A detailed history of Whelan Financial transactions in Chevron Corp stock. As of the latest transaction made, Whelan Financial holds 3,034 shares of CVX stock, worth $474,821. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,034
Previous 3,238 6.3%
Holding current value
$474,821
Previous $506,000 11.86%
% of portfolio
0.18%
Previous 0.23%

Shares

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

Oct 28, 2024

SELL
$137.88 - $161.97 $28,127 - $33,041
-204 Reduced 6.3%
3,034 $446,000
Q2 2024

Jul 29, 2024

BUY
$152.57 - $166.33 $25,021 - $27,278
164 Added 5.34%
3,238 $506,000
Q1 2024

Apr 19, 2024

SELL
$141.82 - $157.74 $125,510 - $139,599
-885 Reduced 22.35%
3,074 $484,000
Q4 2023

Jan 18, 2024

BUY
$141.77 - $169.1 $20,981 - $25,026
148 Added 3.88%
3,959 $590,000
Q3 2023

Oct 20, 2023

BUY
$152.88 - $171.04 $313,709 - $350,974
2,052 Added 116.66%
3,811 $642,000
Q2 2023

Jul 18, 2023

BUY
$150.62 - $172.44 $301 - $344
2 Added 0.11%
1,759 $276,000
Q1 2023

May 22, 2023

BUY
$152.34 - $187.79 $15,234 - $18,779
100 Added 6.04%
1,757 $286,000
Q4 2022

Jan 17, 2023

BUY
$151.73 - $188.05 $151 - $188
1 Added 0.06%
1,657 $0
Q3 2022

Oct 18, 2022

BUY
$135.94 - $164.63 $225,116 - $272,627
1,656 New
1,656 $238,000

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 $306B
  • 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 Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.