Number of Shares
12,023.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.86%
Total Estimate Gain
$119,694.39
% of Total Estimate Gain
6.82%

Agate Pass Investment Management, LLC's Chevron Corp Holding Summary

As of 2025-03-31, Agate Pass Investment Management, LLC held 12,023.00 shares of Chevron Corp(CVX), totaling $2.01 Mil. This investment constitutes 0.86% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2021Q4. And since then Agate Pass Investment Management, LLC has made 3 purchases of CVX, at an average price of $140.68, for a total of 12,480.00 shares. In addition, there have been 6 sales at an average price of $156.25 for 457.00 shares. Based on historical transaction data and CVX's current price of $150.04, Agate Pass Investment Management, LLC's estimated gain on his CVX holdings is $119,694.39, reflecting a 6.82% gain to date.

Agate Pass Investment Management, LLC CVX ($150.04) Holding Chart

Agate Pass Investment 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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