Number of Shares
42,069.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
1.47%
Total Estimate Gain
$146,764.56
% of Total Estimate Gain
2.14%

Ellsworth Advisors, LLC's Chevron Corp Holding Summary

As of 2025-06-30, Ellsworth Advisors, LLC held 42,069.00 shares of Chevron Corp(CVX), totaling $6.02 Mil. This investment constitutes 1.47% of their stock portfolio, and Ellsworth Advisors, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2021Q1. And since then Ellsworth Advisors, LLC has made 8 purchases of CVX, at an average price of $147.91, for a total of 46,358.00 shares. In addition, there have been 3 sales at an average price of $131.05 for 4,289.00 shares. Based on historical transaction data and CVX's current price of $153.12, Ellsworth Advisors, LLC's estimated gain on his CVX holdings is $146,764.56, reflecting a 2.14% gain to date.

Ellsworth Advisors, LLC CVX ($153.12) Holding Chart

Ellsworth Advisors, 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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