A detailed history of Heritage Financial Services, LLC transactions in Chevron Corp stock. As of the latest transaction made, Heritage Financial Services, LLC holds 3,994 shares of CVX stock, worth $570,542. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,994
Previous 3,294 21.25%
Holding current value
$570,542
Previous $515,000 14.17%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 23, 2024

BUY
$137.88 - $161.97 $96,516 - $113,379
700 Added 21.25%
3,994 $588,000
Q2 2024

Jul 23, 2024

SELL
$152.57 - $166.33 $11,595 - $12,641
-76 Reduced 2.26%
3,294 $515,000
Q1 2024

May 14, 2024

BUY
$141.82 - $157.74 $17,585 - $19,559
124 Added 3.82%
3,370 $531,000
Q4 2023

Feb 02, 2024

BUY
$141.77 - $169.1 $171,825 - $204,949
1,212 Added 59.59%
3,246 $484,000
Q3 2023

Oct 19, 2023

BUY
$152.88 - $171.04 $11,466 - $12,828
75 Added 3.83%
2,034 $342,000
Q2 2023

Jul 31, 2023

SELL
$150.62 - $172.44 $26,659 - $30,521
-177 Reduced 8.29%
1,959 $308,000
Q1 2023

May 10, 2023

SELL
$152.34 - $187.79 $152 - $187
-1 Reduced 0.05%
2,136 $348,000
Q4 2022

Jan 27, 2023

BUY
$151.73 - $188.05 $23,214 - $28,771
153 Added 7.71%
2,137 $0
Q3 2022

Nov 03, 2022

SELL
$135.94 - $164.63 $24,877 - $30,127
-183 Reduced 8.44%
1,984 $285,000
Q2 2022

Jul 19, 2022

SELL
$142.43 - $181.13 $196,980 - $250,502
-1,383 Reduced 38.96%
2,167 $313,000
Q1 2022

Aug 30, 2022

BUY
$119.26 - $170.9 $58,914 - $84,424
494 Added 16.16%
3,550 $578,000
Q4 2021

Aug 26, 2022

BUY
$104.33 - $118.79 $318,832 - $363,022
3,056 New
3,056 $358,000

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
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC 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 Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.