Wealth Plan Investment Management, LLC Chevron Corp Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 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 78,423 shares of CVX stock, worth $12.7 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
78,423
Previous 69,628
12.63%
Holding current value
$12.7 Million
Previous $10.9 Million
6.02%
% of portfolio
1.25%
Previous 1.78%
Shares
12 transactions
Others Institutions Holding CVX
# of Institutions
3,849Shares Held
1.33BCall Options Held
19.1MPut Options Held
20.4M-
State Street Corp Boston, MA159MShares$25.7 Billion0.97% of portfolio
-
Vanguard Group Inc Valley Forge, PA159MShares$25.6 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY128MShares$20.6 Billion0.46% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne119MShares$19.1 Billion6.65% of portfolio
-
Geode Capital Management, LLC Boston, MA35.9MShares$5.79 Billion0.44% of portfolio
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...