Number of Shares
79,795.00
Current Holdings Value*
$13.35 Mil
% of Portfolio
3.06%
Total Estimate Gain
$3.31 Mil
% of Total Estimate Gain
17.65%

Nicholas Equity Income Fund, Inc.'s Chevron Corp Holding Summary

As of 2025-03-31, Nicholas Equity Income Fund, Inc. held 79,795.00 shares of Chevron Corp(CVX), totaling $13.35 Mil. This investment constitutes 3.06% of their stock portfolio, and Nicholas Equity Income Fund, Inc. now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q3. And since then Nicholas Equity Income Fund, Inc. has made 7 purchases of CVX, at an average price of $119.26, for a total of 157,295.00 shares. In addition, there have been 5 sales at an average price of $130.29 for 77,500.00 shares. Based on historical transaction data and CVX's current price of $150.04, Nicholas Equity Income Fund, Inc.'s estimated gain on his CVX holdings is $3.31 Mil, reflecting a 17.65% gain to date.

Nicholas Equity Income Fund, Inc. CVX ($150.04) Holding Chart

Nicholas Equity Income Fund, Inc. 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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