A detailed history of Modern Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 25,475 shares of CVX stock, worth $3.67 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
25,475
Previous 22,511 13.17%
Holding current value
$3.67 Million
Previous $3.52 Billion 6.54%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Nov 05, 2024

BUY
$137.88 - $161.97 $408,676 - $480,079
2,964 Added 13.17%
25,475 $3.75 Billion
Q2 2024

Aug 07, 2024

BUY
$152.57 - $166.33 $142,805 - $155,684
936 Added 4.34%
22,511 $3.52 Billion
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $2.71 Million - $3.01 Million
19,086 Added 766.81%
21,575 $3.58 Billion
Q4 2023

Feb 14, 2024

BUY
$141.77 - $169.1 $352,865 - $420,889
2,489 New
2,489 $371 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 $282B
  • 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
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