A detailed history of Charles Carroll Financial Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 3,400 shares of CVX stock, worth $548,828. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,400
Previous 6,800 50.0%
Holding current value
$548,828
Previous $1.15 Million 55.76%
% of portfolio
0.55%
Previous 1.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$141.77 - $169.1 $482,018 - $574,940
-3,400 Reduced 50.0%
3,400 $507,000
Q2 2023

Aug 14, 2023

SELL
$150.62 - $172.44 $15,062 - $17,244
-100 Reduced 1.45%
6,800 $1.07 Million
Q1 2023

May 08, 2023

SELL
$152.34 - $187.79 $15,234 - $18,779
-100 Reduced 1.43%
6,900 $1.13 Million
Q2 2022

Jul 27, 2022

BUY
$142.43 - $181.13 $997,010 - $1.27 Million
7,000 New
7,000 $1.01 Million

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
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