DOPKINS WEALTH MANAGEMENT, LLC CVX Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Chevron Corp Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held 1,613.00 shares of Chevron Corp(CVX), totaling $269,840.00. This investment constitutes 0.14% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2023Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 4 purchases of CVX, at an average price of $155.59, for a total of 9,008.00 shares. In addition, there have been 3 sales at an average price of $153.62 for 7,395.00 shares. Based on historical transaction data and CVX's current price of $150.69, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his CVX holdings is $-22,452.49, reflecting a -1.60% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC CVX ($150.69) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC CVX ($150.69) 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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