Laidlaw Wealth Management LLC Chevron Corp Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 3,648 shares of CVX stock, worth $521,116. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,648

Previous 3,994 8.66%

Holding current value

$521,116

Previous $624,000 13.94%

% of portfolio

0.28%

Previous 0.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$137.88 - $161.97 $47,706 - $56,041	-346 Reduced 8.66%	3,648 $537,000
Q2 2024 Aug 01, 2024	SELL	$152.57 - $166.33 $12,053 - $13,140	-79 Reduced 1.94%	3,994 $624,000
Q1 2024 May 15, 2024	SELL	$141.82 - $157.74 $707,965 - $787,438	-4,992 Reduced 55.07%	4,073 $642,000
Q4 2023 Feb 12, 2024	SELL	$141.77 - $169.1 $560,133 - $668,114	-3,951 Reduced 30.35%	9,065 $1.35 Million
Q3 2023 Nov 13, 2023	SELL	$152.88 - $171.04 $811,334 - $907,709	-5,307 Reduced 28.96%	13,016 $2.19 Million
Q2 2023 Aug 11, 2023	SELL	$150.62 - $172.44 $55,428 - $63,457	-368 Reduced 1.97%	18,323 $2.88 Million
Q1 2023 May 12, 2023	BUY	$152.34 - $187.79 $145,637 - $179,527	956 Added 5.39%	18,691 $3.05 Million
Q4 2022 Feb 14, 2023	SELL	$151.73 - $188.05 $67,216 - $83,306	-443 Reduced 2.44%	17,735 $3.18 Million
Q3 2022 Nov 14, 2022	SELL	$135.94 - $164.63 $137,843 - $166,934	-1,014 Reduced 5.28%	18,178 $2.61 Million
Q2 2022 Aug 12, 2022	BUY	$142.43 - $181.13 $114,228 - $145,266	802 Added 4.36%	19,192 $2.78 Million
Q1 2022 May 12, 2022	SELL	$119.26 - $170.9 $161,597 - $231,569	-1,355 Reduced 6.86%	18,390 $2.99 Million
Q4 2021 Feb 14, 2022	BUY	$104.33 - $118.79 $2.06 Million - $2.35 Million	19,745 New	19,745 $2.32 Million
Q1 2021 May 17, 2021	SELL	$84.71 - $111.56 $1.5 Million - $1.98 Million	-17,740 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$66.88 - $95.62 $767,247 - $1.1 Million	11,472 Added 183.02%	17,740 $1.5 Million
Q3 2020 Nov 16, 2020	BUY	$71.8 - $91.39 $40,782 - $51,909	568 Added 9.96%	6,268 $451,000
Q2 2020 Aug 19, 2020	SELL	$68.56 - $103.24 $34.5 Million - $51.9 Million	-502,911 Reduced 98.88%	5,700 $509,000
Q2 2020 Aug 13, 2020	BUY	$68.56 - $103.24 $34.6 Million - $52 Million	504,102 Added 11179.91%	508,611 $6,000
Q1 2020 May 15, 2020	BUY	$54.22 - $121.43 $16,320 - $36,550	301 Added 7.15%	4,509 $327,000
Q4 2019 Feb 14, 2020	BUY	$111.71 - $122.28 $470,075 - $514,554	4,208 New	4,208 $507,000

Others Institutions Holding CVX

# of Institutions

3,856

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

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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Laidlaw Wealth Management LLC Chevron Corp Transaction History