A detailed history of Summit Wealth Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,293 shares of CVX stock, worth $327,555. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,277 0.7%
Holding current value
$327,555
Previous $356,000 5.06%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 08, 2024

BUY
$137.88 - $161.97 $2,206 - $2,591
16 Added 0.7%
2,293 $338,000
Q2 2024

Jul 31, 2024

BUY
$152.57 - $166.33 $347,401 - $378,733
2,277 New
2,277 $356,000
Q2 2023

Jul 26, 2023

SELL
$150.62 - $172.44 $55.6 Million - $63.7 Million
-369,114 Reduced 99.4%
2,238 $352,000
Q1 2023

May 10, 2023

BUY
$152.34 - $187.79 $56.6 Million - $69.7 Million
371,352 New
371,352 $2,000
Q4 2021

Feb 14, 2022

SELL
$104.33 - $118.79 $287,116 - $326,910
-2,752 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$94.29 - $106.21 $259,486 - $292,289
2,752 New
2,752 $279,000
Q1 2021

May 11, 2021

SELL
$84.71 - $111.56 $226,853 - $298,757
-2,678 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$66.88 - $95.62 $179,104 - $256,070
2,678 New
2,678 $226,000

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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