Legacy Financial Advisors, Inc. Chevron Corp Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 13,286 shares of CVX stock, worth $1.93 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

13,286

Previous 13,055 1.77%

Holding current value

$1.93 Million

Previous $2.06 Million 0.92%

% of portfolio

0.41%

Previous 0.41%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$152.57 - $166.33 $35,243 - $38,422	231 Added 1.77%	13,286 $2.08 Million
Q1 2024 May 14, 2024	BUY	$141.82 - $157.74 $158,412 - $176,195	1,117 Added 9.36%	13,055 $2.06 Million
Q4 2023 Feb 06, 2024	BUY	$141.77 - $169.1 $850 - $1,014	6 Added 0.05%	11,938 $1.78 Million
Q3 2023 Nov 13, 2023	BUY	$152.88 - $171.04 $134,381 - $150,344	879 Added 7.95%	11,932 $2.01 Million
Q2 2023 Aug 08, 2023	SELL	$150.62 - $172.44 $103,174 - $118,121	-685 Reduced 5.84%	11,053 $1.74 Million
Q1 2023 May 03, 2023	BUY	$152.34 - $187.79 $148,074 - $182,531	972 Added 9.03%	11,738 $1.92 Million
Q4 2022 Feb 06, 2023	BUY	$151.73 - $188.05 $271,596 - $336,609	1,790 Added 19.94%	10,766 $1.93 Million
Q3 2022 Nov 09, 2022	BUY	$135.94 - $164.63 $120,986 - $146,520	890 Added 11.01%	8,976 $1.29 Million
Q2 2022 Aug 08, 2022	SELL	$142.43 - $181.13 $91,012 - $115,742	-639 Reduced 7.32%	8,086 $1.17 Million
Q1 2022 May 04, 2022	SELL	$119.26 - $170.9 $80,619 - $115,528	-676 Reduced 7.19%	8,725 $1.42 Million
Q4 2021 Feb 04, 2022	BUY	$104.33 - $118.79 $88,263 - $100,496	846 Added 9.89%	9,401 $1.1 Million
Q3 2021 Oct 26, 2021	BUY	$94.29 - $106.21 $88,726 - $99,943	941 Added 12.36%	8,555 $868,000
Q2 2021 Jul 21, 2021	BUY	$100.95 - $110.81 $77,327 - $84,880	766 Added 11.19%	7,614 $797,000
Q1 2021 Apr 28, 2021	BUY	$84.71 - $111.56 $97,247 - $128,070	1,148 Added 20.14%	6,848 $718,000
Q4 2020 Feb 02, 2021	BUY	$66.88 - $95.62 $136,368 - $194,969	2,039 Added 55.7%	5,700 $481,000
Q3 2020 Nov 09, 2020	BUY	$71.8 - $91.39 $262,859 - $334,578	3,661 New	3,661 $264,000
Q1 2020 May 12, 2020	SELL	$54.22 - $121.43 $187,655 - $420,269	-3,461 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$111.71 - $122.28 $65,573 - $71,778	-587 Reduced 14.5%	3,461 $417,000
Q3 2019 Nov 07, 2019	BUY	$115.18 - $126.54 $4,376 - $4,808	38 Added 0.95%	4,048 $480,000
Q2 2019 Aug 07, 2019	BUY	$113.85 - $126.68 $13,889 - $15,454	122 Added 3.14%	4,010 $499,000
Q1 2019 May 14, 2019	BUY	$108.57 - $125.88 $139,729 - $162,007	1,287 Added 49.48%	3,888 $479,000
Q4 2018 Jan 16, 2019	BUY	$100.99 - $126.82 $48,475 - $60,873	480 Added 22.63%	2,601 $283,000
Q3 2018 Oct 30, 2018	SELL	$114.48 - $127.83 $44,303 - $49,470	-387 Reduced 15.43%	2,121 $259,000
Q2 2018 Jul 17, 2018	BUY	$112.24 - $130.39 $33,559 - $38,986	299 Added 13.54%	2,508 $311,000
Q1 2018 Apr 12, 2018	BUY	$109.06 - $133.6 $69,362 - $84,969	636 Added 40.43%	2,209 $262,000
Q4 2017 Feb 09, 2018	BUY	$113.54 - $125.98 $178,598 - $198,166	1,573	1,573 $196,000

Others Institutions Holding CVX

# of Institutions

3,837

Shares Held

1.37B

Call Options Held

18.4M

Put Options Held

17.2M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $284B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Chevron Corp Transaction History