A detailed history of Wealth Trust Asset Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 2,708 shares of CVX stock, worth $386,837. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,708
Previous 2,060 31.46%
Holding current value
$386,837
Previous $322,000 23.6%
% of portfolio
0.3%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$137.88 - $161.97 $89,346 - $104,956
648 Added 31.46%
2,708 $398,000
Q2 2024

Aug 12, 2024

BUY
$152.57 - $166.33 $2,746 - $2,993
18 Added 0.88%
2,060 $322,000
Q1 2024

May 03, 2024

SELL
$141.82 - $157.74 $139,267 - $154,900
-982 Reduced 32.47%
2,042 $322,000
Q4 2023

Feb 08, 2024

BUY
$141.77 - $169.1 $144,321 - $172,143
1,018 Added 50.75%
3,024 $451,000
Q3 2023

Nov 08, 2023

BUY
$152.88 - $171.04 $2,293 - $2,565
15 Added 0.75%
2,006 $338,000
Q2 2023

Aug 04, 2023

BUY
$150.62 - $172.44 $2,409 - $2,759
16 Added 0.81%
1,991 $313,000
Q1 2023

Apr 28, 2023

BUY
$152.34 - $187.79 $2,285 - $2,816
15 Added 0.77%
1,975 $322,000
Q4 2022

Feb 06, 2023

BUY
$151.73 - $188.05 $18,359 - $22,754
121 Added 6.58%
1,960 $351,000
Q3 2022

Nov 03, 2022

BUY
$135.94 - $164.63 $951 - $1,152
7 Added 0.38%
1,839 $264,000
Q2 2022

Aug 08, 2022

BUY
$142.43 - $181.13 $1,139 - $1,449
8 Added 0.44%
1,832 $265,000
Q1 2022

May 27, 2022

BUY
$119.26 - $170.9 $217,530 - $311,721
1,824 New
1,824 $297,000

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
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