A detailed history of Monterey Private Wealth, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,419 shares of CVX stock, worth $681,984. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,419
Previous 4,396 0.52%
Holding current value
$681,984
Previous $655,000 6.41%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Apr 09, 2024

BUY
$141.82 - $157.74 $3,261 - $3,628
23 Added 0.52%
4,419 $697,000
Q4 2023

Jan 12, 2024

SELL
$141.77 - $169.1 $5,954 - $7,102
-42 Reduced 0.95%
4,396 $655,000
Q3 2023

Oct 10, 2023

SELL
$152.88 - $171.04 $25,530 - $28,563
-167 Reduced 3.63%
4,438 $748,000
Q2 2023

Jul 11, 2023

SELL
$150.62 - $172.44 $90,221 - $103,291
-599 Reduced 11.51%
4,605 $724,000
Q1 2023

Apr 06, 2023

SELL
$152.34 - $187.79 $10,968 - $13,520
-72 Reduced 1.36%
5,204 $849,000
Q4 2022

Jan 20, 2023

SELL
$151.73 - $188.05 $5,310 - $6,581
-35 Reduced 0.66%
5,276 $0
Q3 2022

Oct 11, 2022

SELL
$135.94 - $164.63 $96,517 - $116,887
-710 Reduced 11.79%
5,311 $769,000
Q2 2022

Jul 13, 2022

BUY
$142.43 - $181.13 $24,497 - $31,154
172 Added 2.94%
6,021 $872,000
Q1 2022

Apr 08, 2022

SELL
$119.26 - $170.9 $25,283 - $36,230
-212 Reduced 3.5%
5,849 $968,000
Q4 2021

Jan 18, 2022

SELL
$104.33 - $118.79 $40,167 - $45,734
-385 Reduced 5.97%
6,061 $711,000
Q3 2021

Oct 08, 2021

BUY
$94.29 - $106.21 $6,694 - $7,540
71 Added 1.11%
6,446 $682,000
Q2 2021

Aug 30, 2021

BUY
$100.95 - $110.81 $46,134 - $50,640
457 Added 7.72%
6,375 $668,000
Q1 2021

Apr 28, 2021

BUY
$84.71 - $111.56 $43,117 - $56,784
509 Added 9.41%
5,918 $601,000
Q4 2020

Feb 16, 2021

BUY
$66.88 - $95.62 $50,761 - $72,575
759 Added 16.32%
5,409 $457,000
Q4 2020

Feb 11, 2021

SELL
$66.88 - $95.62 $49,691 - $71,045
-743 Reduced 13.78%
4,650 $335,000
Q3 2020

Feb 24, 2021

BUY
$71.8 - $91.39 $1,292 - $1,645
18 Added 0.33%
5,393 $388,000
Q2 2020

Feb 24, 2021

SELL
$68.56 - $103.24 $548 - $825
-8 Reduced 0.15%
5,375 $480,000
Q1 2020

Feb 24, 2021

SELL
$54.22 - $121.43 $31,393 - $70,307
-579 Reduced 9.71%
5,383 $390,000
Q4 2019

Feb 24, 2021

BUY
$111.71 - $122.28 $666,015 - $729,033
5,962 New
5,962 $718,000

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 $302B
  • 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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