A detailed history of Encompass Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 5,953 shares of CVX stock, worth $837,051. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,953
Previous 6,196 3.92%
Holding current value
$837,051
Previous $977,000 4.71%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Aug 08, 2024

SELL
$152.57 - $166.33 $37,074 - $40,418
-243 Reduced 3.92%
5,953 $931,000
Q1 2024

May 10, 2024

SELL
$141.82 - $157.74 $283 - $315
-2 Reduced 0.03%
6,196 $977,000
Q4 2023

Feb 13, 2024

BUY
$141.77 - $169.1 $15,878 - $18,939
112 Added 1.84%
6,198 $924,000
Q3 2023

Nov 07, 2023

SELL
$152.88 - $171.04 $3,516 - $3,933
-23 Reduced 0.38%
6,086 $1.03 Million
Q2 2023

Aug 09, 2023

SELL
$150.62 - $172.44 $1,958 - $2,241
-13 Reduced 0.21%
6,109 $961,000
Q1 2023

May 04, 2023

BUY
$152.34 - $187.79 $335,148 - $413,138
2,200 Added 56.09%
6,122 $998,000
Q4 2022

Feb 01, 2023

SELL
$151.73 - $188.05 $1,669 - $2,068
-11 Reduced 0.28%
3,922 $703,000
Q3 2022

Oct 28, 2022

SELL
$135.94 - $164.63 $8,020 - $9,713
-59 Reduced 1.48%
3,933 $565,000
Q2 2022

Aug 03, 2022

SELL
$142.43 - $181.13 $11,964 - $15,214
-84 Reduced 2.06%
3,992 $578,000
Q1 2022

Apr 28, 2022

BUY
$119.26 - $170.9 $20,154 - $28,882
169 Added 4.33%
4,076 $663,000
Q4 2021

Jan 20, 2022

SELL
$104.33 - $118.79 $104 - $118
-1 Reduced 0.03%
3,907 $458,000
Q3 2021

Nov 16, 2021

SELL
$94.29 - $106.21 $207,626 - $233,874
-2,202 Reduced 36.04%
3,908 $396,000
Q2 2021

Aug 03, 2021

BUY
$100.95 - $110.81 $10,095 - $11,081
100 Added 1.66%
6,110 $640,000
Q1 2021

May 25, 2021

BUY
$84.71 - $111.56 $468,531 - $617,038
5,531 Added 1154.7%
6,010 $637,000
Q4 2020

Mar 09, 2021

SELL
$66.88 - $95.62 $391,047 - $559,090
-5,847 Reduced 92.43%
479 $40,000
Q4 2020

Mar 09, 2021

BUY
$66.88 - $95.62 $423,082 - $604,892
6,326 New
6,326 $534,000

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 $275B
  • 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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