A detailed history of Wealth Plan Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 37,156 shares of CVX stock, worth $5.31 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
37,156
Previous 46,013 19.25%
Holding current value
$5.31 Million
Previous $7.2 Billion 23.97%
% of portfolio
0.73%
Previous 0.77%

Shares

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

Nov 05, 2024

SELL
$137.88 - $161.97 $1.22 Million - $1.43 Million
-8,857 Reduced 19.25%
37,156 $5.47 Billion
Q2 2024

Aug 09, 2024

SELL
$152.57 - $166.33 $956,461 - $1.04 Million
-6,269 Reduced 11.99%
46,013 $7.2 Billion
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

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $280B
  • 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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.