A detailed history of Wr Wealth Planners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,264 shares of CVX stock, worth $198,157. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,264
Previous 1,283 1.48%
Holding current value
$198,157
Previous $200,000 7.0%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 17, 2024

SELL
$137.88 - $161.97 $2,619 - $3,077
-19 Reduced 1.48%
1,264 $186,000
Q2 2024

Jul 31, 2024

BUY
$152.57 - $166.33 $2,898 - $3,160
19 Added 1.5%
1,283 $200,000
Q1 2024

Jul 31, 2024

BUY
$141.82 - $157.74 $179,260 - $199,383
1,264 New
1,264 $199,000
Q3 2023

Aug 01, 2024

BUY
$152.88 - $171.04 $42,653 - $47,720
279 Added 32.03%
1,150 $194 Million
Q2 2023

Aug 01, 2024

SELL
$150.62 - $172.44 $62,055 - $71,045
-412 Reduced 32.11%
871 $137 Million
Q1 2023

Aug 01, 2024

SELL
$152.34 - $187.79 $56,822 - $70,045
-373 Reduced 29.07%
910 $148 Million
Q4 2022

Oct 10, 2024

BUY
$151.73 - $188.05 $303 - $376
2 Added 0.54%
373 $67 Million
Q3 2022

Oct 10, 2024

SELL
$135.94 - $164.63 $123,977 - $150,142
-912 Reduced 71.08%
371 $53.3 Million
Q2 2022

Oct 17, 2024

BUY
$142.43 - $181.13 $284 - $362
2 Added 0.54%
369 $53.4 Million
Q1 2022

Oct 17, 2024

SELL
$119.26 - $170.9 $106,976 - $153,297
-897 Reduced 70.97%
367 $59.7 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 $307B
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.