A detailed history of Quantum Financial Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 3,214 shares of CVX stock, worth $463,073. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,214
Previous 3,480 7.64%
Holding current value
$463,073
Previous $544,000 13.05%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 04, 2024

SELL
$137.88 - $161.97 $36,676 - $43,084
-266 Reduced 7.64%
3,214 $473,000
Q2 2024

Jul 15, 2024

BUY
$152.57 - $166.33 $3,051 - $3,326
20 Added 0.58%
3,480 $544,000
Q1 2024

Apr 26, 2024

BUY
$141.82 - $157.74 $37,156 - $41,327
262 Added 8.19%
3,460 $545,000
Q4 2023

Jan 08, 2024

SELL
$141.77 - $169.1 $143,187 - $170,791
-1,010 Reduced 24.0%
3,198 $477,000
Q3 2023

Nov 29, 2023

BUY
$152.88 - $171.04 $256,226 - $286,663
1,676 Added 66.19%
4,208 $709,000
Q4 2022

Jan 17, 2023

BUY
$151.73 - $188.05 $57,809 - $71,647
381 Added 17.71%
2,532 $0
Q3 2022

Oct 24, 2022

BUY
$135.94 - $164.63 $679 - $823
5 Added 0.23%
2,151 $309,000
Q2 2022

Aug 15, 2022

BUY
$142.43 - $181.13 $305,654 - $388,704
2,146 New
2,146 $334,000

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 $282B
  • 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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