A detailed history of Waypoint Wealth Counsel transactions in Chevron Corp stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,170 shares of CVX stock, worth $321,398. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,170
Previous 2,388 9.13%
Holding current value
$321,398
Previous $374 Million 14.46%
% of portfolio
0.22%
Previous 0.29%

Shares

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

Oct 04, 2024

SELL
$137.88 - $161.97 $30,057 - $35,309
-218 Reduced 9.13%
2,170 $320 Million
Q2 2024

Jul 19, 2024

SELL
$152.57 - $166.33 $29,903 - $32,600
-196 Reduced 7.59%
2,388 $374 Million
Q1 2024

Apr 12, 2024

SELL
$141.82 - $157.74 $17,585 - $19,559
-124 Reduced 4.58%
2,584 $408 Million
Q4 2023

Apr 03, 2024

SELL
$141.77 - $169.1 $91,725 - $109,407
-647 Reduced 19.28%
2,708 $404 Million
Q3 2023

Apr 03, 2024

BUY
$152.88 - $171.04 $4,586 - $5,131
30 Added 0.9%
3,355 $566 Million
Q2 2023

Apr 02, 2024

SELL
$150.62 - $172.44 $488,761 - $559,567
-3,245 Reduced 49.39%
3,325 $523 Million
Q1 2023

Apr 04, 2024

BUY
$152.34 - $187.79 $599,153 - $738,578
3,933 Added 145.24%
6,641 $1.08 Billion
Q4 2022

Mar 22, 2024

BUY
$151.73 - $188.05 $996,866 - $1.24 Million
6,570 New
6,570 $1.18 Billion

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 $290B
  • 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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