A detailed history of Shira Ridge Wealth Management transactions in Chevron Corp stock. As of the latest transaction made, Shira Ridge Wealth Management holds 2,232 shares of CVX stock, worth $345,558. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,232
Previous 2,150 3.81%
Holding current value
$345,558
Previous $308 Million 12.59%
% of portfolio
0.15%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$145.57 - $161.83 $11,936 - $13,270
82 Added 3.81%
2,232 $347 Million
Q2 2025

Jul 09, 2025

BUY
$133.73 - $168.51 $105,512 - $132,954
789 Added 57.97%
2,150 $308 Million
Q1 2025

Apr 14, 2025

SELL
$146.71 - $167.97 $37,264 - $42,664
-254 Reduced 15.73%
1,361 $228 Million
Q4 2024

Jan 13, 2025

SELL
$141.15 - $162.53 $5,504 - $6,338
-39 Reduced 2.36%
1,615 $234 Million
Q3 2024

Oct 10, 2024

SELL
$137.88 - $161.97 $58,461 - $68,675
-424 Reduced 20.4%
1,654 $244 Million
Q2 2024

Jul 11, 2024

BUY
$152.57 - $166.33 $317,040 - $345,633
2,078 New
2,078 $325 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 $303B
  • 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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