A detailed history of Falcon Wealth Planning transactions in Chevron Corp stock. As of the latest transaction made, Falcon Wealth Planning holds 2,111 shares of CVX stock, worth $318,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,111
Previous 2,036 3.68%
Holding current value
$318,169
Previous $321,000 2.8%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 16, 2024

BUY
$152.57 - $166.33 $11,442 - $12,474
75 Added 3.68%
2,111 $330,000
Q1 2024

Apr 15, 2024

SELL
$141.82 - $157.74 $94,877 - $105,528
-669 Reduced 24.73%
2,036 $321,000
Q4 2023

Jan 10, 2024

BUY
$141.77 - $169.1 $65,923 - $78,631
465 Added 20.76%
2,705 $403,000
Q3 2023

Oct 05, 2023

SELL
$152.88 - $171.04 $23,849 - $26,682
-156 Reduced 6.51%
2,240 $377,000
Q2 2023

Jul 13, 2023

BUY
$150.62 - $172.44 $74,556 - $85,357
495 Added 26.04%
2,396 $377,000
Q1 2023

May 15, 2023

SELL
$152.34 - $187.79 $6,702 - $8,262
-44 Reduced 2.26%
1,901 $310,000
Q4 2022

Jan 20, 2023

SELL
$151.73 - $188.05 $4,248 - $5,265
-28 Reduced 1.42%
1,945 $0
Q3 2022

Nov 10, 2022

BUY
$135.94 - $164.63 $8,292 - $10,042
61 Added 3.19%
1,973 $284,000
Q2 2022

Jul 20, 2022

SELL
$142.43 - $181.13 $2,563 - $3,260
-18 Reduced 0.93%
1,912 $277,000
Q1 2022

May 05, 2022

SELL
$119.26 - $170.9 $3,816 - $5,468
-32 Reduced 1.63%
1,930 $314,000
Q4 2021

Jan 24, 2022

SELL
$104.33 - $118.79 $8,346 - $9,503
-80 Reduced 3.92%
1,962 $230,000
Q3 2021

Oct 19, 2021

BUY
$94.29 - $106.21 $192,540 - $216,880
2,042 New
2,042 $207,000

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 $295B
  • 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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