Barnes Wealth Management Group, Inc CVX Holdings History
Barnes Wealth Management Group, Inc's Chevron Corp Holding Summary
As of 2025-03-31, Barnes Wealth Management Group, Inc held 17,643.00 shares of Chevron Corp(CVX), totaling $2.95 Mil. This investment constitutes 1.89% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of CVX, at an average price of $153.32, for a total of 17,643.00 shares. Based on historical transaction data and CVX's current price of $153.24, Barnes Wealth Management Group, Inc's estimated gain on his CVX holdings is $-1,340.46, reflecting a -0.05% gain to date.
Barnes Wealth Management Group, Inc CVX ($153.24) Holding Chart
Barnes Wealth Management Group, Inc CVX ($153.24) 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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