Wealth Plan Partners, LLC Chevron Corp Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 52,282 shares of CVX stock, worth $8.18 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

52,282

Previous 59,191 11.67%

Holding current value

$8.18 Million

Previous $8.83 Billion 6.59%

% of portfolio

0.85%

Previous 0.91%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$141.82 - $157.74 $979,834 - $1.09 Million	-6,909 Reduced 11.67%	52,282 $8.25 Billion
Q4 2023 Jan 05, 2024	BUY	$141.77 - $169.1 $799,724 - $953,893	5,641 Added 10.53%	59,191 $8.83 Billion
Q3 2023 Nov 01, 2023	BUY	$152.88 - $171.04 $3.82 Million - $4.28 Million	25,003 Added 87.59%	53,550 $9.03 Billion
Q2 2023 Jul 31, 2023	SELL	$150.62 - $172.44 $4.27 Million - $4.89 Million	-28,355 Reduced 49.83%	28,547 $4.49 Billion
Q1 2023 May 10, 2023	SELL	$152.34 - $187.79 $9.11 Million - $11.2 Million	-59,818 Reduced 51.25%	56,902 $9.28 Billion

Q4 2022 Feb 16, 2023	BUY	$151.73 - $188.05 $1.21 Million - $1.49 Million	7,943 Added 7.3%	116,720 $20.1 Billion
Q1 2022 May 03, 2022	SELL	$119.26 - $170.9 $1.91 Million - $2.73 Million	-15,979 Reduced 12.81%	108,777 $17 Million
Q4 2021 Feb 01, 2022	BUY	$104.33 - $118.79 $557,330 - $634,576	5,342 Added 4.47%	124,756 $16.4 Million
Q3 2021 Dec 09, 2021	BUY	$94.29 - $106.21 $1.86 Million - $2.09 Million	19,674 Added 19.73%	119,414 $12.1 Million
Q2 2021 Aug 19, 2021	BUY	$100.95 - $110.81 $9.48 Million - $10.4 Million	93,868 Added 1598.57%	99,740 $10.3 Million
Q1 2021 May 11, 2021	SELL	$84.71 - $111.56 $8,979 - $11,825	-106 Reduced 1.77%	5,872 $623,000
Q4 2020 Feb 09, 2021	SELL	$66.88 - $95.62 $60,258 - $86,153	-901 Reduced 13.1%	5,978 $532,000
Q3 2020 Dec 18, 2020	SELL	$71.8 - $91.39 $266,378 - $339,056	-3,710 Reduced 35.04%	6,879 $555,000
Q2 2020 Aug 19, 2020	SELL	$68.56 - $103.24 $17,688 - $26,635	-258 Reduced 2.38%	10,589 $951,000
Q1 2020 May 15, 2020	BUY	$54.22 - $121.43 $245,670 - $550,199	4,531 Added 71.74%	10,847 $977,000
Q4 2019 Feb 14, 2020	SELL	$111.71 - $122.28 $3,686 - $4,035	-33 Reduced 0.52%	6,316 $708,000
Q3 2019 Nov 15, 2019	SELL	$115.18 - $126.54 $16,931 - $18,601	-147 Reduced 2.26%	6,349 $776,000
Q2 2019 Aug 19, 2019	SELL	$113.85 - $126.68 $123,868 - $137,827	-1,088 Reduced 14.35%	6,496 $795,000
Q1 2019 May 16, 2019	BUY	$108.57 - $125.88 $27,142 - $31,470	250 Added 3.41%	7,584 $926,000
Q4 2018 Feb 20, 2019	SELL	$100.99 - $126.82 $25,752 - $32,339	-255 Reduced 3.36%	7,334 $875,000
Q3 2018 Nov 21, 2018	BUY	$114.48 - $127.83 $41,670 - $46,530	364 Added 5.04%	7,589 $881,000
Q2 2018 Aug 16, 2018	BUY	$112.24 - $130.39 $55,446 - $64,412	494 Added 7.34%	7,225 $914,000
Q1 2018 May 16, 2018	BUY	$109.06 - $133.6 $734,082 - $899,261	6,731 New	6,731 $767,000

Others Institutions Holding CVX

# of Institutions

3,794

Shares Held

1.32B

Call Options Held

24.4M

Put Options Held

21.7M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $306B
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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Wealth Plan Partners, LLC Chevron Corp Transaction History