A detailed history of Monograph Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 2,370 shares of CVX stock, worth $357,206. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,370
Previous 3,070 22.8%
Holding current value
$357,206
Previous $484,000 23.55%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 14, 2024

SELL
$152.57 - $166.33 $106,799 - $116,431
-700 Reduced 22.8%
2,370 $370,000
Q1 2024

May 14, 2024

SELL
$141.82 - $157.74 $92,041 - $102,373
-649 Reduced 17.45%
3,070 $484,000
Q4 2023

Feb 14, 2024

SELL
$141.77 - $169.1 $809,506 - $965,561
-5,710 Reduced 60.56%
3,719 $554,000
Q3 2023

Nov 15, 2023

BUY
$152.88 - $171.04 $435,860 - $487,635
2,851 Added 43.34%
9,429 $1.59 Million
Q1 2023

May 09, 2023

SELL
$152.34 - $187.79 $789,578 - $973,315
-5,183 Reduced 44.07%
6,578 $1.07 Million
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $188,600 - $233,746
1,243 Added 11.82%
11,761 $2.11 Million
Q3 2022

Nov 15, 2022

BUY
$135.94 - $164.63 $1.43 Million - $1.73 Million
10,518 New
10,518 $1.51 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 $295B
  • 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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