Challenger Wealth Management CVX Holdings History
Number of Shares
20,591.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
2.73%
Total Estimate Gain
$-66,912.10
% of Total Estimate Gain
-2.12%
Challenger Wealth Management's Chevron Corp Holding Summary
As of 2025-03-31, Challenger Wealth Management held 20,591.00 shares of Chevron Corp(CVX), totaling $3.44 Mil. This investment constitutes 2.73% of their stock portfolio, and Challenger Wealth Management now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. And since then Challenger Wealth Management has made 1 purchases of CVX, at an average price of $153.29, for a total of 20,591.00 shares. Based on historical transaction data and CVX's current price of $150.04, Challenger Wealth Management's estimated gain on his CVX holdings is $-66,912.10, reflecting a -2.12% gain to date.
Challenger Wealth Management CVX ($150.04) Holding Chart
Challenger Wealth Management 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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