A detailed history of Kolinsky Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 4,837 shares of CVX stock, worth $680,130. This represents 0.55% of its overall portfolio holdings.

Number of Shares
4,837
Previous 4,397 10.01%
Holding current value
$680,130
Previous $693,000 9.09%
% of portfolio
0.55%
Previous 0.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$152.57 - $166.33 $67,130 - $73,185
440 Added 10.01%
4,837 $756,000
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $35,596 - $39,592
251 Added 6.05%
4,397 $693,000
Q4 2023

Feb 13, 2024

SELL
$141.77 - $169.1 $42,814 - $51,068
-302 Reduced 6.79%
4,146 $618,000
Q3 2023

Nov 14, 2023

SELL
$152.88 - $171.04 $611 - $684
-4 Reduced 0.09%
4,448 $750,000
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $60,699 - $69,493
403 Added 9.95%
4,452 $700,000
Q1 2023

May 15, 2023

BUY
$152.34 - $187.79 $304 - $375
2 Added 0.05%
4,049 $661,000
Q4 2022

Feb 14, 2023

SELL
$151.73 - $188.05 $3,489 - $4,325
-23 Reduced 0.57%
4,047 $726,000
Q3 2022

Nov 14, 2022

SELL
$135.94 - $164.63 $4,486 - $5,432
-33 Reduced 0.8%
4,070 $585,000
Q2 2022

Aug 15, 2022

BUY
$142.43 - $181.13 $7,548 - $9,599
53 Added 1.31%
4,103 $594,000
Q1 2022

May 12, 2022

BUY
$119.26 - $170.9 $82,170 - $117,750
689 Added 20.5%
4,050 $659,000
Q4 2021

Jan 20, 2022

BUY
$104.33 - $118.79 $350,653 - $399,253
3,361 New
3,361 $394,000

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 $275B
  • 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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