A detailed history of Kapstone Financial Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 4,036 shares of CVX stock, worth $576,542. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,036
Previous 4,255 5.15%
Holding current value
$576,542
Previous $666 Million 11.77%
% of portfolio
0.36%
Previous 0.44%

Shares

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

Nov 06, 2024

SELL
$137.88 - $161.97 $30,195 - $35,471
-219 Reduced 5.15%
4,036 $587 Million
Q2 2024

Aug 02, 2024

SELL
$152.57 - $166.33 $6,407 - $6,985
-42 Reduced 0.98%
4,255 $666 Million
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $11,487 - $12,776
81 Added 1.92%
4,297 $678 Million
Q4 2023

Feb 05, 2024

BUY
$141.77 - $169.1 $29,913 - $35,680
211 Added 5.27%
4,216 $626 Million
Q3 2023

Nov 03, 2023

BUY
$152.88 - $171.04 $28,282 - $31,642
185 Added 4.84%
4,005 $675 Million
Q2 2023

Aug 08, 2023

BUY
$150.62 - $172.44 $6,928 - $7,932
46 Added 1.22%
3,820 $620 Million
Q4 2022

Feb 15, 2023

BUY
$151.73 - $188.05 $572,629 - $709,700
3,774 New
3,774 $638 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 $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
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