IronBridge Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.47M | Sell |
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|
2024
Q3 | $6.28M | Sell |
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|
2024
Q2 | $6.81M | Buy |
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|
2024
Q1 | $6.57M | Buy |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $6.31M | Buy |
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|
2023
Q2 | $5.75M | Buy |
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|
2023
Q1 | $4.91M | Buy |
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|
2022
Q4 | $5.33M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $2K | Buy |
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