A detailed history of Heirloom Wealth Management transactions in Chevron Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 2,676 shares of CVX stock, worth $396,342. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,676
Previous 2,637 1.48%
Holding current value
$396,342
Previous $412,000 4.37%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 16, 2024

BUY
$137.88 - $161.97 $5,377 - $6,316
39 Added 1.48%
2,676 $394,000
Q2 2024

Jul 31, 2024

SELL
$152.57 - $166.33 $32,192 - $35,095
-211 Reduced 7.41%
2,637 $412,000
Q1 2024

Apr 24, 2024

SELL
$141.82 - $157.74 $77,575 - $86,283
-547 Reduced 16.11%
2,848 $449,000
Q4 2023

Jan 31, 2024

SELL
$141.77 - $169.1 $37,710 - $44,980
-266 Reduced 7.27%
3,395 $506,000
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $11,618 - $12,999
-76 Reduced 2.03%
3,661 $617,000
Q2 2023

Aug 08, 2023

SELL
$150.62 - $172.44 $49,553 - $56,732
-329 Reduced 8.09%
3,737 $588,000
Q1 2023

Apr 27, 2023

SELL
$152.34 - $187.79 $63,982 - $78,871
-420 Reduced 9.36%
4,066 $663,000
Q2 2022

Aug 10, 2022

SELL
$142.43 - $181.13 $102,976 - $130,956
-723 Reduced 13.88%
4,486 $697,000
Q1 2022

May 17, 2022

BUY
$119.26 - $170.9 $621,225 - $890,218
5,209 New
5,209 $874,000

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 $290B
  • 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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