A detailed history of Total Wealth Planning & Management, Inc. transactions in Chevron Corp stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 7,288 shares of CVX stock, worth $991,605. This represents 1.16% of its overall portfolio holdings.

Number of Shares
7,288
Previous 3,601 102.39%
Holding current value
$991,605
Previous $522 Million 133.76%
% of portfolio
1.16%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$146.71 - $167.97 $540,919 - $619,305
3,687 Added 102.39%
7,288 $1.22 Billion
Q4 2024

Feb 28, 2025

BUY
$141.15 - $162.53 $508,281 - $585,270
3,601 New
3,601 $522 Million

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 $266B
  • 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
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.