Number of Shares
74,801.00
Current Holdings Value*
$13.43 Mil
% of Portfolio
2.42%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
33.79%

Autus Asset Management, LLC's Chevron Corp Holding Summary

As of 2022-12-31, Autus Asset Management, LLC held 74,801.00 shares of Chevron Corp(CVX), totaling $13.43 Mil. This investment constitutes 2.42% of their stock portfolio, and Autus Asset Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2014Q1. And since then Autus Asset Management, LLC has made 21 purchases of CVX, at an average price of $111.63, for a total of 96,386.00 shares. In addition, there have been 6 sales at an average price of $128.68 for 21,585.00 shares. Based on historical transaction data and CVX's current price of $155.31, Autus Asset Management, LLC's estimated gain on his CVX holdings is $3.64 Mil, reflecting a 33.79% gain to date.

Autus Asset Management, LLC CVX ($155.31) Holding Chart

Autus Asset Management, LLC CVX ($155.31) 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 %

Top Ranked Articles

  • 1