A detailed history of Mount Yale Investment Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 11,021 shares of CVX stock, worth $1.78 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,021
Previous 20,457 46.13%
Holding current value
$1.78 Million
Previous $3.2 Million 49.3%
% of portfolio
0.16%
Previous 0.26%

Shares

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

Oct 23, 2024

SELL
$137.88 - $161.97 $1.3 Million - $1.53 Million
-9,436 Reduced 46.13%
11,021 $1.62 Million
Q2 2024

Aug 13, 2024

BUY
$152.57 - $166.33 $2,746 - $2,993
18 Added 0.09%
20,457 $3.2 Million
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $1.37 Million - $1.52 Million
9,655 Added 89.53%
20,439 $3.22 Million
Q4 2023

Feb 12, 2024

BUY
$141.77 - $169.1 $26,936 - $32,129
190 Added 1.79%
10,784 $1.61 Million
Q3 2023

Oct 11, 2023

BUY
$152.88 - $171.04 $29,047 - $32,497
190 Added 1.83%
10,594 $1.79 Million
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $1.37 Million - $1.57 Million
9,128 Added 715.36%
10,404 $1.64 Million
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $23,003 - $28,356
151 Added 13.42%
1,276 $208,000
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $170,696 - $211,556
1,125 New
1,125 $201,000
Q4 2021

Feb 02, 2022

SELL
$104.33 - $118.79 $219,927 - $250,409
-2,108 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$94.29 - $106.21 $198,763 - $223,890
2,108 New
2,108 $214,000
Q3 2020

Nov 16, 2020

SELL
$71.8 - $91.39 $199,316 - $253,698
-2,776 Closed
0 $0
Q2 2020

Jul 09, 2020

BUY
$68.56 - $103.24 $190,322 - $286,594
2,776 New
2,776 $248,000
Q1 2020

May 04, 2020

SELL
$54.22 - $121.43 $164,557 - $368,540
-3,035 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$111.71 - $122.28 $35,747 - $39,129
-320 Reduced 9.54%
3,035 $325,000
Q3 2019

Nov 14, 2019

SELL
$115.18 - $126.54 $84,311 - $92,627
-732 Reduced 17.91%
3,355 $406,000
Q2 2019

Aug 13, 2019

SELL
$113.85 - $126.68 $49,980 - $55,612
-439 Reduced 9.7%
4,087 $487,000
Q1 2019

May 15, 2019

SELL
$108.57 - $125.88 $47,662 - $55,261
-439 Reduced 8.84%
4,526 $557,000
Q4 2018

Feb 14, 2019

SELL
$100.99 - $126.82 $72,813 - $91,437
-721 Reduced 12.68%
4,965 $581,000
Q3 2018

Nov 13, 2018

BUY
$114.48 - $127.83 $45,563 - $50,876
398 Added 7.53%
5,686 $687,000
Q2 2018

Aug 22, 2018

BUY
$112.24 - $130.39 $80,139 - $93,098
714 Added 15.61%
5,288 $669,000
Q1 2018

Jun 25, 2018

BUY
$109.06 - $133.6 $498,840 - $611,086
4,574 New
4,574 $522,000

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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