Smallwood Wealth Investment Management, LLC Chevron Corp Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 4,256 shares of CVX stock, worth $604,777. This represents 0.47% of its overall portfolio holdings.
Number of Shares
4,256
Previous 4,952
14.05%
Holding current value
$604,777
Previous $717,000
0.84%
% of portfolio
0.47%
Previous 0.51%
Shares
11 transactions
Others Institutions Holding CVX
# of Institutions
4,284Shares Held
1.33BCall Options Held
26.6MPut Options Held
20.9M-
Vanguard Group Inc Valley Forge, PA156MShares$22.2 Billion0.49% of portfolio
-
State Street Corp Boston, MA144MShares$20.5 Billion1.02% of portfolio
-
Black Rock Inc. New York, NY128MShares$18.2 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne119MShares$16.9 Billion7.79% of portfolio
-
Geode Capital Management, LLC Boston, MA37.4MShares$5.31 Billion0.5% of portfolio
About CHEVRON CORP
- Ticker CVX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 1,957,430,016
- Market Cap $278B
- 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...