Wealth Plan Investment Management, LLC Chevron Corp Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 72,794 shares of CVX stock, worth $11.5 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
72,794
Previous 69,541
4.68%
Holding current value
$11.5 Million
Previous $10.4 Million
10.7%
% of portfolio
1.94%
Previous 1.73%
Shares
10 transactions
Others Institutions Holding CVX
# of Institutions
3,805Shares Held
1.32BCall Options Held
24.4MPut Options Held
21.6M-
Vanguard Group Inc Valley Forge, PA161MShares$25.4 Billion0.51% of portfolio
-
Black Rock Inc. New York, NY129MShares$20.3 Billion0.48% of portfolio
-
State Street Corp Boston, MA123MShares$19.4 Billion0.88% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne123MShares$19.4 Billion5.91% of portfolio
-
Morgan Stanley New York, NY35.8MShares$5.65 Billion0.46% of portfolio
About CHEVRON CORP
- Ticker CVX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 1,957,430,016
- Market Cap $309B
- 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...