Baywood ValuePlus Fund CVX Holdings History
Baywood ValuePlus Fund's Chevron Corp Holding Summary
As of 2025-03-31, FORUM FUNDS II held 650.00 shares of Chevron Corp(CVX), totaling $108,740.00. This investment constitutes 2.21% of their stock portfolio, and FORUM FUNDS II now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2020Q1. And since then Baywood ValuePlus Fund has made 4 purchases of CVX, at an average price of $119.94, for a total of 850.00 shares. In addition, there have been 1 sales at an average price of $143.03 for 200.00 shares. Based on historical transaction data and CVX's current price of $150.25, Baywood ValuePlus Fund's estimated gain on his CVX holdings is $24,320.50, reflecting a 23.86% gain to date.
Baywood ValuePlus Fund CVX ($150.25) Holding Chart
Baywood ValuePlus Fund CVX ($150.25) 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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