Financial & Tax Architects, LLC Chevron Corp Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in Chevron Corp stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 38,788 shares of CVX stock, worth $5.59 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

38,788

Previous 37,738 2.78%

Holding current value

$5.59 Million

Previous $5.9 Billion 3.23%

% of portfolio

1.47%

Previous 1.58%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$137.88 - $161.97 $144,774 - $170,068	1,050 Added 2.78%	38,788 $5.71 Billion
Q2 2024 Aug 09, 2024	BUY	$152.57 - $166.33 $232,516 - $253,486	1,524 Added 4.21%	37,738 $5.9 Billion
Q1 2024 May 08, 2024	BUY	$141.82 - $157.74 $209,042 - $232,508	1,474 Added 4.24%	36,214 $5.71 Billion
Q4 2023 Jan 25, 2024	BUY	$141.77 - $169.1 $345,493 - $412,096	2,437 Added 7.54%	34,740 $5.18 Billion
Q3 2023 Oct 19, 2023	BUY	$152.88 - $171.04 $206,388 - $230,904	1,350 Added 4.36%	32,303 $5.45 Billion
Q2 2023 Jul 25, 2023	BUY	$150.62 - $172.44 $172,158 - $197,098	1,143 Added 3.83%	30,953 $4.87 Billion
Q1 2023 Apr 26, 2023	BUY	$152.34 - $187.79 $272,688 - $336,144	1,790 Added 6.39%	29,810 $4.86 Billion
Q4 2022 Feb 09, 2023	BUY	$151.73 - $188.05 $4.25 Million - $5.27 Million	28,020 New	28,020 $5.07 Billion
Q3 2022 Aug 25, 2023	SELL	$135.94 - $164.63 $102,634 - $124,295	-755 Reduced 2.44%	30,198 $4.34 Billion
Q2 2022 Aug 25, 2023	SELL	$142.43 - $181.13 $229,882 - $292,343	-1,614 Reduced 5.62%	27,082 $3.92 Billion
Q1 2022 Aug 25, 2023	SELL	$119.26 - $170.9 $269,169 - $385,721	-2,257 Reduced 7.29%	28,696 $4.67 Billion
Q4 2021 Aug 25, 2023	BUY	$104.33 - $118.79 $70,527 - $80,302	676 Added 2.01%	34,361 $4.03 Billion
Q3 2021 Aug 25, 2023	BUY	$94.29 - $106.21 $247,888 - $279,226	2,629 Added 8.47%	33,685 $3.42 Billion
Q2 2021 Aug 25, 2023	BUY	$100.95 - $110.81 $234,809 - $257,744	2,326 Added 8.1%	31,056 $3.25 Billion
Q1 2021 Aug 25, 2023	SELL	$84.71 - $111.56 $188,310 - $247,997	-2,223 Reduced 7.18%	28,730 $3.01 Billion

Others Institutions Holding CVX

# of Institutions

3,857

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 $282B
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 & Tax Architects, LLC Chevron Corp Transaction History