Number of Shares
82,097.00
Current Holdings Value*
$13.73 Mil
% of Portfolio
0.36%
Total Estimate Gain
$17.42 Mil
% of Total Estimate Gain
24.05%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Chevron Corp Holding Summary

As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 82,097.00 shares of Chevron Corp(CVX), totaling $13.73 Mil. This investment constitutes 0.36% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q3. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 21 purchases of CVX, at an average price of $121.47, for a total of 596,308.00 shares. In addition, there have been 6 sales at an average price of $150.87 for 514,211.00 shares. Based on historical transaction data and CVX's current price of $149.53, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his CVX holdings is $17.42 Mil, reflecting a 24.05% gain to date.

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CVX ($149.53) Holding Chart

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CVX ($149.53) 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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