A detailed history of Triad Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 2,787 shares of CVX stock, worth $420,056. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,787
Previous 2,308 20.75%
Holding current value
$420,056
Previous $364 Million 19.75%
% of portfolio
0.23%
Previous 0.28%

Shares

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

Jul 18, 2024

BUY
$152.57 - $166.33 $73,081 - $79,672
479 Added 20.75%
2,787 $436 Million
Q1 2024

Apr 23, 2024

BUY
$141.82 - $157.74 $327,320 - $364,063
2,308 New
2,308 $364 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 $295B
  • 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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