Number of Shares
9,033.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
0.31%
Total Estimate Gain
$306,380.63
% of Total Estimate Gain
28.28%

Madrona Financial Services, LLC's Chevron Corp Holding Summary

As of 2025-06-30, Madrona Financial Services, LLC held 9,033.00 shares of Chevron Corp(CVX), totaling $1.29 Mil. This investment constitutes 0.31% of their stock portfolio, and Madrona Financial Services, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2014Q4. And since then Madrona Financial Services, LLC has made 2 purchases of CVX, at an average price of $119.12, for a total of 9,095.00 shares. In addition, there have been 1 sales at an average price of $106.72 for 62.00 shares. Based on historical transaction data and CVX's current price of $153.12, Madrona Financial Services, LLC's estimated gain on his CVX holdings is $306,380.63, reflecting a 28.28% gain to date.

Madrona Financial Services, LLC CVX ($153.12) Holding Chart

Madrona Financial Services, LLC CVX ($153.12) 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 %

Top Ranked Articles

  • 1