A detailed history of Secure Asset Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Secure Asset Management, LLC holds 14,278 shares of CVX stock, worth $2.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
14,278
Previous 11,751 21.5%
Holding current value
$2.04 Million
Previous $1.84 Million 14.36%
% of portfolio
0.37%
Previous 0.36%

Shares

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

Oct 16, 2024

BUY
$137.88 - $161.97 $348,422 - $409,298
2,527 Added 21.5%
14,278 $2.1 Million
Q2 2024

Jul 24, 2024

SELL
$152.57 - $166.33 $3,203 - $3,492
-21 Reduced 0.18%
11,751 $1.84 Million
Q1 2024

Apr 30, 2024

SELL
$141.82 - $157.74 $109,626 - $121,933
-773 Reduced 6.16%
11,772 $1.86 Million
Q4 2023

Jan 22, 2024

BUY
$141.77 - $169.1 $14,460 - $17,248
102 Added 0.82%
12,545 $1.87 Million
Q3 2023

Oct 18, 2023

SELL
$152.88 - $171.04 $263,718 - $295,044
-1,725 Reduced 12.18%
12,443 $2.1 Million
Q2 2023

Jul 13, 2023

BUY
$150.62 - $172.44 $184,660 - $211,411
1,226 Added 9.47%
14,168 $2.23 Million
Q1 2023

Apr 13, 2023

BUY
$152.34 - $187.79 $86,376 - $106,476
567 Added 4.58%
12,942 $2.11 Million
Q4 2022

Jan 20, 2023

BUY
$151.73 - $188.05 $857,577 - $1.06 Million
5,652 Added 84.07%
12,375 $0
Q3 2022

Oct 12, 2022

BUY
$135.94 - $164.63 $147,766 - $178,952
1,087 Added 19.29%
6,723 $966,000
Q2 2022

Jul 20, 2022

BUY
$142.43 - $181.13 $178,607 - $227,137
1,254 Added 28.62%
5,636 $816,000
Q1 2022

Apr 19, 2022

BUY
$119.26 - $170.9 $70,721 - $101,343
593 Added 15.65%
4,382 $713,000
Q4 2021

Jan 24, 2022

BUY
$104.33 - $118.79 $123,422 - $140,528
1,183 Added 45.4%
3,789 $445,000
Q3 2021

Oct 28, 2021

SELL
$94.29 - $106.21 $9,900 - $11,152
-105 Reduced 3.87%
2,606 $264,000
Q2 2021

Jul 16, 2021

SELL
$100.95 - $110.81 $126,187 - $138,512
-1,250 Reduced 31.56%
2,711 $284,000
Q1 2021

Apr 14, 2021

BUY
$84.71 - $111.56 $82,931 - $109,217
979 Added 32.83%
3,961 $415,000
Q4 2020

Feb 08, 2021

SELL
$66.88 - $95.62 $36,248 - $51,826
-542 Reduced 15.38%
2,982 $252,000
Q3 2020

Oct 20, 2020

SELL
$71.8 - $91.39 $207,071 - $263,568
-2,884 Reduced 45.01%
3,524 $254,000
Q2 2020

Jul 14, 2020

BUY
$68.56 - $103.24 $200,263 - $301,564
2,921 Added 83.77%
6,408 $572,000
Q1 2020

Apr 15, 2020

SELL
$54.22 - $121.43 $84,637 - $189,552
-1,561 Reduced 30.92%
3,487 $253,000
Q4 2019

Feb 06, 2020

BUY
$111.71 - $122.28 $563,912 - $617,269
5,048 New
5,048 $608,000

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
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, 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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.