A detailed history of Marotta Asset Management transactions in Chevron Corp stock. As of the latest transaction made, Marotta Asset Management holds 2,323 shares of CVX stock, worth $355,581. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,323
Previous 2,380 2.39%
Holding current value
$355,581
Previous $372,000 8.06%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 03, 2024

SELL
$137.88 - $161.97 $7,859 - $9,232
-57 Reduced 2.39%
2,323 $342,000
Q2 2024

Jul 17, 2024

BUY
$152.57 - $166.33 $95,356 - $103,956
625 Added 35.61%
2,380 $372,000
Q4 2023

Jan 03, 2024

BUY
$141.77 - $169.1 $2,268 - $2,705
16 Added 0.92%
1,755 $261,000
Q3 2023

Oct 11, 2023

SELL
$152.88 - $171.04 $14,064 - $15,735
-92 Reduced 5.02%
1,739 $293,000
Q2 2023

Jul 05, 2023

SELL
$150.62 - $172.44 $1,054 - $1,207
-7 Reduced 0.38%
1,831 $288,000
Q4 2022

Jan 03, 2023

BUY
$151.73 - $188.05 $1,062 - $1,316
7 Added 0.38%
1,838 $0
Q2 2022

Jul 21, 2022

SELL
$142.43 - $181.13 $6,266 - $7,969
-44 Reduced 2.35%
1,831 $265,000
Q1 2022

Apr 08, 2022

BUY
$119.26 - $170.9 $223,612 - $320,437
1,875 New
1,875 $305,000
Q4 2020

Jan 07, 2021

SELL
$66.88 - $95.62 $214,350 - $306,462
-3,205 Closed
0 $0
Q3 2020

Oct 06, 2020

SELL
$71.8 - $91.39 $175,838 - $223,814
-2,449 Reduced 43.31%
3,205 $230,000
Q2 2020

Jul 06, 2020

SELL
$68.56 - $103.24 $8,912 - $13,421
-130 Reduced 2.25%
5,654 $504,000
Q1 2020

Apr 02, 2020

SELL
$54.22 - $121.43 $5,150 - $11,535
-95 Reduced 1.62%
5,784 $419,000
Q4 2019

Feb 04, 2020

BUY
$111.71 - $122.28 $656,743 - $718,884
5,879 New
5,879 $708,000

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 $300B
  • 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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