A detailed history of Invera Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 5,595 shares of CVX stock, worth $882,443. This represents 0.57% of its overall portfolio holdings.

Number of Shares
5,595
Previous 5,595 -0.0%
Holding current value
$882,443
Previous $801,000 8.36%
% of portfolio
0.57%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 29, 2025

SELL
$133.73 - $168.51 $72,080 - $90,826
-539 Reduced 8.79%
5,595 $801,000
Q1 2025

Oct 29, 2025

BUY
$146.71 - $167.97 $899,919 - $1.03 Million
6,134 New
6,134 $1.03 Million
Q4 2023

Apr 22, 2024

BUY
$141.77 - $169.1 $1.09 Million - $1.3 Million
7,717 New
7,717 $1.15 Billion
Q4 2023

Jan 16, 2024

BUY
$141.77 - $169.1 $1.09 Million - $1.3 Million
7,717 New
7,717 $1.15 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 $309B
  • 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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