Number of Shares
135,143.00
Current Holdings Value*
$22.61 Mil
% of Portfolio
1.51%
Total Estimate Gain
$-153,499.72
% of Total Estimate Gain
-0.74%

ROTHSCHILD INVESTMENT LLC's Chevron Corp Holding Summary

As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 135,143.00 shares of Chevron Corp(CVX), totaling $22.61 Mil. This investment constitutes 1.51% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 4 purchases of CVX, at an average price of $151.26, for a total of 136,525.00 shares. In addition, there have been 1 sales at an average price of $159.46 for 1,382.00 shares. Based on historical transaction data and CVX's current price of $150.04, ROTHSCHILD INVESTMENT LLC's estimated gain on his CVX holdings is $-153,499.72, reflecting a -0.74% gain to date.

ROTHSCHILD INVESTMENT LLC CVX ($150.04) Holding Chart

ROTHSCHILD INVESTMENT 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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