A detailed history of Heartwood Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,187 shares of CVX stock, worth $1 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,187
Previous 5,924 4.44%
Holding current value
$1 Million
Previous $926,000 1.73%
% of portfolio
0.1%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$137.88 - $161.97 $36,262 - $42,598
263 Added 4.44%
6,187 $910,000
Q2 2024

Jul 09, 2024

BUY
$152.57 - $166.33 $18,613 - $20,292
122 Added 2.1%
5,924 $926,000
Q1 2024

Apr 02, 2024

BUY
$141.82 - $157.74 $154,016 - $171,305
1,086 Added 23.03%
5,802 $915,000
Q4 2023

Jan 17, 2024

SELL
$141.77 - $169.1 $141 - $169
-1 Reduced 0.02%
4,716 $703,000
Q3 2023

Oct 17, 2023

SELL
$152.88 - $171.04 $69,866 - $78,165
-457 Reduced 8.83%
4,717 $795,000
Q2 2023

Jul 19, 2023

BUY
$150.62 - $172.44 $34,793 - $39,833
231 Added 4.67%
5,174 $814,000
Q1 2023

Apr 14, 2023

BUY
$152.34 - $187.79 $122,633 - $151,170
805 Added 19.45%
4,943 $806,000
Q4 2022

Jan 12, 2023

SELL
$151.73 - $188.05 $187,083 - $231,865
-1,233 Reduced 22.96%
4,138 $0
Q3 2022

Oct 25, 2022

BUY
$135.94 - $164.63 $102,498 - $124,131
754 Added 16.33%
5,371 $772,000
Q2 2022

Jul 25, 2022

BUY
$142.43 - $181.13 $22,646 - $28,799
159 Added 3.57%
4,617 $668,000
Q1 2022

Apr 26, 2022

BUY
$119.26 - $170.9 $122,718 - $175,856
1,029 Added 30.01%
4,458 $726,000
Q4 2021

Jan 12, 2022

BUY
$104.33 - $118.79 $30,986 - $35,280
297 Added 9.48%
3,429 $402,000
Q3 2021

Oct 12, 2021

BUY
$94.29 - $106.21 $15,463 - $17,418
164 Added 5.53%
3,132 $318,000
Q2 2021

Jul 21, 2021

BUY
$100.95 - $110.81 $299,619 - $328,884
2,968 New
2,968 $311,000

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 $317B
  • 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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