Heartwood Wealth Advisors LLC Chevron Corp Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,924 shares of CVX stock, worth $832,973. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,924
Previous 5,802
2.1%
Holding current value
$832,973
Previous $915,000
1.2%
% of portfolio
0.11%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding CVX
# of Institutions
3,836Shares Held
1.37BCall Options Held
18.4MPut Options Held
17.2M-
Vanguard Group Inc Valley Forge, PA159MShares$22.3 Billion0.49% of portfolio
-
State Street Corp Boston, MA158MShares$22.2 Billion1.1% of portfolio
-
Black Rock Inc. New York, NY128MShares$18 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne119MShares$16.7 Billion6.7% of portfolio
-
Morgan Stanley New York, NY36.2MShares$5.09 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 $275B
- 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...