A detailed history of Triad Financial Advisors, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,964 shares of CVX stock, worth $709,107. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,964
Previous 4,754 4.42%
Holding current value
$709,107
Previous $748,000 11.9%
% of portfolio
0.31%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$152.88 - $171.04 $32,104 - $35,918
210 Added 4.42%
4,964 $837,000
Q2 2023

Jul 31, 2023

BUY
$150.62 - $172.44 $602 - $689
4 Added 0.08%
4,754 $748,000
Q1 2023

May 05, 2023

BUY
$152.34 - $187.79 $1,523 - $1,877
10 Added 0.21%
4,750 $775,000
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $3,034 - $3,761
20 Added 0.42%
4,740 $850,000
Q3 2022

Nov 04, 2022

BUY
$135.94 - $164.63 $5,709 - $6,914
42 Added 0.9%
4,720 $678,000
Q2 2022

Aug 11, 2022

SELL
$142.43 - $181.13 $10,397 - $13,222
-73 Reduced 1.54%
4,678 $677,000
Q1 2022

May 09, 2022

SELL
$119.26 - $170.9 $55,813 - $79,981
-468 Reduced 8.97%
4,751 $774,000
Q4 2021

May 09, 2022

BUY
$104.33 - $118.79 $544,498 - $619,965
5,219 New
5,219 $612,000

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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