A detailed history of Sax Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,502 shares of CVX stock, worth $862,548. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,502
Previous 9,130 39.74%
Holding current value
$862,548
Previous $1.43 Million 43.28%
% of portfolio
0.07%
Previous 0.14%

Shares

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

Oct 17, 2024

SELL
$137.88 - $161.97 $500,228 - $587,627
-3,628 Reduced 39.74%
5,502 $810,000
Q2 2024

Jul 12, 2024

BUY
$152.57 - $166.33 $176,981 - $192,942
1,160 Added 14.55%
9,130 $1.43 Million
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $645,706 - $718,190
4,553 Added 133.25%
7,970 $1.26 Million
Q4 2023

Feb 14, 2024

SELL
$141.77 - $169.1 $36,576 - $43,627
-258 Reduced 7.02%
3,417 $509,000
Q3 2023

Nov 07, 2023

BUY
$152.88 - $171.04 $129,183 - $144,528
845 Added 29.86%
3,675 $619,000
Q3 2022

Nov 08, 2022

BUY
$135.94 - $164.63 $271 - $329
2 Added 0.07%
2,830 $407,000
Q2 2022

Aug 11, 2022

BUY
$142.43 - $181.13 $427 - $543
3 Added 0.11%
2,828 $409,000
Q1 2022

Apr 20, 2022

BUY
$119.26 - $170.9 $73,941 - $105,958
620 Added 28.12%
2,825 $460,000
Q4 2021

Feb 07, 2022

BUY
$104.33 - $118.79 $230,047 - $261,931
2,205 New
2,205 $259,000
Q3 2021

Dec 10, 2021

SELL
$94.29 - $106.21 $185,939 - $209,446
-1,972 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$100.95 - $110.81 $199,073 - $218,517
1,972 New
1,972 $207,000

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 $307B
  • 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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.