A detailed history of Lodestone Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 10,981 shares of CVX stock, worth $1.57 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
10,981
Previous 10,866 1.06%
Holding current value
$1.57 Million
Previous $1.7 Billion 4.85%
% of portfolio
0.81%
Previous 0.9%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$137.88 - $161.97 $15,856 - $18,626
115 Added 1.06%
10,981 $1.62 Billion
Q2 2024

Jul 16, 2024

BUY
$152.57 - $166.33 $13,578 - $14,803
89 Added 0.83%
10,866 $1.7 Billion
Q1 2024

Apr 30, 2024

BUY
$141.82 - $157.74 $4,396 - $4,889
31 Added 0.29%
10,777 $1.7 Billion
Q4 2023

Jan 24, 2024

BUY
$141.77 - $169.1 $99,947 - $119,215
705 Added 7.02%
10,746 $1.6 Billion
Q3 2023

Oct 20, 2023

BUY
$152.88 - $171.04 $12,077 - $13,512
79 Added 0.79%
10,041 $1.69 Billion
Q2 2023

Jul 25, 2023

SELL
$150.62 - $172.44 $247 Million - $283 Million
-1,641,320 Reduced 99.4%
9,962 $1.57 Billion
Q1 2023

May 15, 2023

BUY
$152.34 - $187.79 $249 Million - $307 Million
1,635,021 Added 10054.86%
1,651,282 $1.01 Billion
Q4 2022

Feb 09, 2023

BUY
$151.73 - $188.05 $2.47 Million - $3.06 Million
16,261 New
16,261 $2.92 Billion

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 $280B
  • 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 Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth 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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.