Number of Shares
14,611.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
1.28%
Total Estimate Gain
$-45,018.98
% of Total Estimate Gain
-2.01%

Tumwater Wealth Management, LLC's Chevron Corp Holding Summary

As of 2025-03-31, Tumwater Wealth Management, LLC held 14,611.00 shares of Chevron Corp(CVX), totaling $2.44 Mil. This investment constitutes 1.28% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2024Q4. And since then Tumwater Wealth Management, LLC has made 1 purchases of CVX, at an average price of $153.12, for a total of 14,611.00 shares. Based on historical transaction data and CVX's current price of $150.04, Tumwater Wealth Management, LLC's estimated gain on his CVX holdings is $-45,018.98, reflecting a -2.01% gain to date.

Tumwater Wealth Management, LLC CVX ($150.04) Holding Chart

Tumwater Wealth Management, LLC 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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