Number of Shares
2,677.00
Current Holdings Value*
$383,320.00
% of Portfolio
0.11%
Total Estimate Gain
$-138,683.20
% of Total Estimate Gain
-16.15%

Hurlow Wealth Management Group, Inc.'s Chevron Corp Holding Summary

As of 2025-06-30, Hurlow Wealth Management Group, Inc. held 2,677.00 shares of Chevron Corp(CVX), totaling $383,320.00. This investment constitutes 0.11% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q4. And since then Hurlow Wealth Management Group, Inc. has made 2 purchases of CVX, at an average price of $133.43, for a total of 6,437.00 shares. In addition, there have been 7 sales at an average price of $84.72 for 3,760.00 shares. Based on historical transaction data and CVX's current price of $150.04, Hurlow Wealth Management Group, Inc.'s estimated gain on his CVX holdings is $-138,683.20, reflecting a -16.15% gain to date.

Hurlow Wealth Management Group, Inc. CVX ($150.04) Holding Chart

Hurlow Wealth Management Group, Inc. 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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