A detailed history of Dopkins Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,200 shares of CVX stock, worth $516,543. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,200
Previous 3,595 10.99%
Holding current value
$516,543
Previous $562,000 16.19%
% of portfolio
0.39%
Previous 0.36%

Shares

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

Nov 06, 2024

SELL
$137.88 - $161.97 $54,462 - $63,978
-395 Reduced 10.99%
3,200 $471,000
Q2 2024

Jul 30, 2024

BUY
$152.57 - $166.33 $14,494 - $15,801
95 Added 2.71%
3,595 $562,000
Q1 2024

May 03, 2024

BUY
$141.82 - $157.74 $496,370 - $552,090
3,500 New
3,500 $552,000
Q3 2023

Nov 13, 2023

BUY
$152.88 - $171.04 $535,080 - $598,640
3,500 New
3,500 $590,000

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 $316B
  • 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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