A detailed history of Wealth Preservation Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 355 shares of CVX stock, worth $54,961. This represents 0.03% of its overall portfolio holdings.

Number of Shares
355
Previous 455 21.98%
Holding current value
$54,961
Previous $65.2 Million 15.38%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$145.57 - $161.83 $14,557 - $16,183
-100 Reduced 21.98%
355 $55.1 Million
Q2 2025

Aug 14, 2025

SELL
$133.73 - $168.51 $4,546 - $5,729
-34 Reduced 6.95%
455 $65.2 Million
Q1 2025

May 14, 2025

BUY
$146.71 - $167.97 $71,741 - $82,137
489 New
489 $81.8 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 $303B
  • 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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