A detailed history of Kingswood Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 39,137 shares of CVX stock, worth $5.59 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
39,137
Previous 26,486 47.76%
Holding current value
$5.59 Million
Previous $4.14 Billion 38.98%
% of portfolio
0.41%
Previous 0.37%

Shares

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

Oct 21, 2024

BUY
$137.88 - $161.97 $1.74 Million - $2.05 Million
12,651 Added 47.76%
39,137 $5.76 Billion
Q2 2024

Jul 09, 2024

BUY
$152.57 - $166.33 $672,375 - $733,016
4,407 Added 19.96%
26,486 $4.14 Billion
Q1 2024

Apr 15, 2024

BUY
$141.82 - $157.74 $1.21 Million - $1.35 Million
8,557 Added 63.28%
22,079 $3.48 Billion
Q4 2023

Jan 16, 2024

BUY
$141.77 - $169.1 $1.45 Million - $1.72 Million
10,196 Added 306.55%
13,522 $2.02 Billion
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $265,246 - $296,754
-1,735 Reduced 34.28%
3,326 $3.84 Billion
Q2 2023

Aug 09, 2023

BUY
$150.62 - $172.44 $762,287 - $872,718
5,061 New
5,061 $796 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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