A detailed history of Naviter Wealth, LLC transactions in Chevron Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 15,215 shares of CVX stock, worth $2.17 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,215
Previous 16,606 8.38%
Holding current value
$2.17 Million
Previous $2.6 Million 13.75%
% of portfolio
0.32%
Previous 0.39%

Shares

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

Oct 16, 2024

SELL
$137.88 - $161.97 $191,791 - $225,300
-1,391 Reduced 8.38%
15,215 $2.24 Million
Q2 2024

Aug 01, 2024

BUY
$152.57 - $166.33 $1,983 - $2,162
13 Added 0.08%
16,606 $2.6 Million
Q1 2024

Apr 18, 2024

BUY
$141.82 - $157.74 $1.01 Million - $1.12 Million
7,089 Added 74.59%
16,593 $2.62 Million
Q4 2023

Feb 05, 2024

SELL
$141.77 - $169.1 $331,032 - $394,848
-2,335 Reduced 19.72%
9,504 $1.42 Million
Q3 2023

Nov 14, 2023

BUY
$152.88 - $171.04 $233,600 - $261,349
1,528 Added 14.82%
11,839 $2 Million
Q2 2023

Jul 20, 2023

BUY
$150.62 - $172.44 $179,087 - $205,031
1,189 Added 13.03%
10,311 $1.62 Million
Q1 2023

Apr 12, 2023

SELL
$152.34 - $187.79 $123,700 - $152,485
-812 Reduced 8.17%
9,122 $1.49 Million
Q4 2022

Jan 31, 2023

BUY
$151.73 - $188.05 $39,601 - $49,081
261 Added 2.7%
9,934 $1.78 Million
Q3 2022

Oct 27, 2022

BUY
$135.94 - $164.63 $168,701 - $204,305
1,241 Added 14.72%
9,673 $1.39 Million
Q2 2022

Jul 18, 2022

BUY
$142.43 - $181.13 $1.2 Million - $1.53 Million
8,432 New
8,432 $1.22 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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