A detailed history of Defined Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Defined Wealth Management, LLC holds 4,337 shares of CVX stock, worth $663,474. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,337
Previous 4,281 1.31%
Holding current value
$663,474
Previous $638,000 7.21%
% of portfolio
0.51%
Previous 0.49%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$141.82 - $157.74 $7,941 - $8,833
56 Added 1.31%
4,337 $684,000
Q4 2023

Jan 09, 2024

SELL
$141.77 - $169.1 $1,701 - $2,029
-12 Reduced 0.28%
4,281 $638,000
Q3 2023

Oct 24, 2023

BUY
$152.88 - $171.04 $7,032 - $7,867
46 Added 1.08%
4,293 $723,000
Q2 2023

Jul 28, 2023

BUY
$150.62 - $172.44 $1,506 - $1,724
10 Added 0.24%
4,247 $668,000
Q1 2023

Apr 21, 2023

BUY
$152.34 - $187.79 $304 - $375
2 Added 0.05%
4,237 $691,000
Q4 2022

Jan 23, 2023

BUY
$151.73 - $188.05 $303 - $376
2 Added 0.05%
4,235 $0
Q3 2022

Oct 13, 2022

BUY
$135.94 - $164.63 $271 - $329
2 Added 0.05%
4,233 $608,000
Q2 2022

Jul 25, 2022

BUY
$142.43 - $181.13 $284 - $362
2 Added 0.05%
4,231 $612,000
Q1 2022

Apr 18, 2022

BUY
$119.26 - $170.9 $357 - $512
3 Added 0.07%
4,229 $689,000
Q4 2021

Jan 19, 2022

BUY
$104.33 - $118.79 $208 - $237
2 Added 0.05%
4,226 $496,000
Q3 2021

Oct 21, 2021

BUY
$94.29 - $106.21 $377 - $424
4 Added 0.09%
4,224 $428,000
Q2 2021

Jul 20, 2021

BUY
$100.95 - $110.81 $302 - $332
3 Added 0.07%
4,220 $442,000
Q1 2021

May 18, 2021

BUY
$84.71 - $111.56 $254 - $334
3 Added 0.07%
4,217 $442,000
Q4 2020

Mar 09, 2021

BUY
$66.88 - $95.62 $281,832 - $402,942
4,214 New
4,214 $356,000

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 $299B
  • 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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