A detailed history of Wealth Effects LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Effects LLC holds 15,296 shares of CVX stock, worth $2.47 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
15,296
Previous 15,540 1.57%
Holding current value
$2.47 Million
Previous $2.43 Million 7.33%
% of portfolio
0.88%
Previous 1.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$137.88 - $161.97 $33,642 - $39,520
-244 Reduced 1.57%
15,296 $2.25 Million
Q2 2024

Aug 02, 2024

BUY
$152.57 - $166.33 $4,577 - $4,989
30 Added 0.19%
15,540 $2.43 Million
Q1 2024

Apr 22, 2024

SELL
$141.82 - $157.74 $210,602 - $234,243
-1,485 Reduced 8.74%
15,510 $2.45 Million
Q4 2023

Jan 29, 2024

BUY
$141.77 - $169.1 $712,536 - $849,896
5,026 Added 41.99%
16,995 $2.53 Million
Q3 2023

Oct 16, 2023

SELL
$152.88 - $171.04 $5,045 - $5,644
-33 Reduced 0.27%
11,969 $2.02 Million
Q2 2023

Jul 18, 2023

SELL
$150.62 - $172.44 $76,213 - $87,254
-506 Reduced 4.05%
12,002 $1.89 Million
Q1 2023

May 04, 2023

SELL
$152.34 - $187.79 $210,381 - $259,337
-1,381 Reduced 9.94%
12,508 $2.04 Million
Q4 2022

Feb 02, 2023

SELL
$151.73 - $188.05 $84,665 - $104,931
-558 Reduced 3.86%
13,889 $2.49 Million
Q3 2022

Nov 14, 2022

SELL
$135.94 - $164.63 $241,973 - $293,041
-1,780 Reduced 10.97%
14,447 $2.08 Million
Q2 2022

Aug 03, 2022

BUY
$142.43 - $181.13 $17,234 - $21,916
121 Added 0.75%
16,227 $2.35 Million
Q1 2022

May 16, 2022

BUY
$119.26 - $170.9 $9,779 - $14,013
82 Added 0.51%
16,106 $2.62 Million
Q4 2021

Feb 09, 2022

BUY
$104.33 - $118.79 $1.67 Million - $1.9 Million
16,024 New
16,024 $1.88 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 $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...
More about CVX
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