4WEALTH ADVISORS, INC. CVX Holdings History
Number of Shares
6,215.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
1.13%
Total Estimate Gain
$-30,178.54
% of Total Estimate Gain
-3.13%
4WEALTH ADVISORS, INC.'s Chevron Corp Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 6,215.00 shares of Chevron Corp(CVX), totaling $1.04 Mil. This investment constitutes 1.13% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of CVX, at an average price of $154.90, for a total of 6,215.00 shares. Based on historical transaction data and CVX's current price of $150.04, 4WEALTH ADVISORS, INC.'s estimated gain on his CVX holdings is $-30,178.54, reflecting a -3.13% gain to date.
4WEALTH ADVISORS, INC. CVX ($150.04) Holding Chart
4WEALTH ADVISORS, INC. CVX ($150.04) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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