A detailed history of Institute For Wealth Management, Llc. transactions in Chevron Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,546 shares of CVX stock, worth $736,952. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,546
Previous 4,159 9.31%
Holding current value
$736,952
Previous $650,000 2.92%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2024

BUY
$137.88 - $161.97 $53,359 - $62,682
387 Added 9.31%
4,546 $669,000
Q2 2024

Jul 25, 2024

SELL
$152.57 - $166.33 $9,459 - $10,312
-62 Reduced 1.47%
4,159 $650,000
Q1 2024

Apr 30, 2024

SELL
$141.82 - $157.74 $50,062 - $55,682
-353 Reduced 7.72%
4,221 $665,000
Q4 2023

Jan 31, 2024

SELL
$141.77 - $169.1 $8,647 - $10,315
-61 Reduced 1.32%
4,574 $682,000
Q3 2023

Oct 13, 2023

SELL
$152.88 - $171.04 $3,669 - $4,104
-24 Reduced 0.52%
4,635 $781,000
Q2 2023

Jul 25, 2023

SELL
$150.62 - $172.44 $5,572 - $6,380
-37 Reduced 0.79%
4,659 $733,000
Q1 2023

Apr 20, 2023

SELL
$152.34 - $187.79 $16,148 - $19,905
-106 Reduced 2.21%
4,696 $766,000
Q4 2022

Feb 02, 2023

SELL
$151.73 - $188.05 $26,249 - $32,532
-173 Reduced 3.48%
4,802 $861,000
Q3 2022

Oct 18, 2022

SELL
$135.94 - $164.63 $2,718 - $3,292
-20 Reduced 0.4%
4,975 $715,000
Q2 2022

Jul 25, 2022

BUY
$142.43 - $181.13 $142 - $181
1 Added 0.02%
4,995 $723,000
Q1 2022

Apr 29, 2022

SELL
$119.26 - $170.9 $1,431 - $2,050
-12 Reduced 0.24%
4,994 $813,000
Q4 2021

Jan 21, 2022

SELL
$104.33 - $118.79 $25,560 - $29,103
-245 Reduced 4.67%
5,006 $587,000
Q3 2021

Nov 15, 2021

SELL
$94.29 - $106.21 $1,885 - $2,124
-20 Reduced 0.38%
5,251 $533,000
Q2 2021

Jul 21, 2021

SELL
$100.95 - $110.81 $41,288 - $45,321
-409 Reduced 7.2%
5,271 $552,000
Q1 2021

May 04, 2021

SELL
$84.71 - $111.56 $66,920 - $88,132
-790 Reduced 12.21%
5,680 $595,000
Q4 2020

Feb 01, 2021

SELL
$66.88 - $95.62 $63,870 - $91,317
-955 Reduced 12.86%
6,470 $546,000
Q3 2020

Nov 03, 2020

SELL
$71.8 - $91.39 $1,436 - $1,827
-20 Reduced 0.27%
7,425 $535,000
Q2 2020

Jul 30, 2020

SELL
$68.56 - $103.24 $10,352 - $15,589
-151 Reduced 1.99%
7,445 $664,000
Q1 2020

Apr 29, 2020

SELL
$54.22 - $121.43 $38,170 - $85,486
-704 Reduced 8.48%
7,596 $550,000
Q4 2019

Feb 27, 2020

BUY
$111.71 - $122.28 $815,483 - $892,644
7,300 Added 730.0%
8,300 $1 Million
Q4 2019

Jan 27, 2020

SELL
$111.71 - $122.28 $855,586 - $936,542
-7,659 Reduced 88.45%
1,000 $1 Million
Q3 2019

Oct 28, 2019

SELL
$115.18 - $126.54 $346,576 - $380,758
-3,009 Reduced 25.79%
8,659 $1.03 Million
Q2 2019

Aug 02, 2019

BUY
$113.85 - $126.68 $358,172 - $398,535
3,146 Added 36.92%
11,668 $1.45 Million
Q1 2019

May 15, 2019

BUY
$108.57 - $125.88 $925,233 - $1.07 Million
8,522 New
8,522 $1.05 Million
Q4 2018

Feb 08, 2019

SELL
$100.99 - $126.82 $1.22 Million - $1.53 Million
-12,044 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$114.48 - $127.83 $481,388 - $537,525
-4,205 Reduced 25.88%
12,044 $1.46 Million
Q2 2018

Aug 10, 2018

BUY
$112.24 - $130.39 $145,687 - $169,246
1,298 Added 8.68%
16,249 $2.05 Million
Q1 2018

May 15, 2018

BUY
$109.06 - $133.6 $140,905 - $172,611
1,292 Added 9.46%
14,951 $1.88 Million
Q4 2017

Feb 12, 2018

SELL
$113.54 - $125.98 $93,216 - $103,429
-821 Reduced 5.67%
13,659 $1.72 Million
Q3 2017

Nov 14, 2017

BUY
$105.78 - $117.99 $96,471 - $107,606
912 Added 6.72%
14,480 $1.71 Million
Q2 2017

Aug 14, 2017

BUY
N/A
13,568
13,568 $1.41 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 $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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