Number of Shares
9,106.00
Current Holdings Value*
$1.52 Mil
% of Portfolio
0.97%
Total Estimate Gain
$-28,486.46
% of Total Estimate Gain
-1.92%

Cetera Trust Company, N.A's Chevron Corp Holding Summary

As of 2025-03-31, Cetera Trust Company, N.A held 9,106.00 shares of Chevron Corp(CVX), totaling $1.52 Mil. This investment constitutes 0.97% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2023Q4. And since then Cetera Trust Company, N.A has made 3 purchases of CVX, at an average price of $152.03, for a total of 9,754.00 shares. In addition, there have been 1 sales at an average price of $159.46 for 648.00 shares. Based on historical transaction data and CVX's current price of $148.37, Cetera Trust Company, N.A's estimated gain on his CVX holdings is $-28,486.46, reflecting a -1.92% gain to date.

Cetera Trust Company, N.A CVX ($148.37) Holding Chart

Cetera Trust Company, N.A CVX ($148.37) 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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