C2C Wealth Management, LLC CVX Holdings History
C2C Wealth Management, LLC's Chevron Corp Holding Summary
As of 2025-06-30, C2C Wealth Management, LLC held 37,099.00 shares of Chevron Corp(CVX), totaling $5.31 Mil. This investment constitutes 4.81% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 6 purchases of CVX, at an average price of $121.48, for a total of 54,160.00 shares. In addition, there have been 5 sales at an average price of $150.08 for 17,061.00 shares. Based on historical transaction data and CVX's current price of $150.04, C2C Wealth Management, LLC's estimated gain on his CVX holdings is $1.55 Mil, reflecting a 23.52% gain to date.
C2C Wealth Management, LLC CVX ($150.04) Holding Chart
C2C 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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