Number of Shares
1,315.00
Current Holdings Value*
$219,990.00
% of Portfolio
0.15%
Total Estimate Gain
$-3,642.55
% of Total Estimate Gain
-0.90%

Councilmark Asset Management, LLC's Chevron Corp Holding Summary

As of 2025-03-31, Councilmark Asset Management, LLC held 1,315.00 shares of Chevron Corp(CVX), totaling $219,990.00. This investment constitutes 0.15% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2024Q1. And since then Councilmark Asset Management, LLC has made 1 purchases of CVX, at an average price of $153.72, for a total of 2,630.00 shares. In addition, there have been 1 sales at an average price of $148.84 for 1,315.00 shares. Based on historical transaction data and CVX's current price of $155.83, Councilmark Asset Management, LLC's estimated gain on his CVX holdings is $-3,642.55, reflecting a -0.90% gain to date.

Councilmark Asset Management, LLC CVX ($155.83) Holding Chart

Councilmark Asset Management, LLC CVX ($155.83) 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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