A detailed history of Dynamic Wealth Strategies, LLC transactions in Chevron Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,984 shares of CVX stock, worth $311,031. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,984
Previous 2,047 3.08%
Holding current value
$311,031
Previous $323,000 4.02%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Aug 15, 2024

SELL
$152.57 - $166.33 $9,611 - $10,478
-63 Reduced 3.08%
1,984 $310,000
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $211,737 - $235,505
1,493 Added 269.49%
2,047 $323,000
Q4 2023

Feb 13, 2024

BUY
$141.77 - $169.1 $78,540 - $93,681
554 New
554 $82.6 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
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