A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 5,335 shares of CVX stock, worth $836,367. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,335
Previous 5,454 2.18%
Holding current value
$836,367
Previous $853 Million 7.91%
% of portfolio
0.1%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$137.88 - $161.97 $16,407 - $19,274
-119 Reduced 2.18%
5,335 $786 Million
Q2 2024

Jul 23, 2024

BUY
$152.57 - $166.33 $37,227 - $40,584
244 Added 4.68%
5,454 $853 Million
Q1 2024

Apr 12, 2024

BUY
$141.82 - $157.74 $343,913 - $382,519
2,425 Added 87.07%
5,210 $822 Million
Q4 2023

Apr 04, 2024

SELL
$141.77 - $169.1 $373,705 - $445,747
-2,636 Reduced 48.63%
2,785 $500 Million
Q3 2023

Apr 04, 2024

BUY
$152.88 - $171.04 $272,279 - $304,622
1,781 Added 48.93%
5,421 $914 Million
Q2 2023

Apr 04, 2024

BUY
$150.62 - $172.44 $54,976 - $62,940
365 Added 11.15%
3,640 $573 Million
Q1 2023

Apr 04, 2024

BUY
$152.34 - $187.79 $74,646 - $92,017
490 Added 17.59%
3,275 $534 Million
Q4 2022

Apr 04, 2024

BUY
$151.73 - $188.05 $40,815 - $50,585
269 Added 10.69%
2,785 $500 Million
Q3 2022

Apr 04, 2024

BUY
$135.94 - $164.63 $35,616 - $43,133
262 Added 11.62%
2,516 $361 Million
Q2 2022

Apr 04, 2024

BUY
$142.43 - $181.13 $321,037 - $408,267
2,254 New
2,254 $326 Million
Q1 2022

Apr 05, 2024

BUY
$119.26 - $170.9 $1,192 - $1,709
10 Added 0.1%
9,814 $1.6 Billion
Q4 2021

Apr 05, 2024

BUY
$104.33 - $118.79 $14,293 - $16,274
137 Added 1.42%
9,804 $1.15 Billion
Q3 2021

Apr 05, 2024

BUY
$94.29 - $106.21 $97,307 - $109,608
1,032 Added 11.95%
9,667 $981 Million
Q2 2021

Apr 05, 2024

BUY
$100.95 - $110.81 $25,944 - $28,478
257 Added 3.07%
8,635 $904 Million
Q1 2021

Apr 05, 2024

SELL
$84.71 - $111.56 $29,902 - $39,380
-353 Reduced 4.04%
8,378 $878 Million
Q4 2020

Apr 05, 2024

BUY
$66.88 - $95.62 $209,200 - $299,099
3,128 Added 55.83%
8,731 $737 Million
Q3 2020

Apr 05, 2024

SELL
$71.8 - $91.39 $18,955 - $24,126
-264 Reduced 4.5%
5,603 $403 Million
Q2 2020

Apr 05, 2024

SELL
$68.56 - $103.24 $128,618 - $193,678
-1,876 Reduced 24.23%
5,867 $524 Million
Q1 2020

Apr 05, 2024

BUY
$54.22 - $121.43 $155,936 - $349,232
2,876 Added 59.09%
7,743 $561 Million
Q4 2019

Apr 05, 2024

BUY
$111.71 - $122.28 $13,852 - $15,162
124 Added 2.61%
4,867 $587 Million
Q3 2019

Apr 05, 2024

BUY
$115.18 - $126.54 $5,183 - $5,694
45 Added 0.96%
4,743 $563 Million
Q2 2019

Apr 05, 2024

BUY
$113.85 - $126.68 $12,751 - $14,188
112 Added 2.44%
4,698 $585 Million
Q1 2019

Apr 05, 2024

BUY
$108.57 - $125.88 $195,534 - $226,709
1,801 Added 64.67%
4,586 $565 Million

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 $307B
  • 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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