A detailed history of Core Wealth Partners LLC transactions in Chevron Corp stock. As of the latest transaction made, Core Wealth Partners LLC holds 8,596 shares of CVX stock, worth $1.39 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
8,596
Previous 7,484 14.86%
Holding current value
$1.39 Million
Previous $1.17 Billion 8.13%
% of portfolio
0.77%
Previous 0.8%

Shares

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

Nov 04, 2024

BUY
$137.88 - $161.97 $153,322 - $180,110
1,112 Added 14.86%
8,596 $1.27 Billion
Q2 2024

Aug 13, 2024

BUY
$152.57 - $166.33 $84,828 - $92,479
556 Added 8.03%
7,484 $1.17 Billion
Q1 2024

Apr 19, 2024

BUY
$141.82 - $157.74 $17,302 - $19,244
122 Added 1.79%
6,928 $1.09 Billion
Q4 2023

Feb 07, 2024

BUY
$141.77 - $169.1 $31,331 - $37,371
221 Added 3.36%
6,806 $1.02 Billion
Q3 2023

Nov 13, 2023

BUY
$152.88 - $171.04 $333,431 - $373,038
2,181 Added 49.52%
6,585 $1.11 Billion
Q1 2023

May 11, 2023

SELL
$152.34 - $187.79 $1.2 Million - $1.48 Million
-7,875 Reduced 64.13%
4,404 $719 Million
Q4 2022

Feb 13, 2023

BUY
$151.73 - $188.05 $1.86 Million - $2.31 Million
12,279 New
12,279 $1.09 Billion

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 $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...
More about CVX
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth 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 Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.