A detailed history of Holistic Planning, LLC transactions in Chevron Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 8,781 shares of CVX stock, worth $1.42 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
8,781
Previous 7,039 24.75%
Holding current value
$1.42 Million
Previous $1.11 Billion 16.47%
% of portfolio
0.55%
Previous 0.85%

Shares

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

Nov 01, 2024

BUY
$137.88 - $161.97 $240,186 - $282,151
1,742 Added 24.75%
8,781 $1.29 Billion
Q1 2024

May 01, 2024

SELL
$141.82 - $157.74 $2,978 - $3,312
-21 Reduced 0.3%
7,039 $1.11 Billion
Q4 2023

Feb 14, 2024

BUY
$141.77 - $169.1 $1 Million - $1.19 Million
7,060 New
7,060 $1.05 Billion

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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