A detailed history of Lantern Wealth Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 5,920 shares of CVX stock, worth $927,960. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,920
Previous 6,125 3.35%
Holding current value
$927,960
Previous $914 Million 2.21%
% of portfolio
0.66%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$141.82 - $157.74 $29,073 - $32,336
-205 Reduced 3.35%
5,920 $934 Million
Q4 2023

Feb 14, 2024

BUY
$141.77 - $169.1 $868,341 - $1.04 Million
6,125 New
6,125 $914 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 $307B
  • 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 Lantern Wealth Advisors, LLC Portfolio

Follow Lantern Wealth Advisors, 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantern Wealth Advisors, LLC with notifications on news.