A detailed history of Summit Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,154 shares of CVX stock, worth $337,101. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,154
Previous 1,874 14.94%
Holding current value
$337,101
Previous $293 Million 8.23%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 28, 2024

BUY
$137.88 - $161.97 $38,606 - $45,351
280 Added 14.94%
2,154 $317 Million
Q1 2024

Sep 11, 2024

BUY
$141.82 - $157.74 $141 - $157
1 Added 0.05%
1,874 $296 Million
Q3 2023

Sep 11, 2024

BUY
$152.88 - $171.04 $53,508 - $59,864
350 Added 22.98%
1,873 $316 Million
Q2 2023

Sep 11, 2024

SELL
$150.62 - $172.44 $84,949 - $97,256
-564 Reduced 27.02%
1,523 $240 Million
Q4 2022

Sep 11, 2024

BUY
$151.73 - $188.05 $1,972 - $2,444
13 Added 0.63%
2,087 $375 Million
Q3 2022

Sep 11, 2024

BUY
$135.94 - $164.63 $281,939 - $341,442
2,074 New
2,074 $298 Million
Q2 2022

Sep 11, 2024

SELL
$142.43 - $181.13 $180,316 - $229,310
-1,266 Closed
0 $0
Q1 2022

Sep 11, 2024

BUY
$119.26 - $170.9 $150,983 - $216,359
1,266 New
1,266 $206 Million
Q3 2020

Sep 10, 2024

SELL
$71.8 - $91.39 $185,674 - $236,334
-2,586 Closed
0 $0
Q2 2020

Sep 10, 2024

BUY
$68.56 - $103.24 $23,996 - $36,134
350 Added 15.65%
2,586 $231 Million
Q4 2019

Sep 09, 2024

BUY
$111.71 - $122.28 $249,783 - $273,418
2,236 New
2,236 $269 Million

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 $306B
  • 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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