Financial Synergies Wealth Advisors, Inc. Chevron Corp Transaction History

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

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 5,210 shares of CVX stock, worth $797,025. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,210

Previous 2,785 87.07%

Holding current value

$797,025

Previous $500 Million 64.38%

% of portfolio

0.11%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,799

Shares Held

1.32B

Call Options Held

24.4M

Put Options Held

21.7M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $299B
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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Financial Synergies Wealth Advisors, Inc. Chevron Corp Transaction History