A detailed history of Martel Wealth Advisors Inc transactions in Chevron Corp stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,830 shares of CVX stock, worth $263,666. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,830
Previous 1,830 -0.0%
Holding current value
$263,666
Previous $286 Million 3.63%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 09, 2024

BUY
$152.57 - $166.33 $19,071 - $20,791
125 Added 7.33%
1,830 $286 Million
Q1 2024

Oct 09, 2024

SELL
$141.82 - $157.74 $3,261 - $3,628
-23 Reduced 1.33%
1,705 $269 Million
Q4 2023

Oct 09, 2024

BUY
$141.77 - $169.1 $244,978 - $292,204
1,728 New
1,728 $258 Million
Q2 2019

Oct 18, 2024

SELL
$113.85 - $126.68 $222,918 - $248,039
-1,958 Closed
0 $0
Q3 2018

Oct 18, 2024

BUY
$114.48 - $127.83 $14,653 - $16,362
128 Added 6.99%
1,958 $239 Million

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 $282B
  • 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 Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc 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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.