Number of Shares
8,467.00
Current Holdings Value*
$1.42 Mil
% of Portfolio
2.14%
Total Estimate Gain
$-520,393.12
% of Total Estimate Gain
-8.38%

Donoghue Forlines Dividend Fund's Chevron Corp Holding Summary

As of 2025-03-31, Donoghue Forlines Dividend Fund held 8,467.00 shares of Chevron Corp(CVX), totaling $1.42 Mil. This investment constitutes 2.14% of their stock portfolio, and Donoghue Forlines Dividend Fund now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q3. And since then Donoghue Forlines Dividend Fund has made 2 purchases of CVX, at an average price of $117.87, for a total of 52,702.00 shares. In addition, there have been 6 sales at an average price of $99.36 for 44,235.00 shares. Based on historical transaction data and CVX's current price of $153.12, Donoghue Forlines Dividend Fund's estimated gain on his CVX holdings is $-520,393.12, reflecting a -8.38% gain to date.

Donoghue Forlines Dividend Fund CVX ($153.12) Holding Chart

Donoghue Forlines Dividend Fund 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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