Advisors Capital Total Return - Equity Fund CVX Holdings History
Advisors Capital Total Return - Equity Fund's Chevron Corp Holding Summary
As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 35,300.00 shares of Chevron Corp(CVX), totaling $5.91 Mil. This investment constitutes 2.39% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2021Q1. And since then Advisors Capital Total Return - Equity Fund has made 12 purchases of CVX, at an average price of $153.04, for a total of 35,700.00 shares. In addition, there have been 1 sales at an average price of $161.52 for 400.00 shares. Based on historical transaction data and CVX's current price of $148.37, Advisors Capital Total Return - Equity Fund's estimated gain on his CVX holdings is $-161,412.58, reflecting a -2.95% gain to date.
Advisors Capital Total Return - Equity Fund CVX ($148.37) Holding Chart
Advisors Capital Total Return - Equity Fund CVX ($148.37) 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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