KDK Private Wealth Management, LLC CVX Holdings History
KDK Private Wealth Management, LLC's Chevron Corp Holding Summary
As of 2025-03-31, KDK Private Wealth Management, LLC held 3,908.00 shares of Chevron Corp(CVX), totaling $653,770.00. This investment constitutes 0.74% of their stock portfolio, and KDK Private Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $156.54 for 380.00 shares. Based on historical transaction data and CVX's current price of $155.31, KDK Private Wealth Management, LLC's estimated gain on his CVX holdings is $9,858.12, reflecting a 1.50% gain to date.
KDK Private Wealth Management, LLC CVX ($155.31) Holding Chart
KDK Private Wealth Management, LLC CVX ($155.31) 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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