Concentric Wealth Management, LLC Chevron Corp Transaction History
Concentric Wealth Management, LLC
- $379 Million
- Q2 2024
A detailed history of Concentric Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 35,403 shares of CVX stock, worth $5.55 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
35,403
Previous 34,999
1.15%
Holding current value
$5.55 Million
Previous $5.52 Million
0.31%
% of portfolio
1.46%
Previous 1.47%
Shares
28 transactions
Others Institutions Holding CVX
# of Institutions
3,835Shares Held
1.37BCall Options Held
18.3MPut Options Held
17.2M-
Vanguard Group Inc Valley Forge, PA159MShares$24.9 Billion0.49% of portfolio
-
State Street Corp Boston, MA158MShares$24.8 Billion1.1% of portfolio
-
Black Rock Inc. New York, NY128MShares$20 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne119MShares$18.6 Billion6.7% of portfolio
-
Morgan Stanley New York, NY36.2MShares$5.67 Billion0.44% of portfolio
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...