Number of Shares
1,198.00
Current Holdings Value*
$200,410.00
% of Portfolio
0.13%
Total Estimate Gain
$-5,279.00
% of Total Estimate Gain
-1.29%

Stephenson & Company, Inc.'s Chevron Corp Holding Summary

As of 2025-03-31, Stephenson & Company, Inc. held 1,198.00 shares of Chevron Corp(CVX), totaling $200,410.00. This investment constitutes 0.13% of their stock portfolio, and Stephenson & Company, Inc. now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 1 purchases of CVX, at an average price of $153.63, for a total of 2,657.00 shares. In addition, there have been 3 sales at an average price of $153.51 for 1,459.00 shares. Based on historical transaction data and CVX's current price of $149.37, Stephenson & Company, Inc.'s estimated gain on his CVX holdings is $-5,279.00, reflecting a -1.29% gain to date.

Stephenson & Company, Inc. CVX ($149.37) Holding Chart

Stephenson & Company, Inc. CVX ($149.37) 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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