Evercore Wealth Management, LLC Chevron Corp Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 348,021 shares of CVX stock, worth $49.7 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

348,021

Previous 364,105 4.42%

Holding current value

$49.7 Million

Previous $57 Million 10.03%

% of portfolio

0.77%

Previous 0.9%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$137.88 - $161.97 $2.22 Million - $2.61 Million	-16,084 Reduced 4.42%	348,021 $51.2 Million
Q2 2024 Aug 14, 2024	SELL	$152.57 - $166.33 $32,192 - $35,095	-211 Reduced 0.06%	364,105 $57 Million
Q1 2024 May 15, 2024	BUY	$141.82 - $157.74 $2.74 Million - $3.05 Million	19,304 Added 5.6%	364,316 $57.5 Million
Q4 2023 Feb 14, 2024	SELL	$141.77 - $169.1 $484,002 - $577,307	-3,414 Reduced 0.98%	345,012 $51.5 Million
Q3 2023 Nov 14, 2023	BUY	$152.88 - $171.04 $4.91 Million - $5.49 Million	32,114 Added 10.15%	348,426 $58.8 Million
Q2 2023 Aug 04, 2023	BUY	$150.62 - $172.44 $2.94 Million - $3.36 Million	19,491 Added 6.57%	316,312 $49.8 Million
Q1 2023 May 15, 2023	BUY	$152.34 - $187.79 $26 Million - $32 Million	170,434 Added 134.85%	296,821 $48.4 Million
Q4 2022 Feb 14, 2023	BUY	$151.73 - $188.05 $626,493 - $776,458	4,129 Added 3.38%	126,387 $22.7 Million
Q3 2022 Nov 14, 2022	BUY	$135.94 - $164.63 $586,445 - $710,213	4,314 Added 3.66%	122,258 $17.6 Million
Q2 2022 Aug 15, 2022	BUY	$142.43 - $181.13 $1.36 Million - $1.73 Million	9,559 Added 8.82%	117,944 $17.1 Million
Q1 2022 May 16, 2022	SELL	$119.26 - $170.9 $325,222 - $466,044	-2,727 Reduced 2.45%	108,385 $17.6 Million
Q4 2021 Feb 14, 2022	SELL	$104.33 - $118.79 $855,923 - $974,553	-8,204 Reduced 6.88%	111,112 $13 Million
Q3 2021 Nov 15, 2021	BUY	$94.29 - $106.21 $250,245 - $281,881	2,654 Added 2.27%	119,316 $12.1 Million
Q2 2021 Aug 16, 2021	SELL	$100.95 - $110.81 $415,207 - $455,761	-4,113 Reduced 3.41%	116,662 $12.2 Million
Q1 2021 May 17, 2021	SELL	$84.71 - $111.56 $264,634 - $348,513	-3,124 Reduced 2.52%	120,775 $12.7 Million
Q4 2020 Feb 16, 2021	SELL	$66.88 - $95.62 $1.81 Million - $2.59 Million	-27,087 Reduced 17.94%	123,899 $10.5 Million
Q3 2020 Nov 16, 2020	SELL	$71.8 - $91.39 $653,810 - $832,197	-9,106 Reduced 5.69%	150,986 $10.9 Million
Q2 2020 Aug 13, 2020	SELL	$68.56 - $103.24 $1.01 Million - $1.52 Million	-14,708 Reduced 8.41%	160,092 $14.3 Million
Q1 2020 May 14, 2020	SELL	$54.22 - $121.43 $1.23 Million - $2.76 Million	-22,736 Reduced 11.51%	174,800 $12.7 Million
Q4 2019 Feb 13, 2020	SELL	$111.71 - $122.28 $1.2 Million - $1.31 Million	-10,750 Reduced 5.16%	197,536 $23.8 Million
Q3 2019 Nov 14, 2019	SELL	$115.18 - $126.54 $840,007 - $922,856	-7,293 Reduced 3.38%	208,286 $24.7 Million
Q2 2019 Aug 13, 2019	BUY	$113.85 - $126.68 $739,228 - $822,533	6,493 Added 3.11%	215,579 $26.8 Million
Q1 2019 May 14, 2019	BUY	$108.57 - $125.88 $1.59 Million - $1.84 Million	14,638 Added 7.53%	209,086 $25.8 Million
Q4 2018 Feb 13, 2019	SELL	$100.99 - $126.82 $344,476 - $432,583	-3,411 Reduced 1.72%	194,448 $21.2 Million
Q3 2018 Nov 13, 2018	BUY	$114.48 - $127.83 $190,609 - $212,836	1,665 Added 0.85%	197,859 $24.2 Million
Q2 2018 Aug 14, 2018	BUY	$112.24 - $130.39 $3.91 Million - $4.55 Million	34,860 Added 21.61%	196,194 $24.8 Million
Q1 2018 May 15, 2018	SELL	$109.06 - $133.6 $226,408 - $277,353	-2,076 Reduced 1.27%	161,334 $18.4 Million
Q4 2017 Feb 13, 2018	SELL	$113.54 - $125.98 $227,420 - $252,337	-2,003 Reduced 1.21%	163,410 $20.5 Million
Q3 2017 Nov 13, 2017	BUY	$105.78 - $117.99 $17.5 Million - $19.5 Million	165,413	165,413 $19.4 Million

Others Institutions Holding CVX

# of Institutions

3,856

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $280B
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...

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Evercore Wealth Management, LLC Chevron Corp Transaction History