A detailed history of Modera Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 28,615 shares of CVX stock, worth $4.55 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,615
Previous 29,701 3.66%
Holding current value
$4.55 Million
Previous $4.43 Million 1.87%
% of portfolio
0.07%
Previous 0.07%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$141.82 - $157.74 $154,016 - $171,305
-1,086 Reduced 3.66%
28,615 $4.51 Million
Q4 2023

Feb 14, 2024

SELL
$141.77 - $169.1 $87,897 - $104,842
-620 Reduced 2.04%
29,701 $4.43 Million
Q3 2023

Nov 01, 2023

SELL
$152.88 - $171.04 $138,509 - $154,962
-906 Reduced 2.9%
30,321 $5.11 Million
Q2 2023

Aug 07, 2023

BUY
$150.62 - $172.44 $3.46 Million - $3.96 Million
22,974 Added 278.37%
31,227 $4.91 Million
Q1 2023

May 05, 2023

SELL
$152.34 - $187.79 $19,499 - $24,037
-128 Reduced 1.53%
8,253 $1.35 Million
Q4 2022

Feb 07, 2023

SELL
$151.73 - $188.05 $18,055 - $22,377
-119 Reduced 1.4%
8,381 $1.5 Million
Q3 2022

Nov 01, 2022

SELL
$135.94 - $164.63 $80,884 - $97,954
-595 Reduced 6.54%
8,500 $1.22 Million
Q2 2022

Jul 27, 2022

BUY
$142.43 - $181.13 $18,088 - $23,003
127 Added 1.42%
9,095 $1.32 Million
Q1 2022

May 03, 2022

BUY
$119.26 - $170.9 $105,306 - $150,904
883 Added 10.92%
8,968 $1.46 Million
Q4 2021

Feb 04, 2022

BUY
$104.33 - $118.79 $195,410 - $222,493
1,873 Added 30.15%
8,085 $949,000
Q3 2021

Nov 04, 2021

BUY
$94.29 - $106.21 $39,601 - $44,608
420 Added 7.25%
6,212 $630,000
Q2 2021

Aug 02, 2021

BUY
$100.95 - $110.81 $1,211 - $1,329
12 Added 0.21%
5,792 $607,000
Q1 2021

Apr 29, 2021

SELL
$84.71 - $111.56 $98,263 - $129,409
-1,160 Reduced 16.71%
5,780 $606,000
Q4 2020

Feb 11, 2021

BUY
$66.88 - $95.62 $207,863 - $297,186
3,108 Added 81.11%
6,940 $586,000
Q3 2020

Nov 12, 2020

SELL
$71.8 - $91.39 $303,355 - $386,122
-4,225 Reduced 52.44%
3,832 $276,000
Q2 2020

Aug 12, 2020

BUY
$68.56 - $103.24 $2,056 - $3,097
30 Added 0.37%
8,057 $719,000
Q1 2020

May 12, 2020

BUY
$54.22 - $121.43 $182,396 - $408,490
3,364 Added 72.14%
8,027 $582,000
Q4 2019

Feb 05, 2020

SELL
$111.71 - $122.28 $41,444 - $45,365
-371 Reduced 7.37%
4,663 $562,000
Q2 2019

Aug 07, 2019

BUY
$113.85 - $126.68 $97,341 - $108,311
855 Added 20.46%
5,034 $626,000
Q1 2019

May 13, 2019

SELL
$108.57 - $125.88 $290,750 - $337,106
-2,678 Reduced 39.05%
4,179 $515,000
Q4 2018

Feb 14, 2019

BUY
$100.99 - $126.82 $3,029 - $3,804
30 Added 0.44%
6,857 $746,000
Q3 2018

Nov 13, 2018

BUY
$114.48 - $127.83 $1,717 - $1,917
15 Added 0.22%
6,827 $835,000
Q2 2018

Aug 10, 2018

BUY
$112.24 - $130.39 $366,688 - $425,984
3,267 Added 92.16%
6,812 $861,000
Q1 2018

May 10, 2018

BUY
$109.06 - $133.6 $11,887 - $14,562
109 Added 3.17%
3,545 $404,000
Q4 2017

Feb 05, 2018

SELL
$113.54 - $125.98 $30,542 - $33,888
-269 Reduced 7.26%
3,436 $430,000
Q3 2017

Nov 14, 2017

SELL
$105.78 - $117.99 $4,019 - $4,483
-38 Reduced 1.02%
3,705 $435,000
Q2 2017

Aug 10, 2017

BUY
N/A
3,743
3,743 $391,000

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 $312B
  • 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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