A detailed history of Wescott Financial Advisory Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,268 shares of CVX stock, worth $466,833. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,277 0.27%
Holding current value
$466,833
Previous $512,000 6.05%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024

SELL
$137.88 - $161.97 $1,240 - $1,457
-9 Reduced 0.27%
3,268 $481,000
Q2 2024

Aug 14, 2024

BUY
$152.57 - $166.33 $62,706 - $68,361
411 Added 14.34%
3,277 $512,000
Q1 2024

May 13, 2024

SELL
$141.82 - $157.74 $84,099 - $93,539
-593 Reduced 17.14%
2,866 $452,000
Q4 2023

Feb 13, 2024

BUY
$141.77 - $169.1 $47,351 - $56,479
334 Added 10.69%
3,459 $515,000
Q3 2023

Nov 09, 2023

SELL
$152.88 - $171.04 $191,711 - $214,484
-1,254 Reduced 28.64%
3,125 $526,000
Q2 2023

Aug 11, 2023

BUY
$150.62 - $172.44 $311,180 - $356,261
2,066 Added 89.32%
4,379 $689,000
Q1 2023

May 10, 2023

BUY
$152.34 - $187.79 $138,477 - $170,701
909 Added 64.74%
2,313 $377,000
Q4 2022

Feb 06, 2023

BUY
$151.73 - $188.05 $213,028 - $264,022
1,404 New
1,404 $252,000

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
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.