Stack Financial Management, Inc CVX Holdings History
Stack Financial Management, Inc's Chevron Corp Holding Summary
As of 2025-03-31, Stack Financial Management, Inc held 278,337.00 shares of Chevron Corp(CVX), totaling $46.56 Mil. This investment constitutes 3.88% of their stock portfolio, and Stack Financial Management, Inc now holds 0.02% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2014Q1. And since then Stack Financial Management, Inc has made 21 purchases of CVX, at an average price of $114.45, for a total of 421,085.00 shares. In addition, there have been 15 sales at an average price of $160.10 for 142,748.00 shares. Based on historical transaction data and CVX's current price of $143.58, Stack Financial Management, Inc's estimated gain on his CVX holdings is $14.62 Mil, reflecting a 30.34% gain to date.
Stack Financial Management, Inc CVX ($143.58) Holding Chart
Stack Financial Management, Inc CVX ($143.58) 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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