Number of Shares
1,297.00
Current Holdings Value*
$216,980.00
% of Portfolio
0.12%
Total Estimate Gain
$-45,086.37
% of Total Estimate Gain
-6.81%

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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