Number of Shares
355.00
Current Holdings Value*
$59,390.00
% of Portfolio
3.49%
Total Estimate Gain
$136,489.28
% of Total Estimate Gain
9.16%

Multi-Asset Real Return Portfolio's Chevron Corp Holding Summary

As of 2025-03-31, Multi-Asset Real Return Portfolio held 355.00 shares of Chevron Corp(CVX), totaling $59,390.00. This investment constitutes 3.49% of their stock portfolio, and Multi-Asset Real Return Portfolio now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q3. And since then Multi-Asset Real Return Portfolio has made 5 purchases of CVX, at an average price of $129.82, for a total of 11,481.00 shares. In addition, there have been 10 sales at an average price of $141.40 for 11,126.00 shares. Based on historical transaction data and CVX's current price of $151.38, Multi-Asset Real Return Portfolio's estimated gain on his CVX holdings is $136,489.28, reflecting a 9.16% gain to date.

Multi-Asset Real Return Portfolio CVX ($151.38) Holding Chart

Multi-Asset Real Return Portfolio CVX ($151.38) 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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