A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 1,773 shares of CVX stock, worth $275,045. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,773
Previous 1,852 4.27%
Holding current value
$275,045
Previous $332,000 12.95%
% of portfolio
0.09%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$152.34 - $187.79 $12,034 - $14,835
-79 Reduced 4.27%
1,773 $289,000
Q4 2022

Feb 07, 2023

BUY
$151.73 - $188.05 $281,003 - $348,268
1,852 New
1,852 $332,000

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 $304B
  • 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 Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, 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 Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.