JAMISON PRIVATE WEALTH MANAGEMENT, INC. CVX Holdings History
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 % |
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