Number of Shares
24,980.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
0.39%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
14.98%

SeaCrest Wealth Management, LLC's Chevron Corp Holding Summary

As of 2025-06-30, SeaCrest Wealth Management, LLC held 24,980.00 shares of Chevron Corp(CVX), totaling $3.58 Mil. This investment constitutes 0.39% of their stock portfolio, and SeaCrest Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q2. And since then SeaCrest Wealth Management, LLC has made 14 purchases of CVX, at an average price of $124.68, for a total of 86,038.00 shares. In addition, there have been 15 sales at an average price of $140.62 for 61,058.00 shares. Based on historical transaction data and CVX's current price of $150.04, SeaCrest Wealth Management, LLC's estimated gain on his CVX holdings is $1.61 Mil, reflecting a 14.98% gain to date.

SeaCrest Wealth Management, LLC CVX ($150.04) Holding Chart

SeaCrest Wealth Management, LLC CVX ($150.04) 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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