A detailed history of Plan Group Financial, LLC transactions in Chevron Corp stock. As of the latest transaction made, Plan Group Financial, LLC holds 8,530 shares of CVX stock, worth $1.22 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,530
Previous 6,783 25.76%
Holding current value
$1.22 Million
Previous $1.06 Million 18.4%
% of portfolio
0.67%
Previous 0.65%

Shares

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

Oct 22, 2024

BUY
$137.88 - $161.97 $240,876 - $282,961
1,747 Added 25.76%
8,530 $1.26 Million
Q2 2024

Aug 05, 2024

BUY
$152.57 - $166.33 $425,670 - $464,060
2,790 Added 69.87%
6,783 $1.06 Million
Q1 2024

Apr 26, 2024

BUY
$141.82 - $157.74 $178,835 - $198,910
1,261 Added 46.16%
3,993 $629,000
Q4 2023

Jan 29, 2024

SELL
$141.77 - $169.1 $252,208 - $300,828
-1,779 Reduced 39.44%
2,732 $407,000
Q3 2023

Nov 13, 2023

SELL
$152.88 - $171.04 $155,020 - $173,434
-1,014 Reduced 18.35%
4,511 $760,000
Q2 2023

Aug 10, 2023

BUY
$150.62 - $172.44 $466,319 - $533,874
3,096 Added 127.46%
5,525 $869,000
Q2 2022

Aug 12, 2022

BUY
$142.43 - $181.13 $345,962 - $439,964
2,429 New
2,429 $351,000

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 $280B
  • 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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