Soa Wealth Advisors, Llc. Chevron Corp Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Chevron Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 6,010 shares of CVX stock, worth $974,281. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,010

Previous 6,010 -0.0%

Holding current value

$974,281

Previous $884,000 -0.0%

% of portfolio

0.17%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$137.88 - $161.97 $6,342 - $7,450	46 Added 0.77%	6,010 $884,000
Q2 2024 Jul 17, 2024	SELL	$152.57 - $166.33 $23,953 - $26,113	-157 Reduced 2.56%	5,964 $932,000
Q1 2024 Apr 10, 2024	BUY	$141.82 - $157.74 $14,040 - $15,616	99 Added 1.64%	6,121 $965,000
Q4 2023 Jan 10, 2024	BUY	$141.77 - $169.1 $21,974 - $26,210	155 Added 2.64%	6,022 $898,000
Q3 2023 Oct 10, 2023	BUY	$152.88 - $171.04 $17,122 - $19,156	112 Added 1.95%	5,867 $989,000
Q2 2023 Jul 07, 2023	BUY	$150.62 - $172.44 $5,572 - $6,380	37 Added 0.65%	5,755 $905,000
Q1 2023 Apr 28, 2023	BUY	$152.34 - $187.79 $15,081 - $18,591	99 Added 1.76%	5,718 $932,000
Q4 2022 Jan 10, 2023	SELL	$151.73 - $188.05 $81,782 - $101,358	-539 Reduced 8.75%	5,619 $0
Q3 2022 Oct 07, 2022	SELL	$135.94 - $164.63 $45,132 - $54,657	-332 Reduced 5.12%	6,158 $884,000
Q2 2022 Jul 13, 2022	SELL	$142.43 - $181.13 $51,274 - $65,206	-360 Reduced 5.26%	6,490 $939,000
Q1 2022 Apr 07, 2022	SELL	$119.26 - $170.9 $12,522 - $17,944	-105 Reduced 1.51%	6,850 $1.12 Million
Q4 2021 Jan 13, 2022	BUY	$104.33 - $118.79 $6,051 - $6,889	58 Added 0.84%	6,955 $816,000
Q3 2021 Oct 12, 2021	SELL	$94.29 - $106.21 $7,826 - $8,815	-83 Reduced 1.19%	6,897 $699,000
Q2 2021 Jul 14, 2021	BUY	$100.95 - $110.81 $25,136 - $27,591	249 Added 3.7%	6,980 $731,000
Q1 2021 Apr 26, 2021	BUY	$84.71 - $111.56 $4,828 - $6,358	57 Added 0.85%	6,731 $705,000
Q4 2020 Mar 10, 2021	BUY	$66.88 - $95.62 $446,357 - $638,167	6,674 New	6,674 $617,000

Others Institutions Holding CVX

# of Institutions

3,852

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $317B
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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Soa Wealth Advisors, Llc. Chevron Corp Transaction History