Number of Shares
1,872.00
Current Holdings Value*
$268,050.00
% of Portfolio
0.31%
Total Estimate Gain
$52,277.67
% of Total Estimate Gain
0.87%

New Century Financial Group, LLC's Chevron Corp Holding Summary

As of 2025-06-30, New Century Financial Group, LLC held 1,872.00 shares of Chevron Corp(CVX), totaling $268,050.00. This investment constitutes 0.31% of their stock portfolio, and New Century Financial Group, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2023Q4. And since then New Century Financial Group, LLC has made 2 purchases of CVX, at an average price of $149.87, for a total of 40,208.00 shares. In addition, there have been 4 sales at an average price of $151.23 for 38,336.00 shares. Based on historical transaction data and CVX's current price of $150.04, New Century Financial Group, LLC's estimated gain on his CVX holdings is $52,277.67, reflecting a 0.87% gain to date.

New Century Financial Group, LLC CVX ($150.04) Holding Chart

New Century Financial Group, LLC CVX ($150.04) 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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