A detailed history of Root Financial Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,128 shares of CVX stock, worth $611,150. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,128
Previous 4,217 2.11%
Holding current value
$611,150
Previous $665 Million 2.94%
% of portfolio
0.15%
Previous 0.2%

Shares

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

Aug 02, 2024

SELL
$152.57 - $166.33 $13,578 - $14,803
-89 Reduced 2.11%
4,128 $646 Million
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 $290B
  • 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 Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, 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 Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.