A detailed history of Fiduciary Planning LLC transactions in Chevron Corp stock. As of the latest transaction made, Fiduciary Planning LLC holds 1,880 shares of CVX stock, worth $260,492. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,880
Previous 1,879 0.05%
Holding current value
$260,492
Previous $296,000 0.68%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 06, 2024

BUY
$152.57 - $166.33 $152 - $166
1 Added 0.05%
1,880 $294,000
Q4 2023

Jan 25, 2024

BUY
$141.77 - $169.1 $141 - $169
1 Added 0.05%
1,879 $280,000
Q3 2023

Oct 26, 2023

BUY
$152.88 - $171.04 $6,726 - $7,525
44 Added 2.4%
1,878 $316,000
Q4 2022

Feb 06, 2023

BUY
$151.73 - $188.05 $910 - $1,128
6 Added 0.33%
1,834 $329,000
Q3 2022

Nov 14, 2022

SELL
$135.94 - $164.63 $1,767 - $2,140
-13 Reduced 0.71%
1,828 $263,000
Q2 2022

Sep 30, 2022

BUY
$142.43 - $181.13 $1,709 - $2,173
12 Added 0.66%
1,841 $267,000
Q1 2022

May 11, 2022

SELL
$119.26 - $170.9 $15,503 - $22,217
-130 Reduced 6.64%
1,829 $298,000
Q4 2021

Feb 08, 2022

BUY
$104.33 - $118.79 $204,382 - $232,709
1,959 New
1,959 $230,000
Q3 2021

Nov 09, 2021

SELL
$94.29 - $106.21 $192,257 - $216,562
-2,039 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$100.95 - $110.81 $10,095 - $11,081
100 Added 5.16%
2,039 $214,000
Q4 2020

Feb 10, 2021

BUY
$66.88 - $95.62 $56,112 - $80,225
839 Added 76.27%
1,939 $164,000
Q3 2020

Oct 27, 2020

BUY
$71.8 - $91.39 $78,980 - $100,529
1,100 New
1,100 $79,000

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 $271B
  • 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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