CapWealth Advisors, LLC CVX Holdings History
CapWealth Advisors, LLC's Chevron Corp Holding Summary
As of 2025-03-31, CapWealth Advisors, LLC held 174,449.00 shares of Chevron Corp(CVX), totaling $29.18 Mil. This investment constitutes 3.16% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 26 purchases of CVX, at an average price of $108.88, for a total of 205,117.00 shares. In addition, there have been 10 sales at an average price of $119.95 for 30,668.00 shares. Based on historical transaction data and CVX's current price of $150.04, CapWealth Advisors, LLC's estimated gain on his CVX holdings is $7.52 Mil, reflecting a 33.68% gain to date.
CapWealth Advisors, LLC CVX ($150.04) Holding Chart
CapWealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
