Number of Shares
555.00
Current Holdings Value*
$88,030.00
% of Portfolio
7.84%
Total Estimate Gain
$46,003.22
% of Total Estimate Gain
31.53%

Saratoga Energy & Basic Materials Portfolio's Chevron Corp Holding Summary

As of 2025-02-28, Saratoga Energy & Basic Materials Portfolio held 555.00 shares of Chevron Corp(CVX), totaling $88,030.00. This investment constitutes 7.84% of their stock portfolio, and Saratoga Energy & Basic Materials Portfolio now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2020Q2. And since then Saratoga Energy & Basic Materials Portfolio has made 8 purchases of CVX, at an average price of $106.72, for a total of 1,367.00 shares. In addition, there have been 11 sales at an average price of $134.01 for 812.00 shares. Based on historical transaction data and CVX's current price of $149.68, Saratoga Energy & Basic Materials Portfolio's estimated gain on his CVX holdings is $46,003.22, reflecting a 31.53% gain to date.

Saratoga Energy & Basic Materials Portfolio CVX ($149.68) Holding Chart

Saratoga Energy & Basic Materials Portfolio CVX ($149.68) 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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