A detailed history of Source Financial Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Source Financial Advisors LLC holds 2,158 shares of CVX stock, worth $337,942. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,158
Previous 2,058 4.86%
Holding current value
$337,942
Previous $324,000 4.01%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 17, 2024

BUY
$152.57 - $166.33 $15,257 - $16,633
100 Added 4.86%
2,158 $337,000
Q1 2024

May 01, 2024

BUY
$141.82 - $157.74 $1,701 - $1,892
12 Added 0.59%
2,058 $324,000
Q4 2023

Jan 11, 2024

SELL
$141.77 - $169.1 $25,660 - $30,607
-181 Reduced 8.13%
2,046 $305,000
Q3 2023

Oct 26, 2023

BUY
$152.88 - $171.04 $18,651 - $20,866
122 Added 5.8%
2,227 $375,000
Q2 2023

Jul 24, 2023

BUY
$150.62 - $172.44 $19,128 - $21,899
127 Added 6.42%
2,105 $331,000
Q1 2023

Apr 20, 2023

BUY
$152.34 - $187.79 $6,702 - $8,262
44 Added 2.28%
1,978 $322,000
Q4 2022

Jan 31, 2023

BUY
$151.73 - $188.05 $44,912 - $55,662
296 Added 18.07%
1,934 $347,000
Q3 2022

Nov 14, 2022

BUY
$135.94 - $164.63 $14,817 - $17,944
109 Added 7.13%
1,638 $235,000
Q2 2022

Aug 15, 2022

SELL
$142.43 - $181.13 $2,706 - $3,441
-19 Reduced 1.23%
1,529 $221,000
Q1 2022

May 16, 2022

BUY
$119.26 - $170.9 $184,614 - $264,553
1,548 New
1,548 $252,000

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 $307B
  • 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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