A detailed history of Moss Adams Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 5,411 shares of CVX stock, worth $847,957. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,411
Previous 5,337 1.39%
Holding current value
$847,957
Previous $796 Million 7.22%
% of portfolio
0.14%
Previous 0.17%

Shares

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

May 07, 2024

BUY
$141.82 - $157.74 $10,494 - $11,672
74 Added 1.39%
5,411 $854 Million
Q4 2023

Feb 06, 2024

BUY
$141.77 - $169.1 $186,002 - $221,859
1,312 Added 32.6%
5,337 $796 Million
Q3 2023

Dec 20, 2023

SELL
$152.88 - $171.04 $52,590 - $58,837
-344 Reduced 7.87%
4,025 $679 Million
Q2 2023

Dec 20, 2023

BUY
$150.62 - $172.44 $19,881 - $22,762
132 Added 3.12%
4,369 $687 Million
Q1 2023

Dec 20, 2023

SELL
$152.34 - $187.79 $1,980 - $2,441
-13 Reduced 0.31%
4,237 $691 Million
Q4 2022

Dec 20, 2023

BUY
$151.73 - $188.05 $644,852 - $799,212
4,250 New
4,250 $763 Million

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 $307B
  • 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
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.