A detailed history of Morris Retirement Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,758 shares of CVX stock, worth $445,196. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,758
Previous 2,880 4.24%
Holding current value
$445,196
Previous $450,000 9.78%
% of portfolio
0.23%
Previous 0.26%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $316B
  • 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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