Morris Retirement Advisors, LLC Chevron Corp Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,673 shares of CVX stock, worth $418,083. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,673

Previous 2,758 3.08%

Holding current value

$418,083

Previous $406,000 4.68%

% of portfolio

0.21%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$141.15 - $162.53 $11,997 - $13,815	-85 Reduced 3.08%	2,673 $387,000
Q3 2024 Oct 03, 2024	SELL	$137.88 - $161.97 $16,821 - $19,760	-122 Reduced 4.24%	2,758 $406,000
Q2 2024 Aug 06, 2024	BUY	$152.57 - $166.33 $144,636 - $157,680	948 Added 49.07%	2,880 $450,000
Q1 2024 May 03, 2024	BUY	$141.82 - $157.74 $2,978 - $3,312	21 Added 1.1%	1,932 $304,000
Q4 2023 Feb 12, 2024	SELL	$141.77 - $169.1 $366,050 - $436,616	-2,582 Reduced 57.47%	1,911 $285,000
Q3 2023 Nov 08, 2023	SELL	$152.88 - $171.04 $68,796 - $76,968	-450 Reduced 9.1%	4,493 $757,000
Q2 2023 Jul 17, 2023	BUY	$150.62 - $172.44 $17,471 - $20,003	116 Added 2.4%	4,943 $777,000
Q1 2023 Apr 13, 2023	BUY	$152.34 - $187.79 $8,683 - $10,704	57 Added 1.19%	4,827 $787,000
Q4 2022 Feb 02, 2023	SELL	$151.73 - $188.05 $104,541 - $129,566	-689 Reduced 12.62%	4,770 $856,000
Q3 2022 Oct 14, 2022	BUY	$135.94 - $164.63 $59,133 - $71,614	435 Added 8.66%	5,459 $858,000
Q2 2022 Aug 08, 2022	SELL	$142.43 - $181.13 $470,161 - $597,910	-3,301 Reduced 39.65%	5,024 $727,000
Q1 2022 May 10, 2022	BUY	$119.26 - $170.9 $222,658 - $319,070	1,867 Added 28.91%	8,325 $1.36 Million
Q4 2021 Feb 02, 2022	BUY	$104.33 - $118.79 $141,680 - $161,316	1,358 Added 26.63%	6,458 $758,000
Q3 2021 Oct 28, 2021	BUY	$94.29 - $106.21 $77,317 - $87,092	820 Added 19.16%	5,100 $517,000
Q2 2021 Jul 29, 2021	BUY	$100.95 - $110.81 $432,066 - $474,266	4,280 New	4,280 $448,000

Others Institutions Holding CVX

# of Institutions

3,877

Shares Held

1.32B

Call Options Held

19M

Put Options Held

20.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $306B
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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Morris Retirement Advisors, LLC Chevron Corp Transaction History