A detailed history of Root Financial Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,217 shares of CVX stock, worth $650,809. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,217
Previous 3,773 11.77%
Holding current value
$650,809
Previous $563 Million 18.21%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Apr 24, 2024

BUY
$141.82 - $157.74 $62,968 - $70,036
444 Added 11.77%
4,217 $665 Million
Q4 2023

Jan 29, 2024

BUY
$141.77 - $169.1 $13,751 - $16,402
97 Added 2.64%
3,773 $563 Million
Q3 2023

Oct 19, 2023

BUY
$152.88 - $171.04 $305 - $342
2 Added 0.05%
3,676 $620 Million
Q2 2023

Jul 26, 2023

SELL
$150.62 - $172.44 $23,797 - $27,245
-158 Reduced 4.12%
3,674 $578 Million
Q1 2023

May 11, 2023

BUY
$152.34 - $187.79 $583,766 - $719,611
3,832 New
3,832 $625 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 $302B
  • 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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