Charles Carroll Financial Partners, LLC CVX Holdings History
Charles Carroll Financial Partners, LLC's Chevron Corp Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 3,400.00 shares of Chevron Corp(CVX), totaling $507,140.00. This investment constitutes 0.55% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2022Q2. And since then Charles Carroll Financial Partners, LLC has made 1 purchases of CVX, at an average price of $165.26, for a total of 7,000.00 shares. In addition, there have been 3 sales at an average price of $151.95 for 3,600.00 shares. Based on historical transaction data and CVX's current price of $153.12, Charles Carroll Financial Partners, LLC's estimated gain on his CVX holdings is $-89,194.00, reflecting a -7.71% gain to date.
Charles Carroll Financial Partners, LLC CVX ($153.12) Holding Chart
Charles Carroll Financial Partners, LLC CVX ($153.12) 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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