ALLEN WEALTH MANAGEMENT, LLC CVX Holdings History
ALLEN WEALTH MANAGEMENT, LLC's Chevron Corp Holding Summary
As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 27,825.00 shares of Chevron Corp(CVX), totaling $4.65 Mil. This investment constitutes 3.21% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 4 purchases of CVX, at an average price of $151.38, for a total of 27,851.00 shares. In addition, there have been 1 sales at an average price of $150.90 for 26.00 shares. Based on historical transaction data and CVX's current price of $150.04, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his CVX holdings is $-37,373.82, reflecting a -0.89% gain to date.
ALLEN WEALTH MANAGEMENT, LLC CVX ($150.04) Holding Chart
ALLEN WEALTH MANAGEMENT, LLC 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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