True Wealth Advisors, LLC Chevron Corp Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,893 shares of CVX stock, worth $1.27 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

7,893

Previous 11,711 32.6%

Holding current value

$1.27 Million

Previous $1.83 Million 36.54%

% of portfolio

0.43%

Previous 0.74%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$137.88 - $161.97 $526,425 - $618,401	-3,818 Reduced 32.6%	7,893 $1.16 Million
Q2 2024 Jul 24, 2024	SELL	$152.57 - $166.33 $20,749 - $22,620	-136 Reduced 1.15%	11,711 $1.83 Million
Q1 2024 Apr 23, 2024	BUY	$141.82 - $157.74 $3,829 - $4,258	27 Added 0.23%	11,847 $1.87 Million
Q4 2023 Feb 08, 2024	SELL	$141.77 - $169.1 $101,365 - $120,906	-715 Reduced 5.7%	11,820 $1.76 Million
Q3 2023 Nov 07, 2023	SELL	$152.88 - $171.04 $75,064 - $83,980	-491 Reduced 3.77%	12,535 $2.11 Million
Q2 2023 Jul 31, 2023	SELL	$150.62 - $172.44 $8,434 - $9,656	-56 Reduced 0.43%	13,026 $2.05 Million
Q1 2023 Apr 19, 2023	BUY	$152.34 - $187.79 $1,218 - $1,502	8 Added 0.06%	13,082 $2.13 Million
Q4 2022 Jan 23, 2023	BUY	$151.73 - $188.05 $76,320 - $94,589	503 Added 4.0%	13,074 $0
Q3 2022 Oct 21, 2022	BUY	$135.94 - $164.63 $1,903 - $2,304	14 Added 0.11%	12,571 $1.81 Million
Q2 2022 Jul 27, 2022	BUY	$142.43 - $181.13 $706,452 - $898,404	4,960 Added 65.29%	12,557 $1.82 Million
Q1 2022 May 05, 2022	SELL	$119.26 - $170.9 $79,665 - $114,161	-668 Reduced 8.08%	7,597 $892,000
Q1 2022 May 04, 2022	BUY	$119.26 - $170.9 $79,665 - $114,161	668 Added 8.79%	8,265 $1.34 Million
Q4 2021 Feb 02, 2022	BUY	$104.33 - $118.79 $54,877 - $62,483	526 Added 7.44%	7,597 $892,000
Q3 2021 Oct 25, 2021	SELL	$94.29 - $106.21 $35,075 - $39,510	-372 Reduced 5.0%	7,071 $717,000
Q2 2021 Jul 23, 2021	BUY	$100.95 - $110.81 $58,450 - $64,158	579 Added 8.44%	7,443 $780,000
Q1 2021 Apr 22, 2021	SELL	$84.71 - $111.56 $13,723 - $18,072	-162 Reduced 2.31%	6,864 $719,000
Q4 2020 Jan 25, 2021	BUY	$66.88 - $95.62 $469,898 - $671,826	7,026 New	7,026 $644,000

Others Institutions Holding CVX

# of Institutions

3,852

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $316B
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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True Wealth Advisors, LLC Chevron Corp Transaction History