A detailed history of Optimum Investment Advisors transactions in Chevron Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 5,492 shares of CVX stock, worth $784,532. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,492
Previous 5,867 6.39%
Holding current value
$784,532
Previous $917,000 11.89%
% of portfolio
0.36%
Previous 0.42%

Shares

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

Oct 16, 2024

SELL
$137.88 - $161.97 $51,705 - $60,738
-375 Reduced 6.39%
5,492 $808,000
Q2 2024

Jul 12, 2024

SELL
$152.57 - $166.33 $18,308 - $19,959
-120 Reduced 2.0%
5,867 $917,000
Q1 2024

Apr 11, 2024

BUY
$141.82 - $157.74 $14,323 - $15,931
101 Added 1.72%
5,987 $944,000
Q4 2023

Jan 08, 2024

SELL
$141.77 - $169.1 $99,097 - $118,200
-699 Reduced 10.62%
5,886 $877,000
Q3 2023

Oct 13, 2023

SELL
$152.88 - $171.04 $51,826 - $57,982
-339 Reduced 4.9%
6,585 $1.11 Million
Q2 2023

Aug 03, 2023

SELL
$150.62 - $172.44 $14,911 - $17,071
-99 Reduced 1.41%
6,924 $1.09 Million
Q1 2023

May 03, 2023

BUY
$152.34 - $187.79 $30,620 - $37,745
201 Added 2.95%
7,023 $1.15 Million
Q4 2022

Jan 05, 2023

SELL
$151.73 - $188.05 $107,576 - $133,327
-709 Reduced 9.41%
6,822 $0
Q3 2022

Oct 24, 2022

BUY
$135.94 - $164.63 $13,729 - $16,627
101 Added 1.36%
7,531 $1.08 Million
Q2 2022

Jul 12, 2022

SELL
$142.43 - $181.13 $10,682 - $13,584
-75 Reduced 1.0%
7,430 $1.08 Million
Q4 2021

Mar 17, 2022

BUY
$104.33 - $118.79 $15,127 - $17,224
145 Added 1.97%
7,505 $881,000
Q3 2021

Oct 22, 2021

SELL
$94.29 - $106.21 $224,693 - $253,098
-2,383 Reduced 24.46%
7,360 $747,000
Q2 2021

Aug 02, 2021

SELL
$100.95 - $110.81 $22,410 - $24,599
-222 Reduced 2.23%
9,743 $1.02 Million
Q1 2021

Apr 15, 2021

SELL
$84.71 - $111.56 $43,202 - $56,895
-510 Reduced 4.87%
9,965 $1.04 Million
Q4 2020

Jan 21, 2021

SELL
$66.88 - $95.62 $188,735 - $269,839
-2,822 Reduced 21.22%
10,475 $885,000
Q3 2020

Oct 06, 2020

SELL
$71.8 - $91.39 $114,521 - $145,767
-1,595 Reduced 10.71%
13,297 $957,000
Q2 2020

Jul 16, 2020

SELL
$68.56 - $103.24 $31,331 - $47,180
-457 Reduced 2.98%
14,892 $1.33 Million
Q1 2020

Apr 21, 2020

SELL
$54.22 - $121.43 $95,264 - $213,352
-1,757 Reduced 10.27%
15,349 $1.11 Million
Q4 2019

Jan 22, 2020

SELL
$111.71 - $122.28 $128,466 - $140,622
-1,150 Reduced 6.3%
17,106 $2.06 Million
Q3 2019

Oct 17, 2019

BUY
$115.18 - $126.54 $64,961 - $71,368
564 Added 3.19%
18,256 $2.17 Million
Q2 2019

Jul 29, 2019

SELL
$113.85 - $126.68 $118,973 - $132,380
-1,045 Reduced 5.58%
17,692 $2.2 Million
Q1 2019

May 03, 2019

SELL
$108.57 - $125.88 $58,084 - $67,345
-535 Reduced 2.78%
18,737 $2.31 Million
Q4 2018

Feb 04, 2019

SELL
$100.99 - $126.82 $45,950 - $57,703
-455 Reduced 2.31%
19,272 $2.1 Million
Q3 2018

Oct 05, 2018

BUY
$114.48 - $127.83 $15,454 - $17,257
135 Added 0.69%
19,727 $2.41 Million
Q2 2018

Oct 05, 2018

SELL
$112.24 - $130.39 $43,212 - $50,200
-385 Reduced 1.93%
19,592 $2.48 Million
Q1 2018

May 09, 2018

SELL
$109.06 - $133.6 $2,181 - $2,672
-20 Reduced 0.1%
19,977 $2.28 Million
Q4 2017

Jan 16, 2018

BUY
$113.54 - $125.98 $22,140 - $24,566
195 Added 0.98%
19,997 $2.5 Million
Q3 2017

Nov 21, 2017

BUY
$105.78 - $117.99 $231,869 - $258,634
2,192 Added 12.45%
19,802 $2.33 Million
Q2 2017

Aug 14, 2017

BUY
N/A
17,610
17,610 $1.84 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 $280B
  • 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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