Wealth Enhancement Advisory Services, LLC Chevron Corp Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 881,599 shares of CVX stock, worth $131 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

881,599

Previous 882,632 0.12%

Holding current value

$131 Million

Previous $138 Million 5.98%

% of portfolio

0.29%

Previous 0.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$137.88 - $161.97 $142,430 - $167,315	-1,033 Reduced 0.12%	881,599 $130 Million
Q2 2024 Jul 16, 2024	SELL	$152.57 - $166.33 $1.04 Million - $1.13 Million	-6,809 Reduced 0.77%	882,632 $138 Million
Q1 2024 Apr 15, 2024	BUY	$141.82 - $157.74 $4.18 Million - $4.65 Million	29,503 Added 3.43%	889,441 $140 Million
Q4 2023 Jan 30, 2024	BUY	$141.77 - $169.1 $4.18 Million - $4.99 Million	29,490 Added 3.55%	859,938 $128 Million
Q3 2023 Nov 13, 2023	BUY	$152.88 - $171.04 $115 Million - $128 Million	750,644 Added 940.61%	830,448 $140 Million
Q2 2023 Jul 21, 2023	BUY	$150.62 - $172.44 $9.09 Million - $10.4 Million	60,340 Added 310.01%	79,804 $12.6 Million
Q1 2023 Apr 25, 2023	SELL	$152.34 - $187.79 $4.47 Million - $5.5 Million	-29,313 Reduced 60.1%	19,464 $3.18 Million
Q4 2022 Feb 01, 2023	BUY	$151.73 - $188.05 $7.16 Million - $8.88 Million	47,210 Added 3012.76%	48,777 $8.76 Million
Q3 2022 Oct 17, 2022	SELL	$135.94 - $164.63 $34,528 - $41,816	-254 Reduced 13.95%	1,567 $251,000
Q2 2022 Jul 18, 2022	SELL	$142.43 - $181.13 $1.85 Million - $2.36 Million	-13,015 Reduced 87.73%	1,821 $260,000
Q1 2022 Apr 18, 2022	SELL	$119.26 - $170.9 $83,004 - $118,946	-696 Reduced 4.48%	14,836 $2.44 Million
Q4 2021 Feb 08, 2022	SELL	$104.33 - $118.79 $4.29 Million - $4.88 Million	-41,101 Reduced 72.57%	15,532 $2.07 Million
Q3 2021 Nov 03, 2021	BUY	$94.29 - $106.21 $1.21 Million - $1.36 Million	12,805 Added 29.22%	56,633 $6.46 Million
Q2 2021 Aug 10, 2021	BUY	$100.95 - $110.81 $1.67 Million - $1.84 Million	16,586 Added 60.88%	43,828 $4.44 Million
Q1 2021 May 12, 2021	BUY	$84.71 - $111.56 $120,034 - $158,080	1,417 Added 5.49%	27,242 $2.82 Million
Q4 2020 Feb 10, 2021	BUY	$66.88 - $95.62 $132,957 - $190,092	1,988 Added 8.34%	25,825 $2.38 Million
Q3 2020 Nov 12, 2020	SELL	$71.8 - $91.39 $636,866 - $810,629	-8,870 Reduced 27.12%	23,837 $1.78 Million
Q2 2020 Oct 13, 2020	SELL	$68.56 - $103.24 $1.6 Million - $2.42 Million	-23,403 Reduced 41.71%	32,707 $2.98 Million
Q2 2020 Aug 10, 2020	BUY	$68.56 - $103.24 $862,621 - $1.3 Million	12,582 Added 28.91%	56,110 $1.47 Million
Q1 2020 May 01, 2020	BUY	$54.22 - $121.43 $1.78 Million - $3.98 Million	32,737 Added 303.37%	43,528 $3.91 Million
Q4 2019 Feb 05, 2020	SELL	$111.71 - $122.28 $666,015 - $729,033	-5,962 Reduced 35.59%	10,791 $1.3 Million
Q3 2019 Nov 06, 2019	BUY	$115.18 - $126.54 $1.69 Million - $1.86 Million	14,692 Added 712.86%	16,753 $1.95 Million
Q2 2019 Aug 02, 2019	SELL	$113.85 - $126.68 $1.92 Million - $2.13 Million	-16,830 Reduced 89.09%	2,061 $256,000
Q1 2019 Apr 30, 2019	SELL	$108.57 - $125.88 $1.67 Million - $1.94 Million	-15,415 Reduced 44.93%	18,891 $2.31 Million
Q4 2018 Feb 04, 2019	BUY	$100.99 - $126.82 $1.48 Million - $1.86 Million	14,687 Added 74.86%	34,306 $3.92 Million
Q3 2018 Nov 02, 2018	BUY	$114.48 - $127.83 $47,051 - $52,538	411 Added 2.14%	19,619 $2.16 Million
Q2 2018 Jul 30, 2018	SELL	$112.24 - $130.39 $1.98 Million - $2.3 Million	-17,661 Reduced 47.9%	19,208 $2.44 Million
Q1 2018 Apr 26, 2018	BUY	$109.06 - $133.6 $1.87 Million - $2.3 Million	17,183 Added 87.29%	36,869 $4.4 Million
Q4 2017 Jan 19, 2018	SELL	$113.54 - $125.98 $150,667 - $167,175	-1,327 Reduced 6.32%	19,686 $2.63 Million
Q3 2017 Oct 18, 2017	BUY	$105.78 - $117.99 $2.22 Million - $2.48 Million	21,013	21,013 $2.46 Million

Others Institutions Holding CVX

# of Institutions

3,857

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 $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...

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Wealth Enhancement Advisory Services, LLC Chevron Corp Transaction History