Number of Shares
51,396.00
Current Holdings Value*
$8.60 Mil
% of Portfolio
1.31%
Total Estimate Gain
$-380,499.88
% of Total Estimate Gain
-4.67%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Chevron Corp Holding Summary

As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 51,396.00 shares of Chevron Corp(CVX), totaling $8.60 Mil. This investment constitutes 1.31% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 6 purchases of CVX, at an average price of $158.41, for a total of 51,396.00 shares. Based on historical transaction data and CVX's current price of $151.01, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his CVX holdings is $-380,499.88, reflecting a -4.67% gain to date.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. CVX ($151.01) Holding Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. CVX ($151.01) 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 %

Top Ranked Articles

  • 1