A detailed history of Phillips Wealth Planners LLC transactions in Chevron Corp stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,996 shares of CVX stock, worth $983,707. This represents 1.14% of its overall portfolio holdings.

Number of Shares
6,996
Previous 7,109 1.59%
Holding current value
$983,707
Previous $1.11 Billion 2.31%
% of portfolio
1.14%
Previous 1.28%

Shares

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

Aug 02, 2024

SELL
$152.57 - $166.33 $17,240 - $18,795
-113 Reduced 1.59%
6,996 $1.09 Billion
Q1 2024

Apr 29, 2024

SELL
$141.82 - $157.74 $2,836 - $3,154
-20 Reduced 0.28%
7,109 $1.11 Billion
Q4 2023

Feb 12, 2024

BUY
$141.77 - $169.1 $43,948 - $52,421
310 Added 4.55%
7,129 $1.01 Billion
Q3 2023

Oct 30, 2023

BUY
$152.88 - $171.04 $6,573 - $7,354
43 Added 0.63%
6,819 $1.15 Billion
Q2 2023

Jul 26, 2023

BUY
$150.62 - $172.44 $120,345 - $137,779
799 Added 13.37%
6,776 $1.07 Billion
Q1 2023

May 15, 2023

SELL
$152.34 - $187.79 $3,503 - $4,319
-23 Reduced 0.38%
5,977 $1 Billion
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $910,379 - $1.13 Million
6,000 New
6,000 $1.03 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 $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...
More about CVX
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