Number of Shares
39,995.00
Current Holdings Value*
$5.73 Mil
% of Portfolio
4.16%
Total Estimate Gain
$-906,790.56
% of Total Estimate Gain
-12.30%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC's Chevron Corp Holding Summary

As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 39,995.00 shares of Chevron Corp(CVX), totaling $5.73 Mil. This investment constitutes 4.16% of their stock portfolio, and SILVIA MCCOLL WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2022Q4. And since then SILVIA MCCOLL WEALTH MANAGEMENT, LLC has made 4 purchases of CVX, at an average price of $174.12, for a total of 42,345.00 shares. In addition, there have been 6 sales at an average price of $153.10 for 2,350.00 shares. Based on historical transaction data and CVX's current price of $152.68, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his CVX holdings is $-906,790.56, reflecting a -12.30% gain to date.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC CVX ($152.68) Holding Chart

SILVIA MCCOLL WEALTH MANAGEMENT, LLC CVX ($152.68) 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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