Warren Street Wealth Advisors, LLC CVX Holdings History
Warren Street Wealth Advisors, LLC's Chevron Corp Holding Summary
As of 2025-06-30, Warren Street Wealth Advisors, LLC held 38,491.00 shares of Chevron Corp(CVX), totaling $5.51 Mil. This investment constitutes 1.82% of their stock portfolio, and Warren Street Wealth Advisors, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2021Q4. And since then Warren Street Wealth Advisors, LLC has made 9 purchases of CVX, at an average price of $138.31, for a total of 51,310.00 shares. In addition, there have been 5 sales at an average price of $161.58 for 12,819.00 shares. Based on historical transaction data and CVX's current price of $150.04, Warren Street Wealth Advisors, LLC's estimated gain on his CVX holdings is $749,920.79, reflecting a 10.57% gain to date.
Warren Street Wealth Advisors, LLC CVX ($150.04) Holding Chart
Warren Street Wealth Advisors, 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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