A detailed history of Curated Wealth Partners LLC transactions in Chevron Corp stock. As of the latest transaction made, Curated Wealth Partners LLC holds 1,604 shares of CVX stock, worth $233,365. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,604
Previous 1,759 8.81%
Holding current value
$233,365
Previous $277,000 9.75%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$152.57 - $166.33 $244,722 - $266,793
1,604 New
1,604 $250,000
Q4 2023

Jan 08, 2024

SELL
$141.77 - $169.1 $39,979 - $47,686
-282 Reduced 13.52%
1,804 $269,000
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $7,644 - $8,552
-50 Reduced 2.34%
2,086 $351,000
Q2 2023

Jul 10, 2023

BUY
$150.62 - $172.44 $18,676 - $21,382
124 Added 6.16%
2,136 $336,000
Q1 2023

Apr 27, 2023

BUY
$152.34 - $187.79 $76,779 - $94,646
504 Added 33.42%
2,012 $328,000
Q4 2022

Jan 30, 2023

BUY
$151.73 - $188.05 $228,808 - $283,579
1,508 New
1,508 $270,000
Q2 2022

Jul 27, 2022

SELL
$142.43 - $181.13 $1.04 Million - $1.33 Million
-7,324 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$104.33 - $118.79 $5,320 - $6,058
51 Added 0.7%
7,324 $861,000
Q3 2021

Nov 08, 2021

BUY
$94.29 - $106.21 $18,009 - $20,286
191 Added 2.7%
7,273 $738,000
Q2 2021

Aug 11, 2021

BUY
$100.95 - $110.81 $78,034 - $85,656
773 Added 12.25%
7,082 $742,000
Q1 2021

May 14, 2021

BUY
$84.71 - $111.56 $81,321 - $107,097
960 Added 17.95%
6,309 $661,000
Q4 2020

Feb 16, 2021

BUY
$66.88 - $95.62 $357,741 - $511,471
5,349 New
5,349 $452,000

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 $285B
  • 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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