York Bridge Wealth Partners, LLC Chevron Corp Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 3,464 shares of CVX stock, worth $542,116. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,464

Previous 4,279 19.05%

Holding current value

$542,116

Previous $615,000 0.98%

% of portfolio

0.16%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$151.73 - $188.05 $123,659 - $153,260	-815 Reduced 19.05%	3,464 $0
Q3 2022 Oct 18, 2022	BUY	$135.94 - $164.63 $94,342 - $114,253	694 Added 19.36%	4,279 $615,000
Q2 2022 Jul 15, 2022	BUY	$142.43 - $181.13 $17,234 - $21,916	121 Added 3.49%	3,585 $519,000
Q1 2022 Apr 15, 2022	SELL	$119.26 - $170.9 $11,926 - $17,090	-100 Reduced 2.81%	3,464 $564,000
Q4 2021 Jan 19, 2022	SELL	$104.33 - $118.79 $6,781 - $7,721	-65 Reduced 1.79%	3,564 $418,000
Q3 2021 Oct 22, 2021	BUY	$94.29 - $106.21 $15,557 - $17,524	165 Added 4.76%	3,629 $368,000
Q1 2021 Apr 15, 2021	BUY	$84.71 - $111.56 $29,648 - $39,046	350 Added 11.24%	3,464 $363,000
Q4 2020 Jan 19, 2021	SELL	$66.88 - $95.62 $31,232 - $44,654	-467 Reduced 13.04%	3,114 $263,000
Q3 2020 Oct 19, 2020	SELL	$71.8 - $91.39 $142,953 - $181,957	-1,991 Reduced 35.73%	3,581 $258,000
Q2 2020 Jul 20, 2020	BUY	$68.56 - $103.24 $28,795 - $43,360	420 Added 8.15%	5,572 $437,000
Q1 2020 Apr 16, 2020	SELL	$54.22 - $121.43 $52,756 - $118,151	-973 Reduced 15.89%	5,152 $325,000
Q4 2019 Jan 17, 2020	SELL	$111.71 - $122.28 $30,608 - $33,504	-274 Reduced 4.28%	6,125 $648,000
Q3 2019 Oct 21, 2019	BUY	$115.18 - $126.54 $32,365 - $35,557	281 Added 4.59%	6,399 $669,000
Q2 2019 Jul 18, 2019	BUY	$113.85 - $126.68 $31,991 - $35,597	281 Added 4.81%	6,118 $667,000
Q1 2019 May 09, 2019	SELL	$108.57 - $125.88 $25,296 - $29,330	-233 Reduced 3.84%	5,837 $625,000
Q4 2018 Feb 14, 2019	BUY	$100.99 - $126.82 $1,413 - $1,775	14 Added 0.23%	6,070 $581,000
Q3 2018 Nov 14, 2018	SELL	$114.48 - $127.83 $39,953 - $44,612	-349 Reduced 5.45%	6,056 $662,000
Q2 2018 Aug 10, 2018	SELL	$112.24 - $130.39 $5,948 - $6,910	-53 Reduced 0.82%	6,405 $717,000
Q1 2018 May 15, 2018	BUY	$109.06 - $133.6 $20,503 - $25,116	188 Added 3.0%	6,458 $685,000
Q4 2017 Feb 12, 2018	SELL	$113.54 - $125.98 $18,961 - $21,038	-167 Reduced 2.59%	6,270 $627,000
Q3 2017 Oct 27, 2017	BUY	$105.78 - $117.99 $19,675 - $21,946	186 Added 2.98%	6,437 $674,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,251	6,251 $569,000

Others Institutions Holding CVX

# of Institutions

3,839

Shares Held

1.37B

Call Options Held

18.4M

Put Options Held

17.2M

View Full List

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...

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York Bridge Wealth Partners, LLC Chevron Corp Transaction History