A detailed history of Heritage Oak Wealth Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 1,447 shares of CVX stock, worth $219,799. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,447
Holding current value
$219,799
% of portfolio
0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$141.15 - $162.53 $204,244 - $235,180
1,447 New
1,447 $210 Million
Q2 2024

Aug 28, 2024

BUY
$152.57 - $166.33 $478,459 - $521,610
3,136 New
3,136 $491 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 $297B
  • 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 Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.