A detailed history of Worth Financial Advisory Group, LLC transactions in Chevron Corp stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 2,724 shares of CVX stock, worth $410,561. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,724
Previous 2,482 9.75%
Holding current value
$410,561
Previous $392 Million 8.81%
% of portfolio
0.28%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$152.57 - $166.33 $36,921 - $40,251
242 Added 9.75%
2,724 $426 Million
Q1 2024

Apr 30, 2024

SELL
$141.82 - $157.74 $2,127 - $2,366
-15 Reduced 0.6%
2,482 $392 Million
Q4 2023

Jan 19, 2024

BUY
$141.77 - $169.1 $141 - $169
1 Added 0.04%
2,497 $373 Million
Q3 2023

Oct 13, 2023

SELL
$152.88 - $171.04 $2,140 - $2,394
-14 Reduced 0.56%
2,496 $421 Million
Q2 2023

Jul 28, 2023

SELL
$150.62 - $172.44 $10,543 - $12,070
-70 Reduced 2.71%
2,510 $395 Million
Q1 2023

Apr 19, 2023

SELL
$152.34 - $187.79 $29,249 - $36,055
-192 Reduced 6.93%
2,580 $421 Million
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $420,595 - $521,274
2,772 New
2,772 $498 Million

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 $295B
  • 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 Worth Financial Advisory Group, LLC Portfolio

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

News

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