A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Chevron Corp stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 745 shares of CVX stock, worth $120,190. This represents 0.06% of its overall portfolio holdings.

Number of Shares
745
Previous 745 -0.0%
Holding current value
$120,190
Previous $116,000 6.03%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$152.57 - $166.33 $6,865 - $7,484
45 Added 6.43%
745 $116,000
Q1 2024

May 10, 2024

SELL
$141.82 - $157.74 $14,182 - $15,774
-100 Reduced 12.5%
700 $110,000
Q2 2023

Aug 10, 2023

BUY
$150.62 - $172.44 $30,124 - $34,488
200 Added 33.33%
800 $125,000
Q1 2022

May 12, 2022

SELL
$119.26 - $170.9 $8,348 - $11,963
-70 Reduced 10.45%
600 $98,000
Q2 2021

Aug 12, 2021

SELL
$100.95 - $110.81 $23,218 - $25,486
-230 Reduced 25.56%
670 $70,000
Q1 2021

May 11, 2021

BUY
$84.71 - $111.56 $25,412 - $33,468
300 Added 50.0%
900 $94,000
Q4 2020

Feb 11, 2021

BUY
$66.88 - $95.62 $3,344 - $4,781
50 Added 9.09%
600 $51,000
Q3 2020

Nov 12, 2020

SELL
$71.8 - $91.39 $517,534 - $658,739
-7,208 Reduced 92.91%
550 $40,000
Q2 2020

Aug 10, 2020

BUY
$68.56 - $103.24 $243,799 - $367,121
3,556 Added 84.63%
7,758 $692,000
Q1 2020

May 07, 2020

BUY
$54.22 - $121.43 $219,699 - $492,034
4,052 Added 2701.33%
4,202 $304,000
Q4 2019

Feb 10, 2020

BUY
$111.71 - $122.28 $16,756 - $18,342
150 New
150 $18,000
Q4 2018

Feb 11, 2019

SELL
$100.99 - $126.82 $113,916 - $143,052
-1,128 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$114.48 - $127.83 $89,065 - $99,451
778 Added 222.29%
1,128 $138,000
Q3 2017

Nov 09, 2017

BUY
$105.78 - $117.99 $37,023 - $41,296
350
350 $41,000

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
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