A detailed history of Heritage Wealth Management, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 25,391 shares of CVX stock, worth $3.63 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
25,391
Previous 25,970 2.23%
Holding current value
$3.63 Million
Previous $4.01 Billion 6.69%
% of portfolio
1.23%
Previous 1.34%

Shares

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

Oct 31, 2024

SELL
$137.88 - $161.97 $79,832 - $93,780
-579 Reduced 2.23%
25,391 $3.74 Billion
Q2 2024

Sep 09, 2024

BUY
$152.57 - $166.33 $3.96 Million - $4.32 Million
25,970 New
25,970 $4.01 Billion

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 $280B
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.