A detailed history of Precedent Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 10,872 shares of CVX stock, worth $1.75 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
10,872
Previous 9,927 9.52%
Holding current value
$1.75 Million
Previous $1.55 Billion 3.11%
% of portfolio
0.53%
Previous 0.63%

Shares

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

Oct 17, 2024

BUY
$137.88 - $161.97 $130,296 - $153,061
945 Added 9.52%
10,872 $1.6 Billion
Q2 2024

Jul 23, 2024

BUY
$152.57 - $166.33 $69,724 - $76,012
457 Added 4.83%
9,927 $1.55 Billion
Q1 2024

Apr 23, 2024

BUY
$141.82 - $157.74 $80,270 - $89,280
566 Added 6.36%
9,470 $1.49 Billion
Q4 2023

Jan 18, 2024

BUY
$141.77 - $169.1 $1.26 Million - $1.51 Million
8,904 New
8,904 $1.33 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 $316B
  • 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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