A detailed history of Sterling Financial Planning, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 1,604 shares of CVX stock, worth $251,362. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,604
Previous 1,612 0.5%
Holding current value
$251,362
Previous $240,000 5.42%
% of portfolio
0.1%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$141.82 - $157.74 $1,134 - $1,261
-8 Reduced 0.5%
1,604 $253,000
Q2 2023

Jul 28, 2023

SELL
$150.62 - $172.44 $37,956 - $43,454
-252 Reduced 13.52%
1,612 $253,000
Q4 2022

Feb 06, 2023

SELL
$151.73 - $188.05 $8,193 - $10,154
-54 Reduced 2.82%
1,864 $334,000
Q2 2022

Jul 27, 2022

SELL
$142.43 - $181.13 $14,243 - $18,113
-100 Reduced 4.96%
1,918 $278,000
Q4 2021

Feb 02, 2022

BUY
$104.33 - $118.79 $15,440 - $17,580
148 Added 7.91%
2,018 $237,000
Q2 2021

Aug 02, 2021

SELL
$100.95 - $110.81 $38,865 - $42,661
-385 Reduced 17.07%
1,870 $196,000
Q1 2021

Apr 28, 2021

BUY
$84.71 - $111.56 $6,353 - $8,367
75 Added 3.44%
2,255 $236,000
Q4 2020

Feb 10, 2021

BUY
$66.88 - $95.62 $145,798 - $208,451
2,180 New
2,180 $184,000

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
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. 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 Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.