A detailed history of Keystone Financial Services transactions in Chevron Corp stock. As of the latest transaction made, Keystone Financial Services holds 1,673 shares of CVX stock, worth $270,406. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,673
Previous 1,953 14.34%
Holding current value
$270,406
Previous $305,000 19.34%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Nov 04, 2024

SELL
$137.88 - $161.97 $38,606 - $45,351
-280 Reduced 14.34%
1,673 $246,000
Q2 2024

Jul 23, 2024

SELL
$152.57 - $166.33 $6,255 - $6,819
-41 Reduced 2.06%
1,953 $305,000
Q1 2024

Jun 13, 2024

SELL
$141.82 - $157.74 $1,843 - $2,050
-13 Reduced 0.65%
1,994 $314,000
Q4 2023

Jan 29, 2024

BUY
$141.77 - $169.1 $7,939 - $9,469
56 Added 2.87%
2,007 $299,000
Q3 2023

Nov 07, 2023

BUY
$152.88 - $171.04 $298,268 - $333,699
1,951 New
1,951 $328,000

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 $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
Track This Portfolio

Track Keystone Financial Services Portfolio

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

News

Stay updated on Keystone Financial Services with notifications on news.