Wealth Dimensions Group, Ltd. Chevron Corp Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Chevron Corp stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 5,993 shares of CVX stock, worth $967,390. This represents 0.22% of its overall portfolio holdings.

Number of Shares

5,993

Previous 5,291 13.27%

Holding current value

$967,390

Previous $827,000 6.65%

% of portfolio

0.22%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$137.88 - $161.97 $96,791 - $113,702	702 Added 13.27%	5,993 $882,000
Q2 2024 Aug 09, 2024	SELL	$152.57 - $166.33 $4,729 - $5,156	-31 Reduced 0.58%	5,291 $827,000
Q1 2024 May 09, 2024	SELL	$141.82 - $157.74 $29,782 - $33,125	-210 Reduced 3.8%	5,322 $839,000
Q4 2023 Feb 09, 2024	BUY	$141.77 - $169.1 $11,625 - $13,866	82 Added 1.5%	5,532 $825,000
Q3 2023 Nov 14, 2023	BUY	$152.88 - $171.04 $2,751 - $3,078	18 Added 0.33%	5,450 $918,000
Q2 2023 Aug 14, 2023	SELL	$150.62 - $172.44 $18,676 - $21,382	-124 Reduced 2.23%	5,432 $854,000
Q1 2023 May 09, 2023	SELL	$152.34 - $187.79 $253,798 - $312,858	-1,666 Reduced 23.07%	5,556 $906,000
Q4 2022 Feb 10, 2023	BUY	$151.73 - $188.05 $21,090 - $26,138	139 Added 1.96%	7,222 $1.3 Million
Q3 2022 Nov 10, 2022	BUY	$135.94 - $164.63 $3,670 - $4,445	27 Added 0.38%	7,083 $1.02 Million
Q2 2022 Aug 05, 2022	SELL	$142.43 - $181.13 $17,946 - $22,822	-126 Reduced 1.75%	7,056 $1.02 Million
Q1 2022 May 04, 2022	BUY	$119.26 - $170.9 $64,281 - $92,115	539 Added 8.11%	7,182 $1.17 Million
Q4 2021 Feb 04, 2022	BUY	$104.33 - $118.79 $24,100 - $27,440	231 Added 3.6%	6,643 $780,000
Q3 2021 Nov 03, 2021	BUY	$94.29 - $106.21 $254,488 - $286,660	2,699 Added 72.69%	6,412 $650,000
Q2 2021 Aug 12, 2021	BUY	$100.95 - $110.81 $82,476 - $90,531	817 Added 28.21%	3,713 $389,000
Q1 2021 May 13, 2021	BUY	$84.71 - $111.56 $6,268 - $8,255	74 Added 2.62%	2,896 $303,000
Q4 2020 Feb 17, 2021	BUY	$66.88 - $95.62 $188,735 - $269,839	2,822 New	2,822 $238,000

Others Institutions Holding CVX

# of Institutions

3,852

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $316B
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...

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Wealth Dimensions Group, Ltd. Chevron Corp Transaction History