Wealth Group, Ltd. CVX Holdings History
Wealth Group, Ltd.'s Chevron Corp Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 22,075.00 shares of Chevron Corp(CVX), totaling $3.69 Mil. This investment constitutes 2.39% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Chevron Corp(CVX) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 3 purchases of CVX, at an average price of $151.66, for a total of 22,169.00 shares. In addition, there have been 1 sales at an average price of $153.12 for 94.00 shares. Based on historical transaction data and CVX's current price of $150.04, Wealth Group, Ltd.'s estimated gain on his CVX holdings is $-35,721.08, reflecting a -1.06% gain to date.
Wealth Group, Ltd. CVX ($150.04) Holding Chart
Wealth Group, Ltd. 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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