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IronBridge Private Wealth’s Chevron CVX Stock Holding History

IronBridge Private Wealth’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,881
Closed -$4.47M – 54
2024
Q4 		$4.47M Sell
30,881
-11,729
-28% -$1.8M 1.64% 17
2024
Q3 		$6.28M Sell
42,610
-942
-2% -$140K 2.34% 13
2024
Q2 		$6.81M Buy
43,552
+1,931
+5% +$308K 2.55% 13
2024
Q1 		$6.57M Buy
41,621
+2,428
+6% +$366K 2.72% 13
2023
Q4 		$5.85M Buy
39,193
+1,761
+5% +$266K 2.85% 16
2023
Q3 		$6.31M Buy
37,432
+891
+2% +$144K 3.42% 8
2023
Q2 		$5.75M Buy
36,541
+6,461
+21% +$1.04M 3.23% 9
2023
Q1 		$4.91M Buy
30,080
+412
+1% +$69.1K 3.14% 11
2022
Q4 		$5.33M Buy
+29,668
New +$5.18M 4.38% 10
2022
Q1 		– Sell
-1,030
Closed -$121K – 93
2021
Q4 		$121K Buy
1,030
+1,000
+3,333% +$114K 0.06% 46
2021
Q3 		$3K Hold
30
– – ﹤0.01% 235
2021
Q2 		$3K Buy
30
+1
+3% +$106 ﹤0.01% 243
2021
Q1 		$3K Hold
29
– – ﹤0.01% 244
2020
Q4 		$2K Buy
+29
New +$2.35K ﹤0.01% 232

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IronBridge Private Wealth's CVX Position: Q1 2025 in Review

IronBridge Private Wealth sold out of Chevron (CVX) in Q1 2025, closing a stake of 30,881 shares — an estimated $4.47M sold.

IronBridge Private Wealth first reported a position in CVX in Q4 2020 and held it in 14 quarters. The position peaked at $6.81M in Q2 2024. 3,815 funds tracked by Wall St. Rank hold CVX as of Q1 2025.

  • IronBridge Private Wealth reported no remaining Chevron position as of Q1 2025 after selling out during the quarter.
  • IronBridge Private Wealth sold 30,881 Chevron shares in Q1 2025, an estimated $4.47M.
  • IronBridge Private Wealth first reported a position in Chevron in Q4 2020 and held it in 14 quarters.
  • IronBridge Private Wealth's Chevron position peaked at $6.81M in Q2 2024.
  • 3,815 funds tracked by Wall St. Rank held Chevron as of Q1 2025.

Based on IronBridge Private Wealth's 13F filing for Q1 2025, filed 15 May 2025.