Number of Shares
503,278.00
Current Holdings Value*
$82.11 Mil
% of Portfolio
2.25%
Total Estimate Gain
$23.82 Mil
% of Total Estimate Gain
12.38%

Avalon Investment & Advisory's Chevron Corp Holding Summary

As of 2023-03-31, Avalon Investment & Advisory held 503,278.00 shares of Chevron Corp(CVX), totaling $82.11 Mil. This investment constitutes 2.25% of their stock portfolio, and Avalon Investment & Advisory now holds 0.03% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2013Q3. And since then Avalon Investment & Advisory has made 12 purchases of CVX, at an average price of $107.86, for a total of 1.78 Mil shares. In addition, there have been 26 sales at an average price of $109.26 for 1.28 Mil shares. Based on historical transaction data and CVX's current price of $151.65, Avalon Investment & Advisory's estimated gain on his CVX holdings is $23.82 Mil, reflecting a 12.38% gain to date.

Avalon Investment & Advisory CVX ($151.65) Holding Chart

Avalon Investment & Advisory CVX ($151.65) 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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