A detailed history of One Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,327 shares of CVX stock, worth $522,106. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,327
Previous 3,323 0.12%
Holding current value
$522,106
Previous $519,000 5.78%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$137.88 - $161.97 $551 - $647
4 Added 0.12%
3,327 $489,000
Q2 2024

Aug 13, 2024

SELL
$152.57 - $166.33 $5,645 - $6,154
-37 Reduced 1.1%
3,323 $519,000
Q1 2024

Apr 15, 2024

BUY
$141.82 - $157.74 $13,189 - $14,669
93 Added 2.85%
3,360 $530,000
Q4 2023

Feb 13, 2024

SELL
$141.77 - $169.1 $5,812 - $6,933
-41 Reduced 1.24%
3,267 $487,000
Q3 2023

Nov 01, 2023

BUY
$152.88 - $171.04 $5,350 - $5,986
35 Added 1.07%
3,308 $557,000
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $26,207 - $30,004
174 Added 5.61%
3,273 $515,000
Q1 2023

May 15, 2023

BUY
$152.34 - $187.79 $50,881 - $62,721
334 Added 12.08%
3,099 $505,000
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $3,489 - $4,325
23 Added 0.84%
2,765 $496,000
Q3 2022

Nov 14, 2022

BUY
$135.94 - $164.63 $115,820 - $140,264
852 Added 45.08%
2,742 $394,000
Q2 2022

Aug 15, 2022

SELL
$142.43 - $181.13 $3,275 - $4,165
-23 Reduced 1.2%
1,890 $274,000
Q1 2022

May 16, 2022

BUY
$119.26 - $170.9 $18,723 - $26,831
157 Added 8.94%
1,913 $311,000
Q4 2021

Feb 14, 2022

SELL
$104.33 - $118.79 $31,194 - $35,518
-299 Reduced 14.55%
1,756 $206,000
Q3 2021

Nov 15, 2021

BUY
$94.29 - $106.21 $193,765 - $218,261
2,055 New
2,055 $208,000
Q2 2019

Aug 14, 2019

SELL
$113.85 - $126.68 $17,191 - $19,128
-151 Closed
0 $0
Q1 2019

May 15, 2019

BUY
$108.57 - $125.88 $16,394 - $19,007
151 New
151 $19,000
Q4 2018

Feb 15, 2019

SELL
$100.99 - $126.82 $15,754 - $19,783
-156 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
$114.48 - $127.83 $2,060 - $2,300
18 Added 13.04%
156 $19,000
Q1 2018

May 15, 2018

BUY
$109.06 - $133.6 $436 - $534
4 Added 2.99%
138 $16,000
Q4 2017

Feb 14, 2018

BUY
$113.54 - $125.98 $15,214 - $16,881
134
134 $17,000

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 $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 One Wealth Advisors, LLC Portfolio

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

News

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