A detailed history of Octavia Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,638 shares of CVX stock, worth $910,085. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,638
Previous 5,217 8.07%
Holding current value
$910,085
Previous $816,000 1.72%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 10, 2024

BUY
$137.88 - $161.97 $58,047 - $68,189
421 Added 8.07%
5,638 $830,000
Q2 2024

Aug 01, 2024

BUY
$152.57 - $166.33 $45,923 - $50,065
301 Added 6.12%
5,217 $816,000
Q1 2024

Apr 15, 2024

SELL
$141.82 - $157.74 $47,935 - $53,316
-338 Reduced 6.43%
4,916 $775,000
Q4 2023

Jan 30, 2024

BUY
$141.77 - $169.1 $9,640 - $11,498
68 Added 1.31%
5,254 $783,000
Q3 2023

Oct 30, 2023

BUY
$152.88 - $171.04 $138,203 - $154,620
904 Added 21.11%
5,186 $874,000
Q2 2023

Jul 18, 2023

BUY
$150.62 - $172.44 $55,578 - $63,630
369 Added 9.43%
4,282 $673,000
Q1 2023

Apr 20, 2023

SELL
$152.34 - $187.79 $11,882 - $14,647
-78 Reduced 1.95%
3,913 $638,000
Q4 2022

Jan 19, 2023

SELL
$151.73 - $188.05 $37,780 - $46,824
-249 Reduced 5.87%
3,991 $0
Q3 2022

Oct 17, 2022

SELL
$135.94 - $164.63 $11,962 - $14,487
-88 Reduced 2.03%
4,240 $609,000
Q2 2022

Jul 18, 2022

SELL
$142.43 - $181.13 $40,877 - $51,984
-287 Reduced 6.22%
4,328 $628,000
Q1 2022

Apr 20, 2022

SELL
$119.26 - $170.9 $109,838 - $157,398
-921 Reduced 16.64%
4,615 $751,000
Q4 2021

Jan 28, 2022

BUY
$104.33 - $118.79 $92,645 - $105,485
888 Added 19.1%
5,536 $650,000
Q3 2021

Nov 12, 2021

SELL
$94.29 - $106.21 $30,361 - $34,199
-322 Reduced 6.48%
4,648 $471,000
Q2 2021

Jul 26, 2021

BUY
$100.95 - $110.81 $77,125 - $84,658
764 Added 18.16%
4,970 $521,000
Q1 2021

May 10, 2021

BUY
$84.71 - $111.56 $45,235 - $59,573
534 Added 14.54%
4,206 $441,000
Q4 2020

Feb 12, 2021

BUY
$66.88 - $95.62 $245,583 - $351,116
3,672 New
3,672 $310,000

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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.