A detailed history of Oakwell Private Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 1,512 shares of CVX stock, worth $238,654. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,512
Previous 1,490 1.48%
Holding current value
$238,654
Previous $222,000 7.21%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 25, 2024

BUY
$141.82 - $157.74 $3,120 - $3,470
22 Added 1.48%
1,512 $238,000
Q3 2023

Oct 30, 2023

SELL
$152.88 - $171.04 $3,516 - $3,933
-23 Reduced 1.52%
1,490 $251,000
Q2 2023

Jul 26, 2023

BUY
$150.62 - $172.44 $13,254 - $15,174
88 Added 6.18%
1,513 $238,000
Q1 2023

May 04, 2023

BUY
$152.34 - $187.79 $6,550 - $8,074
43 Added 3.11%
1,425 $232,000
Q4 2022

Feb 01, 2023

SELL
$151.73 - $188.05 $2,731 - $3,384
-18 Reduced 1.29%
1,382 $248,000
Q3 2022

Oct 27, 2022

SELL
$135.94 - $164.63 $1,767 - $2,140
-13 Reduced 0.92%
1,400 $201,000
Q2 2022

Aug 03, 2022

BUY
$142.43 - $181.13 $201,253 - $255,936
1,413 New
1,413 $205,000

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 $309B
  • 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 Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, 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 Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.