A detailed history of Lakeridge Wealth Management LLC transactions in Chevron Corp stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 4,293 shares of CVX stock, worth $617,505. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,293
Previous 5,150 16.64%
Holding current value
$617,505
Previous $806 Million 21.51%
% of portfolio
0.35%
Previous 0.48%

Shares

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

Oct 07, 2024

SELL
$137.88 - $161.97 $118,163 - $138,808
-857 Reduced 16.64%
4,293 $632 Million
Q2 2024

Aug 01, 2024

SELL
$152.57 - $166.33 $30,056 - $32,767
-197 Reduced 3.68%
5,150 $806 Million
Q1 2024

Apr 29, 2024

SELL
$141.82 - $157.74 $64,528 - $71,771
-455 Reduced 7.84%
5,347 $843 Million
Q4 2023

Feb 14, 2024

BUY
$141.77 - $169.1 $822,549 - $981,118
5,802 New
5,802 $865 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 $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 Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management 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 Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.