A detailed history of Lifeworks Advisors, LLC transactions in Chevron Corp stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,712 shares of CVX stock, worth $417,078. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,712
Previous 2,805 3.32%
Holding current value
$417,078
Previous $469,000 17.27%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Aug 04, 2025

SELL
$133.73 - $168.51 $12,436 - $15,671
-93 Reduced 3.32%
2,712 $388,000
Q1 2025

May 06, 2025

BUY
$146.71 - $167.97 $44,746 - $51,230
305 Added 12.2%
2,805 $469,000
Q4 2024

Feb 07, 2025

BUY
$141.15 - $162.53 $129,858 - $149,527
920 Added 58.23%
2,500 $362,000
Q3 2024

Nov 06, 2024

BUY
$137.88 - $161.97 $217,850 - $255,912
1,580 New
1,580 $232,000

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 $301B
  • 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 Lifeworks Advisors, LLC Portfolio

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.