Kingswood Wealth Advisors, LLC Chevron Corp Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,918 shares of CVX stock, worth $4.38 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,918
Previous 24,739
29.02%
Holding current value
$4.38 Million
Previous $3.58 Billion
49.44%
% of portfolio
0.2%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding CVX
# of Institutions
4,190Shares Held
1.35BCall Options Held
24MPut Options Held
22.8M-
Vanguard Group Inc Valley Forge, PA157MShares$21.6 Billion0.41% of portfolio
-
State Street Corp Boston, MA150MShares$20.6 Billion0.88% of portfolio
-
Black Rock Inc. New York, NY128MShares$17.6 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne119MShares$16.3 Billion6.53% of portfolio
-
Geode Capital Management, LLC Boston, MA36.3MShares$4.98 Billion0.42% of portfolio
About CHEVRON CORP
- Ticker CVX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 1,957,430,016
- Market Cap $269B
- 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...