A detailed history of Cypress Wealth Services, LLC transactions in Chevron Corp stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 10,701 shares of CVX stock, worth $1.73 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,701
Previous 9,460 13.12%
Holding current value
$1.73 Million
Previous $1.48 Million 6.49%
% of portfolio
0.34%
Previous 0.34%

Shares

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

Oct 08, 2024

BUY
$137.88 - $161.97 $171,109 - $201,004
1,241 Added 13.12%
10,701 $1.58 Million
Q2 2024

Jul 12, 2024

SELL
$152.57 - $166.33 $41,346 - $45,075
-271 Reduced 2.78%
9,460 $1.48 Million
Q1 2024

Apr 15, 2024

BUY
$141.82 - $157.74 $108,775 - $120,986
767 Added 8.56%
9,731 $1.53 Million
Q4 2023

Jan 10, 2024

SELL
$141.77 - $169.1 $1,559 - $1,860
-11 Reduced 0.12%
8,964 $1.34 Million
Q3 2023

Oct 13, 2023

BUY
$152.88 - $171.04 $5,197 - $5,815
34 Added 0.38%
8,975 $1.51 Million
Q2 2023

Jul 21, 2023

BUY
$150.62 - $172.44 $35,847 - $41,040
238 Added 2.73%
8,941 $1.41 Million
Q1 2023

Apr 07, 2023

SELL
$152.34 - $187.79 $16,605 - $20,469
-109 Reduced 1.24%
8,703 $1.42 Million
Q4 2022

Jan 18, 2023

BUY
$151.73 - $188.05 $3,338 - $4,137
22 Added 0.25%
8,812 $0
Q3 2022

Oct 14, 2022

BUY
$135.94 - $164.63 $88,496 - $107,174
651 Added 8.0%
8,790 $1.41 Million
Q2 2022

Jul 27, 2022

BUY
$142.43 - $181.13 $54,550 - $69,372
383 Added 4.94%
8,139 $1.18 Million
Q1 2022

Apr 22, 2022

SELL
$119.26 - $170.9 $49,969 - $71,607
-419 Reduced 5.13%
7,756 $1.26 Million
Q4 2021

Jan 19, 2022

SELL
$104.33 - $118.79 $19,822 - $22,570
-190 Reduced 2.27%
8,175 $959,000
Q3 2021

Oct 13, 2021

SELL
$94.29 - $106.21 $136,626 - $153,898
-1,449 Reduced 14.76%
8,365 $849,000
Q2 2021

Jul 14, 2021

BUY
$100.95 - $110.81 $302,749 - $332,319
2,999 Added 44.01%
9,814 $1.03 Million
Q1 2021

Apr 28, 2021

SELL
$84.71 - $111.56 $2,371 - $3,123
-28 Reduced 0.41%
6,815 $714,000
Q4 2020

Jan 22, 2021

SELL
$66.88 - $95.62 $109,014 - $155,860
-1,630 Reduced 19.24%
6,843 $578,000
Q2 2020

Jul 15, 2020

SELL
$68.56 - $103.24 $5,621 - $8,465
-82 Reduced 0.96%
8,473 $756,000
Q1 2020

Apr 10, 2020

SELL
$54.22 - $121.43 $1.12 Million - $2.52 Million
-20,747 Reduced 70.8%
8,555 $620,000
Q4 2019

Jan 14, 2020

SELL
$111.71 - $122.28 $47,253 - $51,724
-423 Reduced 1.42%
29,302 $3.53 Million
Q3 2019

Oct 16, 2019

SELL
$115.18 - $126.54 $41,349 - $45,427
-359 Reduced 1.19%
29,725 $3.53 Million
Q2 2019

Jul 24, 2019

BUY
$113.85 - $126.68 $15,711 - $17,481
138 Added 0.46%
30,084 $3.74 Million
Q1 2019

Apr 19, 2019

SELL
$108.57 - $125.88 $59,496 - $68,982
-548 Reduced 1.8%
29,946 $3.69 Million
Q4 2018

Jan 22, 2019

SELL
$100.99 - $126.82 $329,025 - $413,179
-3,258 Reduced 9.65%
30,494 $3.32 Million
Q3 2018

Oct 19, 2018

BUY
$114.48 - $127.83 $140,810 - $157,230
1,230 Added 3.78%
33,752 $4.13 Million
Q2 2018

Aug 06, 2018

BUY
$112.24 - $130.39 $63,640 - $73,931
567 Added 1.77%
32,522 $4.11 Million
Q1 2018

May 01, 2018

SELL
$109.06 - $133.6 $70,670 - $86,572
-648 Reduced 1.99%
31,955 $3.64 Million
Q4 2017

Feb 05, 2018

BUY
$113.54 - $125.98 $3.7 Million - $4.11 Million
32,603
32,603 $4.08 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 $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
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.