Number of Shares
373.00
Current Holdings Value*
$61,830.00
% of Portfolio
0.08%
Total Estimate Gain
$-1,152.26
% of Total Estimate Gain
-0.03%

Moderate Allocation Fund's Chevron Corp Holding Summary

As of 2026-06-30, Moderate Allocation Fund held 373.00 shares of Chevron Corp(CVX), totaling $61,830.00. This investment constitutes 0.08% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q3. And since then Moderate Allocation Fund has made 6 purchases of CVX, at an average price of $144.89, for a total of 26,375.00 shares. In addition, there have been 10 sales at an average price of $143.98 for 26,002.00 shares. Based on historical transaction data and CVX's current price of $205.27, Moderate Allocation Fund's estimated gain on his CVX holdings is $-1,152.26, reflecting a -0.03% gain to date.

Moderate Allocation Fund CVX ($205.27) Holding Chart

Moderate Allocation Fund CVX ($205.27) 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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