Wallace Advisory Group, LLC CVX Holdings History
Wallace Advisory Group, LLC's Chevron Corp Holding Summary
As of 2025-03-31, Wallace Advisory Group, LLC held 44,493.00 shares of Chevron Corp(CVX), totaling $6.44 Mil. This investment constitutes 4.46% of their stock portfolio, and Wallace Advisory Group, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2022Q4. And since then Wallace Advisory Group, LLC has made 4 purchases of CVX, at an average price of $173.46, for a total of 44,780.00 shares. In addition, there have been 4 sales at an average price of $158.09 for 287.00 shares. Based on historical transaction data and CVX's current price of $149.68, Wallace Advisory Group, LLC's estimated gain on his CVX holdings is $-1.06 Mil, reflecting a -13.68% gain to date.
Wallace Advisory Group, LLC CVX ($149.68) Holding Chart
Wallace Advisory Group, LLC CVX ($149.68) 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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