A detailed history of Lji Wealth Management, LLC transactions in Chevron Corp stock. As of the latest transaction made, Lji Wealth Management, LLC holds 4,518 shares of CVX stock, worth $672,368. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,518
Previous 4,618 2.17%
Holding current value
$672,368
Previous $728 Million 2.98%
% of portfolio
0.16%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$152.57 - $166.33 $15,257 - $16,633
-100 Reduced 2.17%
4,518 $707 Million
Q1 2024

May 15, 2024

BUY
$141.82 - $157.74 $1,134 - $1,261
8 Added 0.17%
4,618 $728 Million
Q4 2023

Feb 13, 2024

BUY
$141.77 - $169.1 $9,923 - $11,837
70 Added 1.54%
4,610 $688 Million
Q3 2023

Feb 02, 2024

BUY
$152.88 - $171.04 $7,796 - $8,723
51 Added 1.14%
4,540 $766 Million
Q2 2023

Feb 02, 2024

BUY
$150.62 - $172.44 $34,190 - $39,143
227 Added 5.33%
4,489 $706 Million
Q1 2023

Feb 02, 2024

BUY
$152.34 - $187.79 $15,234 - $18,779
100 Added 2.4%
4,262 $695 Million
Q4 2022

Jan 02, 2024

BUY
$151.73 - $188.05 $631,500 - $782,664
4,162 New
4,162 $747 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 $291B
  • 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 Lji Wealth Management, LLC Portfolio

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

News

Stay updated on Lji Wealth Management, LLC with notifications on news.