A detailed history of Precedent Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 19,175 shares of CVX stock, worth $2.95 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
19,175
Previous 2,548 652.55%
Holding current value
$2.95 Million
Previous $365 Million 716.14%
% of portfolio
0.66%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$145.57 - $161.83 $2.42 Million - $2.69 Million
16,627 Added 652.55%
19,175 $2.98 Billion
Q2 2025

Jul 21, 2025

BUY
$133.73 - $168.51 $8,291 - $10,447
62 Added 2.49%
2,548 $365 Million
Q1 2025

Apr 17, 2025

SELL
$146.71 - $167.97 $1.34 Million - $1.54 Million
-9,161 Reduced 78.66%
2,486 $416 Million
Q4 2024

Jan 21, 2025

BUY
$141.15 - $162.53 $109,391 - $125,960
775 Added 7.13%
11,647 $1.69 Billion
Q3 2024

Oct 17, 2024

BUY
$137.88 - $161.97 $130,296 - $153,061
945 Added 9.52%
10,872 $1.6 Billion
Q2 2024

Jul 23, 2024

BUY
$152.57 - $166.33 $69,724 - $76,012
457 Added 4.83%
9,927 $1.55 Billion
Q1 2024

Apr 23, 2024

BUY
$141.82 - $157.74 $80,270 - $89,280
566 Added 6.36%
9,470 $1.49 Billion
Q4 2023

Jan 18, 2024

BUY
$141.77 - $169.1 $1.26 Million - $1.51 Million
8,904 New
8,904 $1.33 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 $301B
  • 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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