BROADWATER CAPITAL MANAGEMENT LLC’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.45M Hold
2025
Q2
$500K Sell
2025
Q1
$1.62M Hold
2024
Q4
$1.4M Hold
2024
Q3
$1.42M Sell
2024
Q2
$1.62M Hold
2024
Q1
$1.63M Sell
2023
Q4
$1.55M Buy