A detailed history of United Asset Strategies, Inc. transactions in Chevron Corp stock. As of the latest transaction made, United Asset Strategies, Inc. holds 80,380 shares of CVX stock, worth $11.3 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
80,380
Previous 77,275 4.02%
Holding current value
$11.3 Million
Previous $12.1 Million 2.08%
% of portfolio
1.11%
Previous 1.2%

Shares

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

Oct 28, 2024

BUY
$137.88 - $161.97 $428,117 - $502,916
3,105 Added 4.02%
80,380 $11.8 Million
Q2 2024

Aug 01, 2024

SELL
$152.57 - $166.33 $695,566 - $758,298
-4,559 Reduced 5.57%
77,275 $12.1 Million
Q1 2024

Apr 23, 2024

BUY
$141.82 - $157.74 $1.1 Million - $1.22 Million
7,723 Added 10.42%
81,834 $12.9 Million
Q4 2023

Jan 30, 2024

BUY
$141.77 - $169.1 $262,841 - $313,511
1,854 Added 2.57%
74,111 $11.1 Million
Q3 2023

Nov 07, 2023

BUY
$152.88 - $171.04 $36,996 - $41,391
242 Added 0.34%
72,257 $12.2 Million
Q2 2023

Jul 25, 2023

SELL
$150.62 - $172.44 $3.71 Million - $4.25 Million
-24,637 Reduced 25.49%
72,015 $11.3 Million
Q1 2023

Apr 25, 2023

BUY
$152.34 - $187.79 $47,530 - $58,590
312 Added 0.32%
96,652 $15.8 Million
Q4 2022

Jan 26, 2023

BUY
$151.73 - $188.05 $102,872 - $127,497
678 Added 0.71%
96,340 $0
Q3 2022

Oct 24, 2022

SELL
$135.94 - $164.63 $1.65 Million - $1.99 Million
-12,112 Reduced 11.24%
95,662 $13.7 Million
Q2 2022

Aug 15, 2022

SELL
$142.43 - $181.13 $916,109 - $1.17 Million
-6,432 Reduced 5.63%
107,774 $15.6 Million
Q1 2022

Apr 29, 2022

BUY
$119.26 - $170.9 $2.77 Million - $3.97 Million
23,243 Added 25.55%
114,206 $18.6 Million
Q4 2021

Jan 31, 2022

SELL
$104.33 - $118.79 $30,568 - $34,805
-293 Reduced 0.32%
90,963 $10.7 Million
Q3 2021

Oct 21, 2021

BUY
$94.29 - $106.21 $650,506 - $732,742
6,899 Added 8.18%
91,256 $9.26 Million
Q2 2021

Jul 19, 2021

BUY
$100.95 - $110.81 $3.49 Million - $3.84 Million
34,613 Added 69.58%
84,357 $8.84 Million
Q1 2021

Apr 27, 2021

BUY
$84.71 - $111.56 $3.5 Million - $4.62 Million
41,369 Added 493.96%
49,744 $5.21 Million
Q4 2020

Feb 05, 2021

SELL
$66.88 - $95.62 $20,866 - $29,833
-312 Reduced 3.59%
8,375 $707,000
Q3 2020

Nov 03, 2020

BUY
$71.8 - $91.39 $3,302 - $4,203
46 Added 0.53%
8,687 $625,000
Q2 2020

Aug 03, 2020

SELL
$68.56 - $103.24 $4.15 Million - $6.25 Million
-60,514 Reduced 87.5%
8,641 $771,000
Q1 2020

May 08, 2020

BUY
$54.22 - $121.43 $1.83 Million - $4.1 Million
33,750 Added 95.33%
69,155 $5.01 Million
Q4 2019

Feb 12, 2020

BUY
$111.71 - $122.28 $230,122 - $251,896
2,060 Added 6.18%
35,405 $4.27 Million
Q3 2019

Nov 01, 2019

BUY
$115.18 - $126.54 $318,357 - $349,756
2,764 Added 9.04%
33,345 $3.96 Million
Q2 2019

Jul 31, 2019

BUY
$113.85 - $126.68 $275,289 - $306,312
2,418 Added 8.59%
30,581 $3.81 Million
Q1 2019

May 02, 2019

BUY
$108.57 - $125.88 $666,945 - $773,280
6,143 Added 27.9%
28,163 $3.47 Million
Q4 2018

Feb 11, 2019

SELL
$100.99 - $126.82 $3.28 Million - $4.12 Million
-32,474 Reduced 59.59%
22,020 $2.4 Million
Q3 2018

Nov 07, 2018

BUY
$114.48 - $127.83 $321,688 - $359,202
2,810 Added 5.44%
54,494 $6.66 Million
Q2 2018

Aug 07, 2018

BUY
$112.24 - $130.39 $5.34 Million - $6.2 Million
47,582 Added 1159.97%
51,684 $6.53 Million
Q1 2018

May 14, 2018

BUY
$109.06 - $133.6 $11,451 - $14,028
105 Added 2.63%
4,102 $468,000
Q4 2017

Feb 09, 2018

BUY
$113.54 - $125.98 $453,819 - $503,542
3,997
3,997 $500,000

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 $276B
  • 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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