SYNTAX ADVISORS, LLC CVX Holdings History
Number of Shares
4,415.00
Current Holdings Value*
$744,460.00
% of Portfolio
0.66%
Total Estimate Gain
$249,877.22
% of Total Estimate Gain
26.06%
SYNTAX ADVISORS, LLC's Chevron Corp Holding Summary
As of 2023-09-30, SYNTAX ADVISORS, LLC held 4,415.00 shares of Chevron Corp(CVX), totaling $744,460.00. This investment constitutes 0.66% of their stock portfolio, and SYNTAX ADVISORS, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2021Q4. And since then SYNTAX ADVISORS, LLC has made 3 purchases of CVX, at an average price of $119.36, for a total of 8,034.00 shares. In addition, there have been 4 sales at an average price of $149.55 for 3,619.00 shares. Based on historical transaction data and CVX's current price of $151.21, SYNTAX ADVISORS, LLC's estimated gain on his CVX holdings is $249,877.22, reflecting a 26.06% gain to date.
SYNTAX ADVISORS, LLC CVX ($151.21) Holding Chart
SYNTAX ADVISORS, LLC CVX ($151.21) 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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