Fsm Wealth Advisors, LLC Chevron Corp Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 10,349 shares of CVX stock, worth $1.59 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

10,349

Previous 6,050 71.06%

Holding current value

$1.59 Million

Previous $1.01 Million 46.34%

% of portfolio

0.25%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$133.73 - $168.51 $574,905 - $724,424	4,299 Added 71.06%	10,349 $1.48 Million
Q1 2025 Apr 28, 2025	SELL	$146.71 - $167.97 $132,332 - $151,508	-902 Reduced 12.97%	6,050 $1.01 Million
Q4 2024 Jan 24, 2025	SELL	$141.15 - $162.53 $50,390 - $58,023	-357 Reduced 4.88%	6,952 $1.01 Million
Q3 2024 Oct 30, 2024	BUY	$137.88 - $161.97 $14,891 - $17,492	108 Added 1.5%	7,309 $1.08 Million
Q2 2024 Jul 12, 2024	SELL	$152.57 - $166.33 $17,392 - $18,961	-114 Reduced 1.56%	7,201 $1.13 Million
Q1 2024 May 14, 2024	BUY	$141.82 - $157.74 $42,262 - $47,006	298 Added 4.25%	7,315 $1.15 Million
Q4 2023 May 14, 2024	BUY	$141.77 - $169.1 $225,981 - $269,545	1,594 Added 29.39%	7,017 $1.05 Million
Q3 2023 Nov 14, 2023	BUY	$152.88 - $171.04 $31,646 - $35,405	207 Added 3.97%	5,423 $914,000
Q2 2023 Jul 12, 2023	BUY	$150.62 - $172.44 $136,461 - $156,230	906 Added 21.02%	5,216 $820,000
Q1 2023 Apr 24, 2023	BUY	$152.34 - $187.79 $101,915 - $125,631	669 Added 18.37%	4,310 $703,000
Q4 2022 Jan 19, 2023	SELL	$151.73 - $188.05 $82,996 - $102,863	-547 Reduced 13.06%	3,641 $0
Q3 2022 Oct 24, 2022	BUY	$135.94 - $164.63 $200,239 - $242,499	1,473 Added 54.25%	4,188 $602,000
Q2 2022 Aug 12, 2022	BUY	$142.43 - $181.13 $386,697 - $491,767	2,715 New	2,715 $416,000

Others Institutions Holding CVX

# of Institutions

4,234

Shares Held

1.41B

Call Options Held

25.6M

Put Options Held

20.3M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $300B
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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Fsm Wealth Advisors, LLC Chevron Corp Transaction History