A detailed history of Montis Financial, LLC transactions in Chevron Corp stock. As of the latest transaction made, Montis Financial, LLC holds 1,478 shares of CVX stock, worth $211,132. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,478
Previous 1,460 1.23%
Holding current value
$211,132
Previous $228,000 4.82%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 10, 2024

BUY
$137.88 - $161.97 $2,481 - $2,915
18 Added 1.23%
1,478 $217,000
Q2 2024

Aug 07, 2024

SELL
$152.57 - $166.33 $18,460 - $20,125
-121 Reduced 7.65%
1,460 $228,000
Q1 2024

Apr 16, 2024

SELL
$141.82 - $157.74 $16,451 - $18,297
-116 Reduced 6.84%
1,581 $249,000
Q4 2023

Feb 06, 2024

SELL
$141.77 - $169.1 $15,594 - $18,601
-110 Reduced 6.09%
1,697 $253,000
Q3 2023

Oct 31, 2023

BUY
$152.88 - $171.04 $31,034 - $34,721
203 Added 12.66%
1,807 $304,000
Q2 2023

Jul 31, 2023

SELL
$150.62 - $172.44 $10,392 - $11,898
-69 Reduced 4.12%
1,604 $252,000
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $457 - $563
3 Added 0.18%
1,673 $272,000
Q4 2022

Feb 01, 2023

BUY
$151.73 - $188.05 $303 - $376
2 Added 0.12%
1,670 $299,000
Q3 2022

Oct 25, 2022

BUY
$135.94 - $164.63 $407 - $493
3 Added 0.18%
1,668 $240,000
Q2 2022

Jul 27, 2022

SELL
$142.43 - $181.13 $1,566 - $1,992
-11 Reduced 0.66%
1,665 $241,000
Q1 2022

May 02, 2022

SELL
$119.26 - $170.9 $249,730 - $357,864
-2,094 Reduced 55.54%
1,676 $273,000
Q4 2021

Jan 24, 2022

BUY
$104.33 - $118.79 $393,324 - $447,838
3,770 New
3,770 $442,000

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 $280B
  • 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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