Howard Wealth Management, LLC CVX Holdings History
Howard Wealth Management, LLC's Chevron Corp Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 1,297.00 shares of Chevron Corp(CVX), totaling $216,980.00. This investment constitutes 0.12% of their stock portfolio, and Howard Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 2 purchases of CVX, at an average price of $137.13, for a total of 4,827.00 shares. In addition, there have been 2 sales at an average price of $117.68 for 3,530.00 shares. Based on historical transaction data and CVX's current price of $155.31, Howard Wealth Management, LLC's estimated gain on his CVX holdings is $-45,086.37, reflecting a -6.81% gain to date.
Howard Wealth Management, LLC CVX ($155.31) Holding Chart
Howard Wealth Management, LLC CVX ($155.31) 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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