A detailed history of Heritage Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 1,298 shares of CVX stock, worth $203,409. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,298
Previous 1,383 6.15%
Holding current value
$203,409
Previous $206 Million 1.56%
% of portfolio
0.29%
Previous 0.42%

Shares

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

Jul 05, 2024

SELL
$152.57 - $166.33 $12,968 - $14,138
-85 Reduced 6.15%
1,298 $203 Million
Q4 2023

Jan 19, 2024

SELL
$141.77 - $169.1 $15,311 - $18,262
-108 Reduced 7.24%
1,383 $206 Million
Q3 2023

Oct 18, 2023

SELL
$152.88 - $171.04 $21,403 - $23,945
-140 Reduced 8.58%
1,491 $251 Million
Q2 2023

Aug 11, 2023

BUY
$150.62 - $172.44 $245,661 - $281,249
1,631 New
1,631 $257 Million
Q4 2022

Feb 10, 2023

BUY
$151.73 - $188.05 $295,114 - $365,757
1,945 New
1,945 $353 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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