Life Planning Partners, Inc CVX Holdings History
Life Planning Partners, Inc's Chevron Corp Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 1,494.00 shares of Chevron Corp(CVX), totaling $250,010.00. This investment constitutes 0.23% of their stock portfolio, and Life Planning Partners, Inc now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 1 purchases of CVX, at an average price of $136.80, for a total of 2,778.00 shares. In addition, there have been 1 sales at an average price of $148.84 for 1,284.00 shares. Based on historical transaction data and CVX's current price of $151.65, Life Planning Partners, Inc's estimated gain on his CVX holdings is $37,647.18, reflecting a 9.91% gain to date.
Life Planning Partners, Inc CVX ($151.65) Holding Chart
Life Planning Partners, Inc CVX ($151.65) 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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