A detailed history of Lgt Financial Advisors LLC transactions in Chevron Corp stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 5,951 shares of CVX stock, worth $856,824. This represents 2.16% of its overall portfolio holdings.

Number of Shares
5,951
Previous 6,142 3.11%
Holding current value
$856,824
Previous $961 Million 8.79%
% of portfolio
2.16%
Previous 2.03%

Shares

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

Oct 31, 2024

SELL
$137.88 - $161.97 $26,335 - $30,936
-191 Reduced 3.11%
5,951 $876 Million
Q2 2024

Aug 05, 2024

SELL
$152.57 - $166.33 $1.02 Million - $1.11 Million
-6,693 Reduced 52.15%
6,142 $961 Million
Q1 2024

May 02, 2024

BUY
$141.82 - $157.74 $5,530 - $6,151
39 Added 0.3%
12,835 $2.02 Billion
Q4 2023

Feb 12, 2024

SELL
$141.77 - $169.1 $62,520 - $74,573
-441 Reduced 3.33%
12,796 $1.91 Billion
Q3 2023

Nov 01, 2023

SELL
$152.88 - $171.04 $1.02 Million - $1.14 Million
-6,664 Reduced 33.49%
13,237 $2.23 Billion
Q2 2023

Aug 14, 2023

BUY
$150.62 - $172.44 $635,465 - $727,524
4,219 Added 26.9%
19,901 $3.13 Billion
Q1 2023

May 15, 2023

BUY
$152.34 - $187.79 $382,525 - $471,540
2,511 Added 19.06%
15,682 $2.56 Billion
Q4 2022

Feb 14, 2023

BUY
$151.73 - $188.05 $2 Million - $2.48 Million
13,171 New
13,171 $2.36 Billion

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 $282B
  • 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 Lgt Financial Advisors LLC Portfolio

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

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.