A detailed history of Morningstar Investment Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Morningstar Investment Management LLC holds 9,812 shares of CVX stock, worth $1.54 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,812
Previous 7,220 35.9%
Holding current value
$1.54 Million
Previous $1.08 Million 43.73%
% of portfolio
0.17%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$141.82 - $157.74 $367,597 - $408,862
2,592 Added 35.9%
9,812 $1.55 Million
Q4 2023

Feb 13, 2024

BUY
$141.77 - $169.1 $88,039 - $105,011
621 Added 9.41%
7,220 $1.08 Million
Q3 2023

Apr 09, 2024

BUY
$152.88 - $171.04 $113,436 - $126,911
742 Added 12.67%
6,599 $1.11 Million
Q3 2023

Nov 14, 2023

BUY
$152.88 - $171.04 $113,436 - $126,911
742 Added 12.67%
6,599 $1.11 Million
Q2 2023

Apr 09, 2024

BUY
$150.62 - $172.44 $145,197 - $166,232
964 Added 19.7%
5,857 $922,000
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $882,181 - $1.01 Million
5,857 New
5,857 $922,000
Q1 2023

Apr 09, 2024

SELL
$152.34 - $187.79 $354,495 - $436,987
-2,327 Reduced 32.23%
4,893 $798,000
Q4 2022

Apr 05, 2024

SELL
$151.73 - $188.05 $278,121 - $344,695
-1,833 Reduced 25.39%
5,387 $967,000
Q4 2022

Feb 10, 2023

BUY
$151.73 - $188.05 $817,369 - $1.01 Million
5,387 New
5,387 $967,000
Q3 2022

Apr 05, 2024

SELL
$135.94 - $164.63 $228,651 - $276,907
-1,682 Reduced 23.3%
5,538 $796,000
Q2 2022

Aug 12, 2022

BUY
$142.43 - $181.13 $586,384 - $745,712
4,117 New
4,117 $596,000

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 $307B
  • 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 Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management 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 Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.