A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Chevron Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 12,799 shares of CVX stock, worth $1.93 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,799
Previous 12,465 2.68%
Holding current value
$1.93 Million
Previous $1.97 Million 1.83%
% of portfolio
0.37%
Previous 0.46%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$152.57 - $166.33 $50,958 - $55,554
334 Added 2.68%
12,799 $2 Million
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $10,352 - $11,515
73 Added 0.59%
12,465 $1.97 Million
Q2 2023

Aug 01, 2023

SELL
$150.62 - $172.44 $91,426 - $104,671
-607 Reduced 4.67%
12,392 $1.95 Million
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $92,100 - $114,146
607 Added 4.9%
12,999 $2.33 Million
Q3 2021

Nov 30, 2021

SELL
$94.29 - $106.21 $11,126 - $12,532
-118 Reduced 0.94%
12,392 $1.26 Million
Q1 2021

May 17, 2021

BUY
$84.71 - $111.56 $13,045 - $17,180
154 Added 1.25%
12,510 $1.31 Million
Q3 2020

Nov 16, 2020

SELL
$71.8 - $91.39 $2,513 - $3,198
-35 Reduced 0.28%
12,356 $890,000
Q1 2020

May 19, 2020

BUY
$54.22 - $121.43 $1,897 - $4,250
35 Added 0.28%
12,391 $898,000
Q4 2019

Feb 14, 2020

BUY
$111.71 - $122.28 $1.38 Million - $1.51 Million
12,356 New
12,356 $1.49 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 $295B
  • 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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