A detailed history of Sequoia Financial Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 121,118 shares of CVX stock, worth $18.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
121,118
Previous 105,137 15.2%
Holding current value
$18.1 Million
Previous $16.4 Million 8.44%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 21, 2024

BUY
$137.88 - $161.97 $2.2 Million - $2.59 Million
15,981 Added 15.2%
121,118 $17.8 Million
Q2 2024

Jul 15, 2024

BUY
$152.57 - $166.33 $175,608 - $191,445
1,151 Added 1.11%
105,137 $16.4 Million
Q1 2024

Apr 30, 2024

BUY
$141.82 - $157.74 $5.15 Million - $5.73 Million
36,338 Added 53.72%
103,986 $16.4 Million
Q4 2023

Jan 25, 2024

BUY
$141.77 - $169.1 $2.59 Million - $3.09 Million
18,280 Added 37.03%
67,648 $10.1 Million
Q3 2023

Nov 08, 2023

SELL
$152.88 - $171.04 $280,993 - $314,371
-1,838 Reduced 3.59%
49,368 $8.32 Million
Q2 2023

Aug 08, 2023

BUY
$150.62 - $172.44 $560,758 - $641,994
3,723 Added 7.84%
51,206 $8.06 Million
Q1 2023

Apr 24, 2023

SELL
$152.34 - $187.79 $6.67 Million - $8.22 Million
-43,783 Reduced 47.97%
47,483 $7.75 Million
Q4 2022

Feb 10, 2023

SELL
$151.73 - $188.05 $69,947 - $86,691
-461 Reduced 0.5%
91,266 $16.4 Million
Q4 2022

Jan 17, 2023

SELL
$151.73 - $188.05 $481,287 - $596,494
-3,172 Reduced 3.34%
91,727 $0
Q3 2022

Oct 26, 2022

SELL
$135.94 - $164.63 $1.1 Million - $1.34 Million
-8,116 Reduced 7.88%
94,899 $13.6 Million
Q2 2022

Jul 22, 2022

BUY
$142.43 - $181.13 $732,517 - $931,551
5,143 Added 5.25%
103,015 $14.9 Million
Q1 2022

May 13, 2022

SELL
$119.26 - $170.9 $4.14 Million - $5.94 Million
-34,736 Reduced 26.19%
97,872 $15.9 Million
Q4 2021

Feb 11, 2022

BUY
$104.33 - $118.79 $11.3 Million - $12.8 Million
108,066 Added 440.33%
132,608 $15.6 Million
Q3 2021

Oct 26, 2021

SELL
$94.29 - $106.21 $7.77 Million - $8.75 Million
-82,411 Reduced 77.05%
24,542 $2.49 Million
Q2 2021

Jul 27, 2021

BUY
$100.95 - $110.81 $2.1 Million - $2.31 Million
20,802 Added 24.15%
106,953 $11.2 Million
Q1 2021

May 14, 2021

BUY
$84.71 - $111.56 $4.4 Million - $5.8 Million
51,958 Added 151.96%
86,151 $9.03 Million
Q4 2020

Feb 12, 2021

BUY
$66.88 - $95.62 $440,872 - $630,327
6,592 Added 23.88%
34,193 $2.89 Million
Q3 2020

Oct 23, 2020

BUY
$71.8 - $91.39 $1 Million - $1.27 Million
13,935 Added 101.97%
27,601 $1.99 Million
Q2 2020

Aug 25, 2020

BUY
$68.56 - $103.24 $936,940 - $1.41 Million
13,666 New
13,666 $1.22 Million
Q2 2020

Aug 11, 2020

SELL
$68.56 - $103.24 $872,700 - $1.31 Million
-12,729 Closed
0 $1.22 Million
Q1 2020

May 11, 2020

SELL
$54.22 - $121.43 $187,601 - $420,147
-3,460 Reduced 21.37%
12,729 $922,000
Q4 2019

Feb 13, 2020

BUY
$111.71 - $122.28 $16,197 - $17,730
145 Added 0.9%
16,189 $1.95 Million
Q3 2019

Oct 22, 2019

BUY
$115.18 - $126.54 $68,071 - $74,785
591 Added 3.82%
16,044 $1.9 Million
Q2 2019

Jul 31, 2019

BUY
$113.85 - $126.68 $91,763 - $102,104
806 Added 5.5%
15,453 $1.92 Million
Q1 2019

May 13, 2019

BUY
$108.57 - $125.88 $557,506 - $646,393
5,135 Added 53.98%
14,647 $1.8 Million
Q4 2018

Feb 14, 2019

BUY
$100.99 - $126.82 $38,275 - $48,064
379 Added 4.15%
9,512 $1.04 Million
Q3 2018

Nov 14, 2018

SELL
$114.48 - $127.83 $62,964 - $70,306
-550 Reduced 5.68%
9,133 $1.12 Million
Q2 2018

Aug 14, 2018

BUY
$112.24 - $130.39 $93,944 - $109,136
837 Added 9.46%
9,683 $1.22 Million
Q1 2018

May 14, 2018

SELL
$109.06 - $133.6 $349,428 - $428,054
-3,204 Reduced 26.59%
8,846 $1.01 Million
Q4 2017

Feb 13, 2018

BUY
$113.54 - $125.98 $351,292 - $389,782
3,094 Added 34.55%
12,050 $1.51 Million
Q3 2017

Nov 13, 2017

BUY
$105.78 - $117.99 $48,129 - $53,685
455 Added 5.35%
8,956 $1.05 Million
Q2 2017

Aug 09, 2017

BUY
N/A
8,501
8,501 $887,000

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 $292B
  • 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 Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.