Number of Shares
2,500.00
Current Holdings Value*
$418,230.00
% of Portfolio
4.26%
Total Estimate Gain
$960,015.00
% of Total Estimate Gain
77.62%

Spirit of America Income Fund's Chevron Corp Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 2,500.00 shares of Chevron Corp(CVX), totaling $418,230.00. This investment constitutes 4.26% 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 2020Q2. And since then Spirit of America Income Fund has made 2 purchases of CVX, at an average price of $88.34, for a total of 14,000.00 shares. In addition, there have been 7 sales at an average price of $158.77 for 11,500.00 shares. Based on historical transaction data and CVX's current price of $148.37, Spirit of America Income Fund's estimated gain on his CVX holdings is $960,015.00, reflecting a 77.62% gain to date.

Spirit of America Income Fund CVX ($148.37) Holding Chart

Spirit of America Income Fund CVX ($148.37) 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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