A detailed history of Smallwood Wealth Investment Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,965 shares of CVX stock, worth $687,950. This represents 0.61% of its overall portfolio holdings.

Number of Shares
4,965
Previous 4,806 3.31%
Holding current value
$687,950
Previous $758,000 2.37%
% of portfolio
0.61%
Previous 0.59%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$152.57 - $166.33 $24,258 - $26,446
159 Added 3.31%
4,965 $776,000
Q4 2023

Jan 23, 2024

SELL
$141.77 - $169.1 $53,163 - $63,412
-375 Reduced 7.24%
4,806 $716,000
Q3 2023

Oct 31, 2023

BUY
$152.88 - $171.04 $152 - $171
1 Added 0.02%
5,181 $873,000
Q1 2023

Apr 25, 2023

SELL
$152.34 - $187.79 $41,893 - $51,642
-275 Reduced 5.04%
5,180 $845,000
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $11,379 - $14,103
-75 Reduced 1.36%
5,455 $979,000
Q3 2022

Nov 14, 2022

BUY
$135.94 - $164.63 $109,975 - $133,185
809 Added 17.14%
5,530 $795,000
Q2 2022

Aug 08, 2022

BUY
$142.43 - $181.13 $10,682 - $13,584
75 Added 1.61%
4,721 $684,000
Q1 2022

Apr 21, 2022

SELL
$119.26 - $170.9 $7,394 - $10,595
-62 Reduced 1.32%
4,646 $757,000
Q4 2021

Apr 05, 2022

BUY
$104.33 - $118.79 $491,185 - $559,263
4,708 New
4,708 $552,000

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 $271B
  • 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 Smallwood Wealth Investment Management, LLC Portfolio

Follow Smallwood Wealth Investment 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 Smallwood Wealth Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smallwood Wealth Investment Management, LLC with notifications on news.