Number of Shares
81,732.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
4.19%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
10.25%

Oak Asset Management, LLC's Chevron Corp Holding Summary

As of 2025-06-30, Oak Asset Management, LLC held 81,732.00 shares of Chevron Corp(CVX), totaling $11.70 Mil. This investment constitutes 4.19% of their stock portfolio, and Oak Asset Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q2. And since then Oak Asset Management, LLC has made 10 purchases of CVX, at an average price of $137.57, for a total of 177,620.00 shares. In addition, there have been 19 sales at an average price of $152.88 for 95,888.00 shares. Based on historical transaction data and CVX's current price of $150.24, Oak Asset Management, LLC's estimated gain on his CVX holdings is $2.50 Mil, reflecting a 10.25% gain to date.

Oak Asset Management, LLC CVX ($150.24) Holding Chart

Oak Asset Management, LLC CVX ($150.24) 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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