WCM Quality Dividend Growth Fund CVX Holdings History
WCM Quality Dividend Growth Fund's Chevron Corp Holding Summary
As of 2025-03-31, WCM Quality Dividend Growth Fund held 428.00 shares of Chevron Corp(CVX), totaling $71,600.00. This investment constitutes 3.79% of their stock portfolio, and WCM Quality Dividend Growth Fund now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2023Q3. And since then WCM Quality Dividend Growth Fund has made 3 purchases of CVX, at an average price of $152.78, for a total of 1,486.00 shares. In addition, there have been 3 sales at an average price of $155.71 for 1,058.00 shares. Based on historical transaction data and CVX's current price of $151.65, WCM Quality Dividend Growth Fund's estimated gain on his CVX holdings is $2,614.96, reflecting a 1.15% gain to date.
WCM Quality Dividend Growth Fund CVX ($151.65) Holding Chart
WCM Quality Dividend Growth Fund CVX ($151.65) 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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