A detailed history of Wealth Management Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Management Partners, LLC holds 13,739 shares of CVX stock, worth $1.98 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
13,739
Previous 14,047 2.19%
Holding current value
$1.98 Million
Previous $2.2 Million 7.97%
% of portfolio
0.95%
Previous 1.08%

Shares

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

Oct 21, 2024

SELL
$137.88 - $161.97 $42,467 - $49,886
-308 Reduced 2.19%
13,739 $2.02 Million
Q2 2024

Jul 12, 2024

BUY
$152.57 - $166.33 $122,818 - $133,895
805 Added 6.08%
14,047 $2.2 Million
Q1 2024

Apr 12, 2024

BUY
$141.82 - $157.74 $29,782 - $33,125
210 Added 1.61%
13,242 $2.09 Million
Q4 2023

Jan 10, 2024

BUY
$141.77 - $169.1 $92,434 - $110,253
652 Added 5.27%
13,032 $1.94 Million
Q3 2023

Oct 24, 2023

BUY
$152.88 - $171.04 $64,668 - $72,349
423 Added 3.54%
12,380 $2.09 Million
Q2 2023

Jul 24, 2023

BUY
$150.62 - $172.44 $61,754 - $70,700
410 Added 3.55%
11,957 $1.88 Million
Q1 2023

Apr 14, 2023

BUY
$152.34 - $187.79 $83,329 - $102,721
547 Added 4.97%
11,547 $1.88 Million
Q2 2022

Jul 15, 2022

SELL
$142.43 - $181.13 $142,430 - $181,130
-1,000 Reduced 8.33%
11,000 $1.55 Million
Q4 2021

Jan 19, 2022

SELL
$104.33 - $118.79 $87,845 - $100,021
-842 Reduced 6.56%
12,000 $1.37 Million
Q3 2021

Oct 29, 2021

SELL
$94.29 - $106.21 $36,301 - $40,890
-385 Reduced 2.91%
12,842 $1.3 Million
Q2 2021

Jul 14, 2021

BUY
$100.95 - $110.81 $39,168 - $42,994
388 Added 3.02%
13,227 $1.39 Million
Q1 2021

Apr 15, 2021

SELL
$84.71 - $111.56 $19,906 - $26,216
-235 Reduced 1.8%
12,839 $1.34 Million
Q4 2020

Feb 04, 2021

BUY
$66.88 - $95.62 $874,389 - $1.25 Million
13,074 New
13,074 $1.17 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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