Number of Shares
75,536.00
Current Holdings Value*
$12.64 Mil
% of Portfolio
2.41%
Total Estimate Gain
$3.74 Mil
% of Total Estimate Gain
32.51%

Alpha Omega Wealth Management LLC's Chevron Corp Holding Summary

As of 2025-03-31, Alpha Omega Wealth Management LLC held 75,536.00 shares of Chevron Corp(CVX), totaling $12.64 Mil. This investment constitutes 2.41% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 11 purchases of CVX, at an average price of $105.89, for a total of 108,670.00 shares. In addition, there have been 17 sales at an average price of $143.91 for 33,134.00 shares. Based on historical transaction data and CVX's current price of $138.73, Alpha Omega Wealth Management LLC's estimated gain on his CVX holdings is $3.74 Mil, reflecting a 32.51% gain to date.

Alpha Omega Wealth Management LLC CVX ($138.73) Holding Chart

Alpha Omega Wealth Management LLC CVX ($138.73) 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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