A detailed history of Polaris Wealth Advisory Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 85,574 shares of CVX stock, worth $12.2 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
85,574
Previous 37,558 127.84%
Holding current value
$12.2 Million
Previous $5.91 Million 144.19%
% of portfolio
1.11%
Previous 0.46%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$152.88 - $171.04 $7.34 Million - $8.21 Million
48,016 Added 127.84%
85,574 $14.4 Million
Q2 2023

Aug 07, 2023

SELL
$150.62 - $172.44 $563,469 - $645,098
-3,741 Reduced 9.06%
37,558 $5.91 Million
Q1 2023

May 03, 2023

BUY
$152.34 - $187.79 $5.52 Million - $6.81 Million
36,257 Added 719.1%
41,299 $6.74 Million
Q4 2022

Jan 19, 2023

BUY
$151.73 - $188.05 $6,979 - $8,650
46 Added 0.92%
5,042 $0
Q3 2022

Oct 12, 2022

BUY
$135.94 - $164.63 $18,080 - $21,895
133 Added 2.73%
4,996 $785,000
Q2 2022

Jul 12, 2022

SELL
$142.43 - $181.13 $104,970 - $133,492
-737 Reduced 13.16%
4,863 $704,000
Q1 2022

Apr 19, 2022

BUY
$119.26 - $170.9 $257,482 - $368,973
2,159 Added 62.74%
5,600 $936,000
Q4 2021

Jan 26, 2022

SELL
$104.33 - $118.79 $29,525 - $33,617
-283 Reduced 7.6%
3,441 $404,000
Q3 2021

Oct 18, 2021

BUY
$94.29 - $106.21 $4,903 - $5,522
52 Added 1.42%
3,724 $394,000
Q2 2021

Jul 23, 2021

SELL
$100.95 - $110.81 $74,904 - $82,221
-742 Reduced 16.81%
3,672 $390,000
Q1 2021

Apr 19, 2021

BUY
$84.71 - $111.56 $70,732 - $93,152
835 Added 23.33%
4,414 $454,000
Q4 2020

Jan 25, 2021

SELL
$66.88 - $95.62 $330,454 - $472,458
-4,941 Reduced 57.99%
3,579 $326,000
Q3 2020

Oct 15, 2020

BUY
$71.8 - $91.39 $20,032 - $25,497
279 Added 3.39%
8,520 $619,000
Q2 2020

Jul 13, 2020

SELL
$68.56 - $103.24 $39,010 - $58,743
-569 Reduced 6.46%
8,241 $722,000
Q1 2020

Apr 09, 2020

SELL
$54.22 - $121.43 $10,410 - $23,314
-192 Reduced 2.13%
8,810 $638,000
Q4 2019

Jan 29, 2020

SELL
$111.71 - $122.28 $70,489 - $77,158
-631 Reduced 6.55%
9,002 $1.05 Million
Q3 2019

Oct 09, 2019

SELL
$115.18 - $126.54 $20.1 Million - $22 Million
-174,240 Reduced 94.76%
9,633 $1.08 Million
Q2 2019

Jul 25, 2019

BUY
$113.85 - $126.68 $19.9 Million - $22.1 Million
174,382 Added 1837.34%
183,873 $23 Million
Q4 2018

Jan 17, 2019

BUY
$100.99 - $126.82 $7,069 - $8,877
70 Added 0.74%
9,491 $1.03 Million
Q3 2018

Oct 19, 2018

BUY
$114.48 - $127.83 $1.01 Million - $1.13 Million
8,822 Added 1472.79%
9,421 $1.15 Million
Q2 2018

Jul 09, 2018

SELL
$112.24 - $130.39 $894,777 - $1.04 Million
-7,972 Reduced 93.01%
599 $68,000
Q1 2018

Apr 09, 2018

SELL
$109.06 - $133.6 $53,439 - $65,464
-490 Reduced 5.41%
8,571 $977,000
Q4 2017

Feb 13, 2018

SELL
$113.54 - $125.98 $68,805 - $76,343
-606 Reduced 6.27%
9,061 $1.13 Million
Q3 2017

Nov 01, 2017

BUY
$105.78 - $117.99 $55,217 - $61,590
522 Added 5.71%
9,667 $1.14 Million
Q2 2017

Aug 09, 2017

BUY
N/A
9,145
9,145 $954,000

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 $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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