Retirement Group, LLC CVX Holdings History

Number of Shares
43,760.00
Current Holdings Value*
$6.90 Mil
% of Portfolio
2.47%
Total Estimate Gain
$3.17 Mil
% of Total Estimate Gain
25.13%

Retirement Group, LLC's Chevron Corp Holding Summary

As of 2024-03-31, Retirement Group, LLC held 43,760.00 shares of Chevron Corp(CVX), totaling $6.90 Mil. This investment constitutes 2.47% of their stock portfolio, and Retirement Group, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 9 purchases of CVX, at an average price of $117.78, for a total of 107,027.00 shares. In addition, there have been 7 sales at an average price of $141.91 for 63,267.00 shares. Based on historical transaction data and CVX's current price of $155.31, Retirement Group, LLC's estimated gain on his CVX holdings is $3.17 Mil, reflecting a 25.13% gain to date.

Retirement Group, LLC CVX ($155.31) Holding Chart

Retirement Group, LLC CVX ($155.31) 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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