Ridgecrest Wealth Partners, LLC Chevron Corp Transaction History

Ridgecrest Wealth Partners, LLC

$167 Million
Q1 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 33,875 shares of CVX stock, worth $5.23 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

33,875

Previous 34,825 2.73%

Holding current value

$5.23 Million

Previous $5.19 Million 2.87%

% of portfolio

3.2%

Previous 3.44%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$141.82 - $157.74 $134,729 - $149,853	-950 Reduced 2.73%	33,875 $5.34 Million
Q4 2023 Jan 09, 2024	BUY	$141.77 - $169.1 $66,206 - $78,969	467 Added 1.36%	34,825 $5.19 Million
Q3 2023 Oct 25, 2023	SELL	$152.88 - $171.04 $458,640 - $513,120	-3,000 Reduced 8.03%	34,358 $5.79 Million
Q2 2023 Jul 31, 2023	SELL	$150.62 - $172.44 $27,563 - $31,556	-183 Reduced 0.49%	37,358 $5.88 Million
Q1 2023 Apr 24, 2023	SELL	$152.34 - $187.79 $2,285 - $2,816	-15 Reduced 0.04%	37,541 $6.13 Million

Q4 2022 Jan 26, 2023	SELL	$151.73 - $188.05 $400,870 - $496,828	-2,642 Reduced 6.57%	37,556 $0
Q3 2022 Oct 20, 2022	SELL	$135.94 - $164.63 $124,656 - $150,965	-917 Reduced 2.23%	40,198 $5.78 Million
Q2 2022 Jul 29, 2022	SELL	$142.43 - $181.13 $27,773 - $35,320	-195 Reduced 0.47%	41,115 $5.95 Million
Q1 2022 Apr 26, 2022	SELL	$119.26 - $170.9 $32,438 - $46,484	-272 Reduced 0.65%	41,310 $6.73 Million
Q4 2021 Jan 19, 2022	SELL	$104.33 - $118.79 $36,932 - $42,051	-354 Reduced 0.84%	41,582 $4.88 Million
Q3 2021 Nov 03, 2021	BUY	$94.29 - $106.21 $133,514 - $150,393	1,416 Added 3.49%	41,936 $4.25 Million
Q2 2021 Jul 21, 2021	BUY	$100.95 - $110.81 $1.7 Million - $1.87 Million	16,883 Added 71.43%	40,520 $4.24 Million
Q1 2021 May 19, 2021	BUY	$84.71 - $111.56 $2 Million - $2.64 Million	23,637 New	23,637 $2.48 Million

Others Institutions Holding CVX

# of Institutions

3,799

Shares Held

1.32B

Call Options Held

24.4M

Put Options Held

21.7M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $302B
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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Ridgecrest Wealth Partners, LLC Chevron Corp Transaction History