VANTAGE WEALTH CVX Holdings History
VANTAGE WEALTH's Chevron Corp Holding Summary
As of 2025-06-30, VANTAGE WEALTH held 125,500.00 shares of Chevron Corp(CVX), totaling $17.97 Mil. This investment constitutes 4.07% of their stock portfolio, and VANTAGE WEALTH now holds 0.01% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2014Q1. And since then VANTAGE WEALTH has made 13 purchases of CVX, at an average price of $141.28, for a total of 201,156.00 shares. In addition, there have been 8 sales at an average price of $97.61 for 75,656.00 shares. Based on historical transaction data and CVX's current price of $150.04, VANTAGE WEALTH's estimated gain on his CVX holdings is $-2.21 Mil, reflecting a -7.76% gain to date.
VANTAGE WEALTH CVX ($150.04) Holding Chart
VANTAGE WEALTH 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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