A detailed history of Heritage Wealth Advisors transactions in Chevron Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 10,451 shares of CVX stock, worth $1.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,451
Previous 10,081 3.67%
Holding current value
$1.58 Million
Previous $1.59 Million 2.77%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Aug 05, 2024

BUY
$152.57 - $166.33 $56,450 - $61,542
370 Added 3.67%
10,451 $1.63 Million
Q1 2024

May 08, 2024

SELL
$141.82 - $157.74 $105,230 - $117,043
-742 Reduced 6.86%
10,081 $1.59 Million
Q4 2023

Feb 09, 2024

BUY
$141.77 - $169.1 $69,183 - $82,520
488 Added 4.72%
10,823 $1.61 Million
Q3 2023

Nov 08, 2023

BUY
$152.88 - $171.04 $151,962 - $170,013
994 Added 10.64%
10,335 $1.74 Million
Q2 2023

Aug 09, 2023

SELL
$150.62 - $172.44 $9,790 - $11,208
-65 Reduced 0.69%
9,341 $1.47 Million
Q1 2023

May 04, 2023

BUY
$152.34 - $187.79 $24,069 - $29,670
158 Added 1.71%
9,406 $1.53 Million
Q4 2022

Feb 06, 2023

SELL
$151.73 - $188.05 $165,082 - $204,598
-1,088 Reduced 10.53%
9,248 $1.66 Million
Q2 2022

Aug 04, 2022

BUY
$142.43 - $181.13 $186,156 - $236,736
1,307 Added 14.48%
10,336 $1.5 Million
Q1 2022

May 11, 2022

SELL
$119.26 - $170.9 $4,531 - $6,494
-38 Reduced 0.42%
9,029 $1.47 Million
Q4 2021

Feb 02, 2022

SELL
$104.33 - $118.79 $149,087 - $169,750
-1,429 Reduced 13.61%
9,067 $1.06 Million
Q3 2021

Nov 02, 2021

SELL
$94.29 - $106.21 $22,912 - $25,809
-243 Reduced 2.26%
10,496 $1.06 Million
Q2 2021

Aug 09, 2021

BUY
$100.95 - $110.81 $13,224 - $14,516
131 Added 1.23%
10,739 $1.12 Million
Q2 2021

Jul 27, 2021

SELL
$100.95 - $110.81 $3,331 - $3,656
-33 Reduced 0.31%
10,608 $896,000
Q1 2021

Apr 27, 2021

BUY
$84.71 - $111.56 $2,795 - $3,681
33 Added 0.31%
10,641 $1.12 Million
Q4 2020

Feb 01, 2021

SELL
$66.88 - $95.62 $6,019 - $8,605
-90 Reduced 0.84%
10,608 $896,000
Q3 2020

Nov 03, 2020

BUY
$71.8 - $91.39 $3,590 - $4,569
50 Added 0.47%
10,698 $770,000
Q2 2020

Jul 17, 2020

BUY
$68.56 - $103.24 $701,780 - $1.06 Million
10,236 Added 2484.47%
10,648 $950,000
Q2 2020

Jul 17, 2020

SELL
$68.56 - $103.24 $2.63 Million - $3.96 Million
-38,391 Reduced 98.94%
412 $950,000
Q1 2020

May 05, 2020

BUY
$54.22 - $121.43 $1.45 Million - $3.26 Million
26,817 Added 223.74%
38,803 $2.81 Million
Q4 2019

Feb 04, 2020

SELL
$111.71 - $122.28 $8,489 - $9,293
-76 Reduced 0.63%
11,986 $1.44 Million
Q3 2019

Oct 30, 2019

BUY
$115.18 - $126.54 $324,807 - $356,842
2,820 Added 30.51%
12,062 $1.43 Million
Q2 2019

Aug 05, 2019

BUY
$113.85 - $126.68 $119,997 - $133,520
1,054 Added 12.87%
9,242 $0
Q1 2019

May 06, 2019

BUY
$108.57 - $125.88 $19,325 - $22,406
178 Added 2.22%
8,188 $0
Q3 2018

Nov 14, 2018

SELL
$114.48 - $127.83 $82,654 - $92,293
-722 Reduced 8.27%
8,010 $979,000
Q2 2018

Jul 19, 2018

SELL
$112.24 - $130.39 $2,244 - $2,607
-20 Reduced 0.23%
8,732 $1.11 Million
Q1 2018

May 10, 2018

BUY
$109.06 - $133.6 $71,979 - $88,176
660 Added 8.16%
8,752 $997,000
Q4 2017

Feb 02, 2018

BUY
$113.54 - $125.98 $11,581 - $12,849
102 Added 1.28%
8,092 $1.02 Million
Q3 2017

Nov 07, 2017

BUY
$105.78 - $117.99 $845,182 - $942,740
7,990
7,990 $942,000

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 $295B
  • 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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