Spurstone Advisory Services, LLC CVX Holdings History
Number of Shares
2,020.00
Current Holdings Value*
$337,930.00
% of Portfolio
6.58%
Total Estimate Gain
$-6,221.60
% of Total Estimate Gain
-2.01%
Spurstone Advisory Services, LLC's Chevron Corp Holding Summary
As of 2025-03-31, Spurstone Advisory Services, LLC held 2,020.00 shares of Chevron Corp(CVX), totaling $337,930.00. This investment constitutes 6.58% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and CVX's current price of $150.04, Spurstone Advisory Services, LLC's estimated gain on his CVX holdings is $-6,221.60, reflecting a -2.01% gain to date.
Spurstone Advisory Services, LLC CVX ($150.04) Holding Chart
Spurstone Advisory Services, 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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