A detailed history of Halpern Financial, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Halpern Financial, Inc. holds 60 shares of CVX stock, worth $9,679. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 60 -0.0%
Holding current value
$9,679
Previous $9.39 Million 3.49%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
$152.57 - $166.33 $10,832 - $11,809
-71 Reduced 54.2%
60 $9.39 Million
Q4 2023

Jan 19, 2024

SELL
$141.77 - $169.1 $1,275 - $1,521
-9 Reduced 6.43%
131 $20 Million
Q2 2023

Sep 21, 2023

SELL
$150.62 - $172.44 $3,012 - $3,448
-20 Reduced 12.5%
140 $22 Million
Q4 2022

Sep 21, 2023

SELL
$151.73 - $188.05 $5,614 - $6,957
-37 Reduced 18.78%
160 $28.7 Million
Q3 2022

Sep 21, 2023

BUY
$135.94 - $164.63 $5,437 - $6,585
40 Added 25.48%
197 $28.3 Million
Q2 2022

Sep 21, 2023

BUY
$142.43 - $181.13 $8,118 - $10,324
57 Added 57.0%
157 $22.7 Million
Q1 2021

Sep 21, 2023

BUY
$84.71 - $111.56 $8,471 - $11,156
100 New
100 $10.5 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 $316B
  • 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
Track This Portfolio

Track Halpern Financial, Inc. Portfolio

Follow Halpern Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.