TOTAL WEALTH PLANNING, LLC – Chevron Corporation Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$905,000
portfolio value
TOTAL WEALTH PLANNING, LLC quarter portfolio value change:
-0.77%
quarter
Chevron Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.20% | 75 shares | 4K | $143.67 | 6.30K |
| Q2 2022 | share | Decrease | -17.01% | -1.27K shares | -321K | $144.78 | 6.22K |
| Q1 2022 | share | Decrease | -53.93% | -8.78K shares | -784K | $162.83 | 7.50K |
| Q4 2021 | share | Increase | +71.71% | 6.80K shares | 1.04M | $117.43 | 16.28K |
| Q3 2021 | share | Increase | +2.62% | 242 shares | -6K | $100.29 | 9.48K |
| Q2 2021 | share | Decrease | -11.75% | -1.23K shares | -129K | $102.12 | 9.24K |
| Q1 2021 | share | Decrease | -17.14% | -2.16K shares | 30K | $100.9 | 10.47K |
| Q4 2020 | share | Decrease | -21.61% | -3.48K shares | -94K | $80.2 | 12.63K |
| Q3 2020 | share | Increase | +0.69% | 111 shares | -268K | $67.38 | 16.12K |
| Q2 2020 | share | Increase | +0.55% | 88 shares | 275K | $82.29 | 16.01K |
| Q1 2020 | share | Decrease | -0.23% | -36 shares | -769K | $65.91 | 15.92K |
| Q4 2019 | share | Increase | +0.39% | 62 shares | 38K | $108.34 | 15.95K |
| Q3 2019 | share | Decrease | -2.70% | -441 shares | -148K | $105.59 | 15.89K |
| Q2 2019 | share | Increase | +0.32% | 52 shares | 27K | $109.66 | 16.33K |
| Q1 2019 | share | Increase | +0.35% | 57 shares | 241K | $107.49 | 16.28K |
| Q4 2018 | share | Increase | 0.00% | 16.22K shares | 1.76M | $93.99 | 16.22K |