Compass Wealth Management LLC CVX Holdings History
Compass Wealth Management LLC's Chevron Corp Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 44,013.00 shares of Chevron Corp(CVX), totaling $7.36 Mil. This investment constitutes 1.88% of their stock portfolio, and Compass Wealth Management LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 4 purchases of CVX, at an average price of $169.82, for a total of 46,387.00 shares. In addition, there have been 5 sales at an average price of $155.56 for 2,374.00 shares. Based on historical transaction data and CVX's current price of $149.68, Compass Wealth Management LLC's estimated gain on his CVX holdings is $-920,354.36, reflecting a -11.68% gain to date.
Compass Wealth Management LLC CVX ($149.68) Holding Chart
Compass Wealth 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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