A detailed history of Strategic Wealth Investment Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,624 shares of CVX stock, worth $238,257. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,624
Previous 2,047 20.66%
Holding current value
$238,257
Previous $320,000 25.31%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$137.88 - $161.97 $58,323 - $68,513
-423 Reduced 20.66%
1,624 $239,000
Q2 2024

Aug 13, 2024

SELL
$152.57 - $166.33 $67,588 - $73,684
-443 Reduced 17.79%
2,047 $320,000
Q4 2023

Jan 16, 2024

BUY
$141.77 - $169.1 $41,680 - $49,715
294 Added 13.39%
2,490 $371,000
Q3 2023

Nov 03, 2023

BUY
$152.88 - $171.04 $24,766 - $27,708
162 Added 7.96%
2,196 $370,000
Q2 2023

Jul 17, 2023

BUY
$150.62 - $172.44 $82,539 - $94,497
548 Added 36.88%
2,034 $320,000
Q1 2023

Apr 24, 2023

SELL
$152.34 - $187.79 $317,933 - $391,917
-2,087 Reduced 58.41%
1,486 $242,000
Q1 2023

Apr 20, 2023

BUY
$152.34 - $187.79 $357,694 - $440,930
2,348 Added 191.67%
3,573 $582,000
Q4 2022

Jan 27, 2023

BUY
$151.73 - $188.05 $185,869 - $230,361
1,225 New
1,225 $0
Q4 2020

Jan 15, 2021

BUY
$66.88 - $95.62 $407,834 - $583,090
6,098 New
6,098 $515,000

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 $287B
  • 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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