Number of Shares
797,186.00
Current Holdings Value*
$114.15 Mil
% of Portfolio
2.87%
Total Estimate Gain
$28.26 Mil
% of Total Estimate Gain
28.88%

Stonegate Investment Group, LLC's Chevron Corp Holding Summary

As of 2025-06-30, Stonegate Investment Group, LLC held 797,186.00 shares of Chevron Corp(CVX), totaling $114.15 Mil. This investment constitutes 2.87% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.04% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 11 purchases of CVX, at an average price of $119.04, for a total of 822,045.00 shares. In addition, there have been 4 sales at an average price of $162.83 for 24,859.00 shares. Based on historical transaction data and CVX's current price of $153.12, Stonegate Investment Group, LLC's estimated gain on his CVX holdings is $28.26 Mil, reflecting a 28.88% gain to date.

Stonegate Investment Group, LLC CVX ($153.12) Holding Chart

Stonegate Investment Group, LLC CVX ($153.12) 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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