Number of Shares
116,825.00
Current Holdings Value*
$19.54 Mil
% of Portfolio
6.08%
Total Estimate Gain
$6.25 Mil
% of Total Estimate Gain
37.55%

Buckley Wealth Management, LLC's Chevron Corp Holding Summary

As of 2025-03-31, Buckley Wealth Management, LLC held 116,825.00 shares of Chevron Corp(CVX), totaling $19.54 Mil. This investment constitutes 6.08% of their stock portfolio, and Buckley Wealth Management, LLC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q2. And since then Buckley Wealth Management, LLC has made 11 purchases of CVX, at an average price of $108.78, for a total of 153,068.00 shares. In addition, there have been 17 sales at an average price of $148.29 for 36,243.00 shares. Based on historical transaction data and CVX's current price of $150.04, Buckley Wealth Management, LLC's estimated gain on his CVX holdings is $6.25 Mil, reflecting a 37.55% gain to date.

Buckley Wealth Management, LLC CVX ($150.04) Holding Chart

Buckley Wealth Management, LLC CVX ($150.04) 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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