Number of Shares
7,310.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
0.69%
Total Estimate Gain
$560,181.30
% of Total Estimate Gain
26.51%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Chevron Corp Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 7,310.00 shares of Chevron Corp(CVX), totaling $1.22 Mil. This investment constitutes 0.69% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 6 purchases of CVX, at an average price of $122.43, for a total of 17,260.00 shares. In addition, there have been 7 sales at an average price of $154.19 for 9,950.00 shares. Based on historical transaction data and CVX's current price of $155.83, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his CVX holdings is $560,181.30, reflecting a 26.51% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND CVX ($155.83) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND CVX ($155.83) 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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