Number of Shares
35,228.00
Current Holdings Value*
$5.89 Mil
% of Portfolio
3.81%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
20.62%

Founders Capital Management's Chevron Corp Holding Summary

As of 2025-03-31, Founders Capital Management held 35,228.00 shares of Chevron Corp(CVX), totaling $5.89 Mil. This investment constitutes 3.81% of their stock portfolio, and Founders Capital Management now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q2. And since then Founders Capital Management has made 15 purchases of CVX, at an average price of $121.99, for a total of 42,762.00 shares. In addition, there have been 10 sales at an average price of $134.20 for 7,534.00 shares. Based on historical transaction data and CVX's current price of $149.92, Founders Capital Management's estimated gain on his CVX holdings is $1.08 Mil, reflecting a 20.62% gain to date.

Founders Capital Management CVX ($149.92) Holding Chart

Founders Capital Management CVX ($149.92) 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 %

Top Ranked Articles

  • 1