Zimmermann Investment Management & Planning LLC Chevron Corp Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$152.57 - $166.33 $57,824 - $63,039	-379 Reduced 20.12%	1,505 $235,000
Q1 2024 Apr 22, 2024	SELL	$141.82 - $157.74 $101,117 - $112,468	-713 Reduced 27.45%	1,884 $297,000
Q4 2023 Jan 22, 2024	BUY	$141.77 - $169.1 $24,526 - $29,254	173 Added 7.14%	2,597 $387,000
Q3 2023 Oct 31, 2023	SELL	$152.88 - $171.04 $40,513 - $45,325	-265 Reduced 9.85%	2,424 $408,000
Q2 2023 Jul 13, 2023	BUY	$150.62 - $172.44 $50,457 - $57,767	335 Added 14.23%	2,689 $423,000
Q1 2023 Apr 25, 2023	BUY	$152.34 - $187.79 $51,490 - $63,473	338 Added 16.77%	2,354 $384,000
Q4 2022 Jan 20, 2023	BUY	$151.73 - $188.05 $34,594 - $42,875	228 Added 12.75%	2,016 $0
Q3 2022 Nov 01, 2022	SELL	$135.94 - $164.63 $5,981 - $7,243	-44 Reduced 2.4%	1,788 $257,000
Q2 2022 Jul 28, 2022	BUY	$142.43 - $181.13 $260,931 - $331,830	1,832 New	1,832 $265,000

Others Institutions Holding CVX

# of Institutions

3,852

Shares Held

1.33B

Call Options Held

19.1M

Put Options Held

20.4M

State Street Corp Boston, MA

159M
Shares

$25.8 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

159M
Shares

$25.7 Billion
0.43% of portfolio
Black Rock Inc. New York, NY

128M
Shares

$20.7 Billion
0.46% of portfolio
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

119M
Shares

$19.2 Billion
6.65% of portfolio
Geode Capital Management, LLC Boston, MA

35.9M
Shares

$5.81 Billion
0.44% of portfolio

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $317B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account