A detailed history of Summit Financial Strategies, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,609 shares of CVX stock, worth $372,695. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,609
Previous 2,622 0.5%
Holding current value
$372,695
Previous $410,000 6.34%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 16, 2024

SELL
$137.88 - $161.97 $1,792 - $2,105
-13 Reduced 0.5%
2,609 $384,000
Q2 2024

Jul 19, 2024

SELL
$152.57 - $166.33 $5,797 - $6,320
-38 Reduced 1.43%
2,622 $410,000
Q1 2024

May 09, 2024

BUY
$141.82 - $157.74 $377,241 - $419,588
2,660 New
2,660 $419,000
Q3 2023

Oct 24, 2023

SELL
$152.88 - $171.04 $5,045 - $5,644
-33 Reduced 1.19%
2,744 $462,000
Q2 2023

Jul 21, 2023

BUY
$150.62 - $172.44 $8,735 - $10,001
58 Added 2.13%
2,777 $436,000
Q1 2023

Apr 21, 2023

BUY
$152.34 - $187.79 $1,523 - $1,877
10 Added 0.37%
2,719 $443,000
Q4 2022

Jan 20, 2023

SELL
$151.73 - $188.05 $179,951 - $223,027
-1,186 Reduced 30.45%
2,709 $0
Q3 2022

Oct 21, 2022

BUY
$135.94 - $164.63 $294,989 - $357,247
2,170 Added 125.8%
3,895 $560,000
Q4 2021

Feb 03, 2022

BUY
$104.33 - $118.79 $179,969 - $204,912
1,725 New
1,725 $202,000
Q3 2019

Nov 14, 2019

SELL
$115.18 - $126.54 $189,586 - $208,284
-1,646 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$108.57 - $125.88 $178,706 - $207,198
1,646 New
1,646 $203,000
Q4 2018

Feb 06, 2019

SELL
$100.99 - $126.82 $176,328 - $221,427
-1,746 Closed
0 $0
Q2 2018

Aug 06, 2018

BUY
$112.24 - $130.39 $195,971 - $227,660
1,746 New
1,746 $221,000

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 $280B
  • 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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