A detailed history of Lyell Wealth Management, LP transactions in Chevron Corp stock. As of the latest transaction made, Lyell Wealth Management, LP holds 52,109 shares of CVX stock, worth $7.44 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
52,109
Previous 57,388 9.2%
Holding current value
$7.44 Million
Previous $8.98 Million 14.53%
% of portfolio
0.7%
Previous 0.86%

Shares

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

Oct 23, 2024

SELL
$137.88 - $161.97 $727,868 - $855,039
-5,279 Reduced 9.2%
52,109 $7.67 Million
Q2 2024

Aug 08, 2024

BUY
$152.57 - $166.33 $761,934 - $830,652
4,994 Added 9.53%
57,388 $8.98 Million
Q1 2024

May 03, 2024

SELL
$141.82 - $157.74 $2,410 - $2,681
-17 Reduced 0.03%
52,394 $8.26 Million
Q4 2023

Feb 02, 2024

BUY
$141.77 - $169.1 $130,428 - $155,572
920 Added 1.79%
52,411 $7.82 Million
Q3 2023

Oct 31, 2023

BUY
$152.88 - $171.04 $411,552 - $460,439
2,692 Added 5.52%
51,491 $8.68 Million
Q2 2023

Aug 04, 2023

BUY
$150.62 - $172.44 $501,564 - $574,225
3,330 Added 7.32%
48,799 $7.68 Million
Q1 2023

May 03, 2023

BUY
$152.34 - $187.79 $305,441 - $376,518
2,005 Added 4.61%
45,469 $7.42 Million
Q4 2022

Jan 24, 2023

BUY
$151.73 - $188.05 $1.9 Million - $2.35 Million
12,503 Added 40.38%
43,464 $0
Q3 2022

Oct 24, 2022

BUY
$135.94 - $164.63 $1.14 Million - $1.38 Million
8,402 Added 37.24%
30,961 $4.45 Million
Q2 2022

Jul 28, 2022

BUY
$142.43 - $181.13 $1.93 Million - $2.45 Million
13,538 Added 150.07%
22,559 $3.27 Million
Q1 2022

May 04, 2022

SELL
$119.26 - $170.9 $7,036 - $10,083
-59 Reduced 0.65%
9,021 $1.47 Million
Q4 2021

Feb 08, 2022

SELL
$104.33 - $118.79 $30,673 - $34,924
-294 Reduced 3.14%
9,080 $1.07 Million
Q3 2021

Nov 10, 2021

SELL
$94.29 - $106.21 $23,383 - $26,340
-248 Reduced 2.58%
9,374 $951,000
Q2 2021

Aug 09, 2021

BUY
$100.95 - $110.81 $32,102 - $35,237
318 Added 3.42%
9,622 $1.01 Million
Q1 2021

May 07, 2021

SELL
$84.71 - $111.56 $21,262 - $28,001
-251 Reduced 2.63%
9,304 $975,000
Q4 2020

Feb 04, 2021

SELL
$66.88 - $95.62 $430,640 - $615,697
-6,439 Reduced 40.26%
9,555 $807,000
Q3 2020

Nov 04, 2020

SELL
$71.8 - $91.39 $368,334 - $468,830
-5,130 Reduced 24.29%
15,994 $1.15 Million
Q2 2020

Jul 30, 2020

SELL
$68.56 - $103.24 $158,167 - $238,174
-2,307 Reduced 9.85%
21,124 $1.89 Million
Q1 2020

May 11, 2020

SELL
$54.22 - $121.43 $35,622 - $79,779
-657 Reduced 2.73%
23,431 $1.7 Million
Q4 2019

Feb 05, 2020

BUY
$111.71 - $122.28 $103,443 - $113,231
926 Added 4.0%
24,088 $2.9 Million
Q3 2019

Nov 06, 2019

BUY
$115.18 - $126.54 $368,921 - $405,307
3,203 Added 16.05%
23,162 $2.75 Million
Q2 2019

Aug 01, 2019

BUY
$113.85 - $126.68 $252,860 - $281,356
2,221 Added 12.52%
19,959 $2.48 Million
Q1 2019

May 06, 2019

BUY
$108.57 - $125.88 $88,701 - $102,843
817 Added 4.83%
17,738 $2.19 Million
Q4 2018

Feb 11, 2019

SELL
$100.99 - $126.82 $48,475 - $60,873
-480 Reduced 2.76%
16,921 $1.84 Million
Q3 2018

Oct 30, 2018

BUY
$114.48 - $127.83 $236,057 - $263,585
2,062 Added 13.44%
17,401 $2.13 Million
Q2 2018

Jul 30, 2018

BUY
$112.24 - $130.39 $38,722 - $44,984
345 Added 2.3%
15,339 $1.94 Million
Q1 2018

May 07, 2018

BUY
$109.06 - $133.6 $1.07 Million - $1.31 Million
9,813 Added 189.4%
14,994 $1.71 Million
Q4 2017

Jan 30, 2018

SELL
$113.54 - $125.98 $56,883 - $63,115
-501 Reduced 8.82%
5,181 $649,000
Q3 2017

Oct 26, 2017

BUY
$105.78 - $117.99 $601,041 - $670,419
5,682
5,682 $668,000

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 $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
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP 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 Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.