Number of Shares
30,957.00
Current Holdings Value*
$5.18 Mil
% of Portfolio
3.66%
Total Estimate Gain
$4.14 Mil
% of Total Estimate Gain
68.26%

WOODWARD DIVERSIFIED CAPITAL, LLC's Chevron Corp Holding Summary

As of 2025-03-31, WOODWARD DIVERSIFIED CAPITAL, LLC held 30,957.00 shares of Chevron Corp(CVX), totaling $5.18 Mil. This investment constitutes 3.66% of their stock portfolio, and WOODWARD DIVERSIFIED CAPITAL, LLC now holds 0% of the outstanding Chevron Corp(CVX) stock.

The initial trade took place in 2020Q4. And since then WOODWARD DIVERSIFIED CAPITAL, LLC has made 4 purchases of CVX, at an average price of $83.59, for a total of 72,570.00 shares. In addition, there have been 13 sales at an average price of $138.30 for 41,613.00 shares. Based on historical transaction data and CVX's current price of $143.79, WOODWARD DIVERSIFIED CAPITAL, LLC's estimated gain on his CVX holdings is $4.14 Mil, reflecting a 68.26% gain to date.

WOODWARD DIVERSIFIED CAPITAL, LLC CVX ($143.79) Holding Chart

WOODWARD DIVERSIFIED CAPITAL, LLC CVX ($143.79) 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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