A detailed history of First Purpose Wealth LLC transactions in Chevron Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 4,024 shares of CVX stock, worth $574,828. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,024
Previous 3,071 31.03%
Holding current value
$574,828
Previous $458,000 38.43%
% of portfolio
0.23%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$141.82 - $157.74 $135,154 - $150,326
953 Added 31.03%
4,024 $634,000
Q4 2023

Apr 22, 2024

BUY
$141.77 - $169.1 $5,812 - $6,933
41 Added 1.35%
3,071 $458,000
Q3 2023

Oct 30, 2023

BUY
$152.88 - $171.04 $152 - $171
1 Added 0.03%
3,030 $510,000
Q2 2023

Jul 21, 2023

BUY
$150.62 - $172.44 $47,445 - $54,318
315 Added 11.61%
3,029 $476,000
Q1 2023

May 03, 2023

SELL
$152.34 - $187.79 $38,389 - $47,323
-252 Reduced 8.5%
2,714 $442,000
Q4 2022

Jan 26, 2023

BUY
$151.73 - $188.05 $32,470 - $40,242
214 Added 7.78%
2,966 $0
Q3 2022

Oct 24, 2022

BUY
$135.94 - $164.63 $16,448 - $19,920
121 Added 4.6%
2,752 $395,000
Q2 2022

Jul 25, 2022

SELL
$142.43 - $181.13 $712 - $905
-5 Reduced 0.19%
2,631 $381,000
Q1 2022

Apr 18, 2022

BUY
$119.26 - $170.9 $97,077 - $139,112
814 Added 44.68%
2,636 $429,000
Q4 2021

Feb 24, 2022

BUY
$104.33 - $118.79 $190,089 - $216,435
1,822 New
1,822 $214,000

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 $280B
  • 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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