A detailed history of Icon Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,368 shares of CVX stock, worth $543,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,368
Previous 119,938 97.19%
Holding current value
$543,662
Previous $18.8 Million 97.36%
% of portfolio
0.01%
Previous 1.61%

Shares

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

Nov 14, 2024

BUY
$137.88 - $161.97 $15.4 Million - $18.1 Million
111,478 Added 3309.92%
114,846 $16.9 Million
Q3 2024

Nov 12, 2024

SELL
$137.88 - $161.97 $16.1 Million - $18.9 Million
-116,570 Reduced 97.19%
3,368 $495,000
Q2 2024

Aug 14, 2024

BUY
$152.57 - $166.33 $531,248 - $579,161
3,482 Added 2.99%
119,938 $18.8 Million
Q1 2024

May 15, 2024

SELL
$141.82 - $157.74 $274,563 - $305,384
-1,936 Reduced 1.64%
116,456 $18.4 Million
Q4 2023

Feb 14, 2024

SELL
$141.77 - $169.1 $2.25 Million - $2.69 Million
-15,902 Reduced 11.84%
118,392 $17.7 Million
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $719,958 - $892,297
4,745 Added 3.66%
134,294 $24.1 Million
Q3 2022

Jan 25, 2023

BUY
$135.94 - $164.63 $17.6 Million - $21.3 Million
129,549 New
129,549 $18.6 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
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