A detailed history of Phoenix Wealth Advisors transactions in Chevron Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 1,693 shares of CVX stock, worth $273,284. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,693
Previous 4,243 60.1%
Holding current value
$273,284
Previous $663,000 62.44%
% of portfolio
0.12%
Previous 0.33%

Shares

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

Nov 08, 2024

SELL
$137.88 - $161.97 $351,594 - $413,023
-2,550 Reduced 60.1%
1,693 $249,000
Q2 2024

Jul 17, 2024

BUY
$152.57 - $166.33 $395,156 - $430,794
2,590 Added 156.68%
4,243 $663,000
Q4 2023

Jan 30, 2024

SELL
$141.77 - $169.1 $59,968 - $71,529
-423 Reduced 20.38%
1,653 $246,000
Q3 2023

Nov 06, 2023

BUY
$152.88 - $171.04 $64,668 - $72,349
423 Added 25.59%
2,076 $350,000
Q4 2022

Feb 06, 2023

SELL
$151.73 - $188.05 $16,538 - $20,497
-109 Reduced 6.19%
1,653 $296,000
Q3 2022

Nov 07, 2022

SELL
$135.94 - $164.63 $3,398 - $4,115
-25 Reduced 1.4%
1,762 $253,000
Q2 2022

Aug 01, 2022

SELL
$142.43 - $181.13 $21,791 - $27,712
-153 Reduced 7.89%
1,787 $259,000
Q1 2022

May 02, 2022

SELL
$119.26 - $170.9 $59,630 - $85,450
-500 Reduced 20.49%
1,940 $320,000
Q4 2021

Feb 11, 2022

BUY
$104.33 - $118.79 $104,330 - $118,790
1,000 Added 69.44%
2,440 $286,000
Q3 2021

Nov 15, 2021

BUY
$94.29 - $106.21 $43,561 - $49,069
462 Added 47.24%
1,440 $146,000
Q2 2021

Jul 23, 2021

BUY
$100.95 - $110.81 $6,057 - $6,648
60 Added 6.54%
978 $102,000
Q1 2021

Apr 12, 2021

SELL
$84.71 - $111.56 $8,725 - $11,490
-103 Reduced 10.09%
918 $97,000
Q4 2020

Feb 05, 2021

BUY
$66.88 - $95.62 $68,284 - $97,628
1,021 New
1,021 $86,000

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
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