,473 $24.8 Million
Q2 2020

Jul 23, 2020
BUY
$68.56 - $103.24 $897,381 - $1.35 Million
13,089 Added 4.05%
336,310 $30 Million
Q1 2020

May 05, 2020
SELL
$54.22 - $121.43 $33,291 - $74,558
-614 Reduced 0.19%
323,221 $23.4 Million
Q4 2019

Jan 30, 2020
SELL
$111.71 - $122.28 $515,541 - $564,322
-4,615 Reduced 1.41%
323,835 $39 Million
Q3 2019

Nov 01, 2019
BUY
$115.18 - $126.54 $2.87 Million - $3.16 Million
24,950 Added 8.22%
328,450 $39 Million
Q2 2019

Jul 26, 2019
SELL
$113.85 - $126.68 $101,098 - $112,491
-888 Reduced 0.29%
303,500 $37.8 Million
Q1 2019

Apr 24, 2019
SELL
$108.57 - $125.88 $180,334 - $209,086
-1,661 Reduced 0.54%
304,388 $37.5 Million
Q4 2018

Feb 01, 2019
BUY
$100.99 - $126.82 $1.4 Million - $1.75 Million
13,829 Added 4.73%
306,049 $33.3 Million
Q3 2018

Oct 25, 2018
BUY
$114.48 - $127.83 $2.86 Million - $3.2 Million
25,006 Added 9.36%
292,220 $35.7 Million
Q2 2018

Jul 20, 2018
SELL
$112.24 - $130.39 $527,415 - $612,702
-4,699 Reduced 1.73%
267,214 $33.8 Million
Q1 2018

Apr 18, 2018
SELL
$109.06 - $133.6 $565,039 - $692,181
-5,181 Reduced 1.87%
271,913 $31 Million
Q4 2017

Jan 17, 2018
BUY
$113.54 - $125.98 $1.42 Million - $1.58 Million
12,545 Added 4.74%
277,094 $34.7 Million
Q3 2017

Oct 17, 2017
BUY
$105.78 - $117.99 $28 Million - $31.2 Million
264,549
264,549 $31.1 Million

Others Institutions Holding CVX

# of Institutions
4,389
Shares Held
1.45B
Call Options Held
27.2M
Put Options Held
20.9M
View Full List

About CHEVRON CORP

CVX Quotes by TradingView
  • 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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