LB
Legacy Bridge’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Hold |
8,858
| – | – | 0.6% | 64 |
|
|
2025
Q1 | $1.48M | Buy |
8,858
+200
| +2% | +$33.5K | 0.83% | 42 |
|
|
2024
Q4 | $1.25M | Hold |
8,658
| – | – | 0.65% | 58 |
|
|
2024
Q3 | $1.28M | Hold |
8,658
| – | – | 0.69% | 60 |
|
|
2024
Q2 | $1.35M | Buy |
8,658
+20
| +0.2% | +$3.13K | 0.8% | 51 |
|
|
2024
Q1 | $1.36M | Sell |
8,638
-870
| -9% | -$137K | 0.8% | 51 |
|
|
2023
Q4 | $1.42M | Sell |
9,508
-250
| -3% | -$37.3K | 0.92% | 38 |
|
|
2023
Q3 | $1.65M | Hold |
9,758
| – | – | 1.17% | 15 |
|
|
2023
Q2 | $1.54M | Buy |
9,758
+280
| +3% | +$44.1K | 1.02% | 26 |
|
|
2023
Q1 | $1.55M | Buy |
9,478
+260
| +3% | +$42.4K | 1.08% | 24 |
|
|
2022
Q4 | $1.65M | Buy |
9,218
+464
| +5% | +$83.3K | 1.18% | 16 |
|
|
2022
Q3 | $1.26M | Hold |
8,754
| – | – | 1% | 26 |
|
|
2022
Q2 | $1.27M | Hold |
8,754
| – | – | 0.94% | 28 |
|
|
2022
Q1 | $1.43M | Sell |
8,754
-130
| -1% | -$21.2K | 0.83% | 40 |
|
|
2021
Q4 | $1.04M | Buy |
8,884
+165
| +2% | +$19.4K | 0.54% | 81 |
|
|
2021
Q3 | $885K | Sell |
8,719
-150
| -2% | -$15.2K | 0.51% | 82 |
|
|
2021
Q2 | $929K | Buy |
8,869
+5,290
| +148% | +$554K | 0.53% | 84 |
|
|
2021
Q1 | $375K | Buy |
3,579
+1,422
| +66% | +$149K | 0.24% | 115 |
|
|
2020
Q4 | $182K | Hold |
2,157
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $155K | Sell |
2,157
-28
| -1% | -$2.01K | 0.14% | 133 |
|
|
2020
Q2 | $195K | Sell |
2,185
-214
| -9% | -$19.1K | 0.21% | 118 |
|
|
2020
Q1 | $174K | Sell |
2,399
-5,077
| -68% | -$368K | 0.22% | 120 |
|
|
2019
Q4 | $901K | Buy |
7,476
+911
| +14% | +$110K | 0.75% | 42 |
|
|
2019
Q3 | $779K | Sell |
6,565
-348
| -5% | -$41.3K | 0.74% | 45 |
|
|
2019
Q2 | $860K | Hold |
6,913
| – | – | 0.83% | 36 |
|
|
2019
Q1 | $852K | Buy |
6,913
+130
| +2% | +$16K | 0.88% | 26 |
|
|
2018
Q4 | $738K | Buy |
+6,783
| New | +$738K | 0.91% | 26 |
|