A detailed history of Smith & Howard Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 1,653 shares of CVX stock, worth $258,694. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,653 -0.0%
Holding current value
$258,694
Previous $258,000 5.81%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 16, 2024

BUY
$152.57 - $166.33 $20,444 - $22,288
134 Added 8.82%
1,653 $258,000
Q3 2023

Oct 13, 2023

SELL
$152.88 - $171.04 $5,197 - $5,815
-34 Reduced 2.19%
1,519 $256,000
Q2 2023

Jul 17, 2023

BUY
$150.62 - $172.44 $5,121 - $5,862
34 Added 2.24%
1,553 $244,000
Q4 2022

Feb 06, 2023

SELL
$151.73 - $188.05 $1,062 - $1,316
-7 Reduced 0.46%
1,519 $272,000
Q3 2022

Oct 18, 2022

BUY
$135.94 - $164.63 $207,444 - $251,225
1,526 New
1,526 $219,000
Q4 2021

Jan 18, 2022

SELL
$104.33 - $118.79 $259,260 - $295,193
-2,485 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$94.29 - $106.21 $234,310 - $263,931
2,485 New
2,485 $252,000
Q1 2020

Apr 22, 2020

SELL
$54.22 - $121.43 $96,728 - $216,631
-1,784 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$111.71 - $122.28 $199,290 - $218,147
1,784 New
1,784 $215,000

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 $306B
  • 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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