Independent Solutions Wealth Management, LLC Chevron Corp Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 24,371 shares of CVX stock, worth $3.79 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

24,371

Previous 23,011 5.91%

Holding current value

$3.79 Million

Previous $3.39 Billion 4.16%

% of portfolio

0.77%

Previous 0.77%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$141.15 - $162.53 $191,964 - $221,040	1,360 Added 5.91%	24,371 $3.53 Billion
Q3 2024 Dec 19, 2024	BUY	$137.88 - $161.97 $98,722 - $115,970	716 Added 3.21%	23,011 $3.39 Billion
Q2 2024 Dec 19, 2024	SELL	$152.57 - $166.33 $42,567 - $46,406	-279 Reduced 1.24%	22,295 $3.49 Billion
Q1 2024 Dec 19, 2024	BUY	$141.82 - $157.74 $226,628 - $252,068	1,598 Added 7.62%	22,574 $3.56 Billion
Q4 2023 Dec 19, 2024	BUY	$141.77 - $169.1 $536,315 - $639,705	3,783 Added 22.0%	20,976 $3.13 Billion
Q3 2023 Dec 19, 2024	SELL	$152.88 - $171.04 $258,214 - $288,886	-1,689 Reduced 8.95%	17,193 $2.9 Billion
Q2 2023 Dec 19, 2024	BUY	$150.62 - $172.44 $67,929 - $77,770	451 Added 2.45%	18,882 $2.97 Billion
Q1 2023 Dec 19, 2024	BUY	$152.34 - $187.79 $73,275 - $90,326	481 Added 2.68%	18,431 $3.01 Billion
Q4 2022 Dec 19, 2024	BUY	$151.73 - $188.05 $180,558 - $223,779	1,190 Added 7.1%	17,950 $3.22 Billion
Q3 2022 Dec 19, 2024	SELL	$135.94 - $164.63 $689,487 - $835,003	-5,072 Reduced 23.23%	16,760 $2.41 Billion
Q2 2022 Dec 19, 2024	SELL	$142.43 - $181.13 $372,312 - $473,473	-2,614 Reduced 10.69%	21,832 $3.16 Billion
Q1 2022 Dec 19, 2024	BUY	$119.26 - $170.9 $182,825 - $261,989	1,533 Added 6.69%	24,446 $3.98 Billion
Q4 2021 Dec 19, 2024	BUY	$104.33 - $118.79 $231,299 - $263,357	2,217 Added 10.71%	22,913 $2.69 Billion
Q3 2021 Dec 19, 2024	BUY	$94.29 - $106.21 $59,496 - $67,018	631 Added 3.14%	20,696 $2.1 Billion
Q2 2021 Dec 19, 2024	BUY	$100.95 - $110.81 $986,887 - $1.08 Million	9,776 Added 95.01%	20,065 $2.1 Billion
Q1 2021 Dec 19, 2024	BUY	$84.71 - $111.56 $592,885 - $780,808	6,999 Added 212.74%	10,289 $1.08 Billion
Q4 2020 Dec 19, 2024	SELL	$66.88 - $95.62 $49,290 - $70,471	-737 Reduced 18.3%	3,290 $278 Million
Q3 2020 Dec 19, 2024	SELL	$71.8 - $91.39 $36,977 - $47,065	-515 Reduced 11.34%	4,027 $290 Million
Q2 2020 Dec 19, 2024	SELL	$68.56 - $103.24 $26,532 - $39,953	-387 Reduced 7.85%	4,542 $405 Million
Q1 2020 Dec 19, 2024	SELL	$54.22 - $121.43 $419,717 - $939,989	-7,741 Reduced 61.1%	4,929 $357 Million
Q4 2019 Dec 13, 2024	BUY	$111.71 - $122.28 $1.42 Million - $1.55 Million	12,670 New	12,670 $1.53 Billion

Others Institutions Holding CVX

# of Institutions

4,090

Shares Held

1.34B

Call Options Held

22.1M

Put Options Held

21.9M

View Full List

About CHEVRON CORP

Ticker CVX
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 1,957,430,016
Market Cap $304B
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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account

Independent Solutions Wealth Management, LLC Chevron Corp Transaction History