Number of Shares
126,292.00
Current Holdings Value*
$18.14 Mil
% of Portfolio
2.83%
Total Estimate Gain
$4.29 Mil
% of Total Estimate Gain
21.42%

BTR CAPITAL MANAGEMENT INC's Chevron Corp Holding Summary

As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 126,292.00 shares of Chevron Corp(CVX), totaling $18.14 Mil. This investment constitutes 2.83% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 19 purchases of CVX, at an average price of $116.75, for a total of 171,440.00 shares. In addition, there have been 9 sales at an average price of $116.77 for 45,148.00 shares. Based on historical transaction data and CVX's current price of $150.69, BTR CAPITAL MANAGEMENT INC's estimated gain on his CVX holdings is $4.29 Mil, reflecting a 21.42% gain to date.

BTR CAPITAL MANAGEMENT INC CVX ($150.69) Holding Chart

BTR CAPITAL MANAGEMENT INC CVX ($150.69) 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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