JPL Wealth Management, LLC CVX Holdings History
JPL Wealth Management, LLC's Chevron Corp Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 43,422.00 shares of Chevron Corp(CVX), totaling $7.26 Mil. This investment constitutes 2.07% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 4 purchases of CVX, at an average price of $152.28, for a total of 43,422.00 shares. Based on historical transaction data and CVX's current price of $143.59, JPL Wealth Management, LLC's estimated gain on his CVX holdings is $-377,340.08, reflecting a -5.71% gain to date.
JPL Wealth Management, LLC CVX ($143.59) Holding Chart
JPL Wealth Management, LLC CVX ($143.59) 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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