A detailed history of Uma Financial Services, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Uma Financial Services, Inc. holds 2,801 shares of CVX stock, worth $400,122. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,801
Previous 2,849 1.68%
Holding current value
$400,122
Previous $445,000 7.42%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 16, 2024

SELL
$137.88 - $161.97 $6,618 - $7,774
-48 Reduced 1.68%
2,801 $412,000
Q2 2024

Jul 17, 2024

SELL
$152.57 - $166.33 $6,407 - $6,985
-42 Reduced 1.45%
2,849 $445,000
Q1 2024

Apr 17, 2024

BUY
$141.82 - $157.74 $3,687 - $4,101
26 Added 0.91%
2,891 $456,000
Q4 2023

Jan 23, 2024

SELL
$141.77 - $169.1 $7,939 - $9,469
-56 Reduced 1.92%
2,865 $427,000
Q3 2023

Oct 10, 2023

BUY
$152.88 - $171.04 $6,573 - $7,354
43 Added 1.49%
2,921 $492,000
Q2 2023

Jul 05, 2023

SELL
$150.62 - $172.44 $1,506 - $1,724
-10 Reduced 0.35%
2,878 $452,000
Q1 2023

Apr 20, 2023

BUY
$152.34 - $187.79 $304 - $375
2 Added 0.07%
2,888 $471,000
Q4 2022

Jan 25, 2023

BUY
$151.73 - $188.05 $12,745 - $15,796
84 Added 3.0%
2,886 $0
Q3 2022

Oct 06, 2022

BUY
$135.94 - $164.63 $271 - $329
2 Added 0.07%
2,802 $444,000
Q2 2022

Aug 02, 2022

SELL
$142.43 - $181.13 $68,793 - $87,485
-483 Reduced 14.71%
2,800 $450,000
Q1 2022

May 05, 2022

BUY
$119.26 - $170.9 $66,070 - $94,678
554 Added 20.3%
3,283 $550,000
Q4 2021

Jan 11, 2022

BUY
$104.33 - $118.79 $1,147 - $1,306
11 Added 0.4%
2,729 $341,000
Q3 2021

Oct 19, 2021

BUY
$94.29 - $106.21 $4,431 - $4,991
47 Added 1.76%
2,718 $298,000
Q2 2021

Jul 23, 2021

BUY
$100.95 - $110.81 $201 - $221
2 Added 0.07%
2,671 $264,000
Q1 2021

Apr 06, 2021

BUY
$84.71 - $111.56 $84 - $111
1 Added 0.04%
2,669 $279,000
Q4 2020

Feb 19, 2021

SELL
$66.88 - $95.62 $23,474 - $33,562
-351 Reduced 11.63%
2,668 $253,000
Q3 2020

Nov 04, 2020

SELL
$71.8 - $91.39 $31,376 - $39,937
-437 Reduced 12.64%
3,019 $218,000
Q2 2020

Aug 11, 2020

BUY
$68.56 - $103.24 $236,943 - $356,797
3,456 New
3,456 $310,000

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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