A detailed history of Montz Harcus Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,943 shares of CVX stock, worth $445,069. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,943
Previous 2,880 2.19%
Holding current value
$445,069
Previous $454,000 1.32%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Jul 19, 2024

BUY
$152.57 - $166.33 $9,611 - $10,478
63 Added 2.19%
2,943 $460,000
Q1 2024

May 07, 2024

BUY
$141.82 - $157.74 $64,244 - $71,456
453 Added 18.67%
2,880 $454,000
Q4 2023

Jan 22, 2024

BUY
$141.77 - $169.1 $18,571 - $22,152
131 Added 5.71%
2,427 $362,000
Q3 2023

Nov 14, 2023

BUY
$152.88 - $171.04 $917 - $1,026
6 Added 0.26%
2,296 $387,000
Q2 2023

Jul 21, 2023

BUY
$150.62 - $172.44 $9,037 - $10,346
60 Added 2.69%
2,290 $360,000
Q1 2023

Apr 25, 2023

BUY
$152.34 - $187.79 $1,523 - $1,877
10 Added 0.45%
2,230 $363,000
Q4 2022

Jan 20, 2023

BUY
$151.73 - $188.05 $1,062 - $1,316
7 Added 0.32%
2,220 $0
Q3 2022

Nov 02, 2022

SELL
$135.94 - $164.63 $1,767 - $2,140
-13 Reduced 0.58%
2,213 $318,000
Q2 2022

Jul 18, 2022

BUY
$142.43 - $181.13 $997 - $1,267
7 Added 0.32%
2,226 $322,000
Q1 2022

May 05, 2022

BUY
$119.26 - $170.9 $9,421 - $13,501
79 Added 3.69%
2,219 $361,000
Q4 2021

Mar 24, 2022

BUY
$104.33 - $118.79 $223,266 - $254,210
2,140 New
2,140 $251,000

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 $296B
  • 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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