A detailed history of Schechter Investment Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 15,834 shares of CVX stock, worth $2.48 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,834
Previous 15,129 4.66%
Holding current value
$2.48 Million
Previous $2.26 Million 10.68%
% of portfolio
0.24%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$141.82 - $157.74 $99,983 - $111,206
705 Added 4.66%
15,834 $2.5 Million
Q4 2023

Jan 17, 2024

BUY
$141.77 - $169.1 $98,955 - $118,031
698 Added 4.84%
15,129 $2.26 Million
Q3 2023

Nov 06, 2023

BUY
$152.88 - $171.04 $15,746 - $17,617
103 Added 0.72%
14,431 $2.43 Million
Q2 2023

Jul 26, 2023

SELL
$150.62 - $172.44 $35,094 - $40,178
-233 Reduced 1.6%
14,328 $2.25 Million
Q1 2023

Apr 28, 2023

SELL
$152.34 - $187.79 $276,344 - $340,651
-1,814 Reduced 11.08%
14,561 $2.38 Million
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $125,935 - $156,081
830 Added 5.34%
16,375 $2.94 Million
Q3 2022

Nov 04, 2022

SELL
$135.94 - $164.63 $275,822 - $334,034
-2,029 Reduced 11.55%
15,545 $2.23 Million
Q2 2022

Nov 03, 2022

BUY
$142.43 - $181.13 $2.5 Million - $3.18 Million
17,574 New
17,574 $2.55 Million
Q1 2022

Nov 18, 2022

BUY
$119.26 - $170.9 $385,209 - $552,007
3,230 Added 20.78%
18,775 $3.06 Million
Q4 2021

Dec 27, 2022

BUY
$104.33 - $118.79 $500,158 - $569,479
4,794 Added 30.84%
20,339 $2.39 Million

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 Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.