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
2021 Q2	–	Sell	-1,000	Closed	-$105K	–	280
2021 Q1	$105K	Hold	1,000	–	–	0.07%	46
2020 Q4	$84K	Buy	+1,000	New	+$81K	0.06%	44

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.