A detailed history of Roberts Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 5,217 shares of CVX stock, worth $847,032. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,217
Previous 4,258 22.52%
Holding current value
$847,032
Previous $666,000 15.32%
% of portfolio
0.26%
Previous 0.24%

Shares

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

Oct 15, 2024

BUY
$137.88 - $161.97 $132,226 - $155,329
959 Added 22.52%
5,217 $768,000
Q2 2024

Aug 13, 2024

BUY
$152.57 - $166.33 $106,646 - $116,264
699 Added 19.64%
4,258 $666,000
Q1 2024

Apr 17, 2024

BUY
$141.82 - $157.74 $504,737 - $561,396
3,559 New
3,559 $561,000
Q3 2023

Oct 17, 2023

SELL
$152.88 - $171.04 $20,333 - $22,748
-133 Reduced 3.54%
3,627 $611,000
Q2 2023

Jul 12, 2023

SELL
$150.62 - $172.44 $12,953 - $14,829
-86 Reduced 2.24%
3,760 $591,000
Q1 2023

Apr 11, 2023

BUY
$152.34 - $187.79 $7,769 - $9,577
51 Added 1.34%
3,846 $627,000
Q4 2022

Jan 10, 2023

BUY
$151.73 - $188.05 $166,144 - $205,914
1,095 Added 40.56%
3,795 $0
Q3 2022

Oct 13, 2022

SELL
$135.94 - $164.63 $14,953 - $18,109
-110 Reduced 3.91%
2,700 $436,000
Q2 2022

Jul 11, 2022

BUY
$142.43 - $181.13 $15,667 - $19,924
110 Added 4.07%
2,810 $401,000
Q1 2022

Apr 12, 2022

SELL
$119.26 - $170.9 $8,944 - $12,817
-75 Reduced 2.7%
2,700 $443,000
Q4 2021

Jan 12, 2022

SELL
$104.33 - $118.79 $60,615 - $69,016
-581 Reduced 17.31%
2,775 $331,000
Q3 2021

Oct 12, 2021

BUY
$94.29 - $106.21 $316,437 - $356,440
3,356 New
3,356 $340,000

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 $318B
  • 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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