A detailed history of Wells Trecaso Financial Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 8,624 shares of CVX stock, worth $1.4 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,624
Previous 8,705 0.93%
Holding current value
$1.4 Million
Previous $1.36 Million 6.76%
% of portfolio
0.42%
Previous 0.47%

Shares

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

Oct 24, 2024

SELL
$137.88 - $161.97 $11,168 - $13,119
-81 Reduced 0.93%
8,624 $1.27 Million
Q2 2024

Aug 13, 2024

SELL
$152.57 - $166.33 $39,363 - $42,913
-258 Reduced 2.88%
8,705 $1.36 Million
Q1 2024

Apr 24, 2024

BUY
$141.82 - $157.74 $16,734 - $18,613
118 Added 1.33%
8,963 $1.41 Million
Q4 2023

Jan 19, 2024

BUY
$141.77 - $169.1 $3,544 - $4,227
25 Added 0.28%
8,845 $1.32 Million
Q3 2023

Oct 23, 2023

SELL
$152.88 - $171.04 $5,197 - $5,815
-34 Reduced 0.38%
8,820 $1.49 Million
Q2 2023

Jul 20, 2023

SELL
$150.62 - $172.44 $8,886 - $10,173
-59 Reduced 0.66%
8,854 $1.39 Million
Q1 2023

Apr 20, 2023

SELL
$152.34 - $187.79 $14,319 - $17,652
-94 Reduced 1.04%
8,913 $1.45 Million
Q4 2022

Jan 27, 2023

BUY
$151.73 - $188.05 $3,944 - $4,889
26 Added 0.29%
9,007 $0
Q3 2022

Oct 24, 2022

BUY
$135.94 - $164.63 $4,893 - $5,926
36 Added 0.4%
8,981 $1.29 Million
Q2 2022

Jul 27, 2022

BUY
$142.43 - $181.13 $7,263 - $9,237
51 Added 0.57%
8,945 $1.3 Million
Q1 2022

Apr 14, 2022

BUY
$119.26 - $170.9 $23,971 - $34,350
201 Added 2.31%
8,894 $1.45 Million
Q4 2021

Jan 31, 2022

BUY
$104.33 - $118.79 $553,053 - $629,705
5,301 Added 156.28%
8,693 $1.02 Million
Q3 2021

Nov 09, 2021

BUY
$94.29 - $106.21 $14,332 - $16,143
152 Added 4.69%
3,392 $344,000
Q2 2021

Jul 29, 2021

BUY
$100.95 - $110.81 $47,042 - $51,637
466 Added 16.8%
3,240 $339,000
Q1 2021

Apr 19, 2021

BUY
$84.71 - $111.56 $10,673 - $14,056
126 Added 4.76%
2,774 $291,000
Q4 2020

Feb 04, 2021

BUY
$66.88 - $95.62 $177,098 - $253,201
2,648 New
2,648 $224,000
Q3 2020

Oct 26, 2020

SELL
$71.8 - $91.39 $157,744 - $200,783
-2,197 Closed
0 $0
Q2 2020

Jul 21, 2020

BUY
$68.56 - $103.24 $150,626 - $226,818
2,197 New
2,197 $196,000
Q1 2020

Apr 17, 2020

SELL
$54.22 - $121.43 $112,669 - $252,331
-2,078 Closed
0 $0
Q4 2019

Jan 31, 2020

SELL
$111.71 - $122.28 $335 - $366
-3 Reduced 0.14%
2,078 $250,000
Q3 2019

Oct 16, 2019

BUY
$115.18 - $126.54 $13,360 - $14,678
116 Added 5.9%
2,081 $246,000
Q2 2019

Jul 22, 2019

SELL
$113.85 - $126.68 $3,870 - $4,307
-34 Reduced 1.7%
1,965 $244,000
Q1 2019

Apr 18, 2019

BUY
$108.57 - $125.88 $217,031 - $251,634
1,999 New
1,999 $246,000
Q4 2018

Jan 28, 2019

SELL
$100.99 - $126.82 $189,053 - $237,407
-1,872 Closed
0 $0
Q3 2018

Oct 22, 2018

SELL
$114.48 - $127.83 $5,151 - $5,752
-45 Reduced 2.35%
1,872 $216,000
Q2 2018

Jul 25, 2018

BUY
$112.24 - $130.39 $215,164 - $249,957
1,917 New
1,917 $242,000
Q1 2018

Apr 23, 2018

SELL
$109.06 - $133.6 $215,284 - $263,726
-1,974 Closed
0 $0
Q4 2017

Apr 23, 2018

BUY
$113.54 - $125.98 $224,127 - $248,684
1,974
1,974 $247,000

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 $318B
  • 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
Track This Portfolio

Track Wells Trecaso Financial Group, LLC Portfolio

Follow Wells Trecaso Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.