A detailed history of Instrumental Wealth, LLC transactions in Chevron Corp stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,235 shares of CVX stock, worth $319,269. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,238 0.13%
Holding current value
$319,269
Previous $353 Million 3.77%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Oct 15, 2024

SELL
$137.88 - $161.97 $413 - $485
-3 Reduced 0.13%
2,235 $339 Million
Q2 2024

Jul 26, 2024

BUY
$152.57 - $166.33 $11,595 - $12,641
76 Added 3.52%
2,238 $353 Million
Q1 2024

May 29, 2024

BUY
$141.82 - $157.74 $21,840 - $24,291
154 Added 7.67%
2,162 $344 Million
Q4 2023

Jan 25, 2024

SELL
$141.77 - $169.1 $43,239 - $51,575
-305 Reduced 13.19%
2,008 $291 Million
Q3 2023

Oct 18, 2023

BUY
$152.88 - $171.04 $53,202 - $59,521
348 Added 17.71%
2,313 $388 Million
Q2 2023

Jul 13, 2023

SELL
$150.62 - $172.44 $21,538 - $24,658
-143 Reduced 6.78%
1,965 $314 Million
Q1 2023

May 04, 2023

BUY
$152.34 - $187.79 $321,132 - $395,861
2,108 New
2,108 $331 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 $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
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