CARRET ASSET MANAGEMENT, LLC CVX Holdings History
CARRET ASSET MANAGEMENT, LLC's Chevron Corp Holding Summary
As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 83,825.00 shares of Chevron Corp(CVX), totaling $14.02 Mil. This investment constitutes 1.61% of their stock portfolio, and CARRET ASSET MANAGEMENT, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2014Q1. And since then CARRET ASSET MANAGEMENT, LLC has made 17 purchases of CVX, at an average price of $117.44, for a total of 111,306.00 shares. In addition, there have been 18 sales at an average price of $124.93 for 27,481.00 shares. Based on historical transaction data and CVX's current price of $149.68, CARRET ASSET MANAGEMENT, LLC's estimated gain on his CVX holdings is $2.91 Mil, reflecting a 22.25% gain to date.
CARRET ASSET MANAGEMENT, LLC CVX ($149.68) Holding Chart
CARRET ASSET MANAGEMENT, LLC CVX ($149.68) 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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