A detailed history of Balanced Wealth Group LLC transactions in Chevron Corp stock. As of the latest transaction made, Balanced Wealth Group LLC holds 3,170 shares of CVX stock, worth $459,618. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,170
Previous 3,137 1.05%
Holding current value
$459,618
Previous $519 Million 4.41%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Aug 13, 2024

BUY
$152.57 - $166.33 $5,034 - $5,488
33 Added 1.05%
3,170 $496 Million
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $207,624 - $230,931
1,464 Added 87.51%
3,137 $519 Million
Q4 2023

Feb 06, 2024

BUY
$141.77 - $169.1 $237,181 - $282,904
1,673 New
1,673 $250 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 $284B
  • 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 Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group 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 Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.