Total Wealth Planning & Management, Inc. CVX Holdings History
Total Wealth Planning & Management, Inc.'s Chevron Corp Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 2,100.00 shares of Chevron Corp(CVX), totaling $351,310.00. This investment constitutes 0.33% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q4. And since then Total Wealth Planning & Management, Inc. has made 1 purchases of CVX, at an average price of $154.85, for a total of 7,288.00 shares. Based on historical transaction data and CVX's current price of $149.47, Total Wealth Planning & Management, Inc.'s estimated gain on his CVX holdings is $-39,210.74, reflecting a -3.47% gain to date.
Total Wealth Planning & Management, Inc. CVX ($149.47) Holding Chart
Total Wealth Planning & Management, Inc. CVX ($149.47) 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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