A detailed history of Wealth Plan Investment Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 69,628 shares of CVX stock, worth $10.7 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
69,628
Previous 72,794 4.35%
Holding current value
$10.7 Million
Previous $11.5 Million 5.15%
% of portfolio
1.78%
Previous 1.94%

Shares

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

Aug 09, 2024

SELL
$152.57 - $166.33 $483,036 - $526,600
-3,166 Reduced 4.35%
69,628 $10.9 Million
Q1 2024

May 16, 2024

BUY
$141.82 - $157.74 $461,340 - $513,128
3,253 Added 4.68%
72,794 $11.5 Million
Q4 2023

Jan 05, 2024

BUY
$141.77 - $169.1 $868,341 - $1.04 Million
6,125 Added 9.66%
69,541 $10.4 Million
Q3 2023

Nov 15, 2023

BUY
$152.88 - $171.04 $1.51 Million - $1.69 Million
9,866 Added 18.42%
63,416 $10.7 Million
Q3 2023

Nov 09, 2023

BUY
$152.88 - $171.04 $3.13 Million - $3.5 Million
20,451 Added 61.79%
53,550 $9.03 Million
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $4.67 Million - $5.35 Million
31,034 Added 1502.86%
33,099 $5.21 Million
Q2 2023

Jul 25, 2023

SELL
$150.62 - $172.44 $9.22 Million - $10.6 Million
-61,203 Reduced 96.74%
2,065 $324,000
Q1 2023

May 08, 2023

SELL
$152.34 - $187.79 $8.11 Million - $10 Million
-53,228 Reduced 45.69%
63,268 $10.3 Million
Q4 2022

Feb 15, 2023

BUY
$151.73 - $188.05 $289,197 - $358,423
1,906 Added 1.66%
116,496 $20.9 Million
Q3 2022

Dec 12, 2022

BUY
$135.94 - $164.63 $790,219 - $956,994
5,813 Added 5.34%
114,590 $19.8 Million
Q1 2022

Sep 07, 2022

BUY
$119.26 - $170.9 $13 Million - $18.6 Million
108,777 New
108,777 $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 $300B
  • 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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