Coastal Bridge Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $638K | Hold |
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|
2024
Q3 | $649K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $832K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.22M | Hold |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $921K | Hold |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $892K | Hold |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $609K | Sell |
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|
2021
Q2 | $724K | Buy |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $342K | Sell |
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|
2020
Q3 | $398K | Sell |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $666K | Sell |
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|
2019
Q3 | $696K | Buy |
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|
2019
Q2 | $702K | Sell |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $708K | Hold |
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|
2018
Q3 | $796K | Hold |
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|
2018
Q2 | $823K | Hold |
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|
2018
Q1 | $742K | Buy |
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|
2017
Q4 | $690K | Sell |
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|
2017
Q3 | $720K | Buy |
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|
2017
Q2 | $579K | Buy |
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|
2017
Q1 | $572K | Sell |
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|
2016
Q4 | $684K | Buy |
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|
2016
Q3 | $537K | Sell |
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|
2016
Q2 | $562K | Hold |
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|
2016
Q1 | $512K | Buy |
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|
2015
Q4 | $426K | Buy |
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