J.P. Morgan Private Wealth Advisors LLC CVX Holdings History
J.P. Morgan Private Wealth Advisors LLC's Chevron Corp Holding Summary
As of 2023-09-30, J.P. Morgan Private Wealth Advisors LLC held 2.07 Mil shares of Chevron Corp(CVX), totaling $348.79 Mil. This investment constitutes 1% of their stock portfolio, and J.P. Morgan Private Wealth Advisors LLC now holds 0.11% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2013Q4. And since then J.P. Morgan Private Wealth Advisors LLC has made 20 purchases of CVX, at an average price of $135.82, for a total of 5.25 Mil shares. In addition, there have been 11 sales at an average price of $151.78 for 3.19 Mil shares. Based on historical transaction data and CVX's current price of $150.04, J.P. Morgan Private Wealth Advisors LLC's estimated gain on his CVX holdings is $80.26 Mil, reflecting a 11.25% gain to date.
J.P. Morgan Private Wealth Advisors LLC CVX ($150.04) Holding Chart
J.P. Morgan Private Wealth Advisors LLC 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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