A detailed history of Iams Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Iams Wealth Management, LLC holds 13,294 shares of CVX stock, worth $1.97 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
13,294
Previous 12,036 10.45%
Holding current value
$1.97 Million
Previous $1.88 Billion 3.99%
% of portfolio
0.96%
Previous 1.03%

Shares

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

Oct 11, 2024

BUY
$137.88 - $161.97 $173,453 - $203,758
1,258 Added 10.45%
13,294 $1.96 Billion
Q2 2024

Aug 05, 2024

BUY
$152.57 - $166.33 $35,853 - $39,087
235 Added 1.99%
12,036 $1.88 Billion
Q1 2024

Apr 18, 2024

BUY
$141.82 - $157.74 $241,377 - $268,473
1,702 Added 16.85%
11,801 $1.8 Billion
Q4 2023

Feb 07, 2024

SELL
$141.77 - $169.1 $40,687 - $48,531
-287 Reduced 2.76%
10,099 $1.51 Billion
Q3 2023

Nov 14, 2023

BUY
$152.88 - $171.04 $1.59 Million - $1.78 Million
10,386 New
10,386 $1.75 Billion
Q1 2023

Oct 30, 2023

BUY
$152.34 - $187.79 $530,752 - $654,260
3,484 Added 68.95%
8,537 $1.39 Billion
Q4 2022

Oct 27, 2023

BUY
$151.73 - $188.05 $766,691 - $950,216
5,053 New
5,053 $907 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 Iams Wealth Management, LLC Portfolio

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.