Number of Shares
3,622.00
Current Holdings Value*
$605,920.00
% of Portfolio
6.13%
Total Estimate Gain
$275,546.93
% of Total Estimate Gain
27.68%

Guinness Atkinson Global Energy Fund's Chevron Corp Holding Summary

As of 2025-03-31, GUINNESS ATKINSON FUNDS held 3,622.00 shares of Chevron Corp(CVX), totaling $605,920.00. This investment constitutes 6.13% of their stock portfolio, and GUINNESS ATKINSON FUNDS now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2020Q1. And since then Guinness Atkinson Global Energy Fund has made 4 purchases of CVX, at an average price of $113.71, for a total of 8,754.00 shares. In addition, there have been 12 sales at an average price of $141.76 for 5,132.00 shares. Based on historical transaction data and CVX's current price of $150.04, Guinness Atkinson Global Energy Fund's estimated gain on his CVX holdings is $275,546.93, reflecting a 27.68% gain to date.

Guinness Atkinson Global Energy Fund CVX ($150.04) Holding Chart

Guinness Atkinson Global Energy Fund CVX ($150.04) 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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