Breakwater Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9K | Hold |
453
| – | – | 0.03% | 141 |
|
|
2025
Q1 | $75.8K | Hold |
453
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $65.6K | Hold |
453
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $66.7K | Hold |
453
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $70.9K | Hold |
453
| – | – | 0.03% | 122 |
|
|
2024
Q1 | $71.5K | Buy |
+453
| New | +$71.5K | 0.03% | 120 |
|