Talbot Financial, LLC CVX Holdings History

Number of Shares
113,582.00
Current Holdings Value*
$19.00 Mil
% of Portfolio
2.38%
Total Estimate Gain
$-2.21 Mil
% of Total Estimate Gain
-11.45%

Talbot Financial, LLC's Chevron Corp Holding Summary

As of 2025-03-31, Talbot Financial, LLC held 113,582.00 shares of Chevron Corp(CVX), totaling $19.00 Mil. This investment constitutes 2.38% of their stock portfolio, and Talbot Financial, LLC now holds 0.01% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2022Q4. And since then Talbot Financial, LLC has made 7 purchases of CVX, at an average price of $169.45, for a total of 113,765.00 shares. In addition, there have been 2 sales at an average price of $159.20 for 183.00 shares. Based on historical transaction data and CVX's current price of $150.04, Talbot Financial, LLC's estimated gain on his CVX holdings is $-2.21 Mil, reflecting a -11.45% gain to date.

Talbot Financial, LLC CVX ($150.04) Holding Chart

Talbot Financial, 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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