Number of Shares
23,229.00
Current Holdings Value*
$3.42 Mil
% of Portfolio
3.58%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
26.50%

Sage Investment Advisers LLC's Chevron Corp Holding Summary

As of 2024-09-30, Sage Investment Advisers LLC held 23,229.00 shares of Chevron Corp(CVX), totaling $3.42 Mil. This investment constitutes 3.58% of their stock portfolio, and Sage Investment Advisers LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2021Q4. And since then Sage Investment Advisers LLC has made 2 purchases of CVX, at an average price of $114.38, for a total of 43,726.00 shares. In addition, there have been 8 sales at an average price of $145.73 for 20,497.00 shares. Based on historical transaction data and CVX's current price of $143.79, Sage Investment Advisers LLC's estimated gain on his CVX holdings is $1.33 Mil, reflecting a 26.50% gain to date.

Sage Investment Advisers LLC CVX ($143.79) Holding Chart

Sage Investment Advisers LLC CVX ($143.79) 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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