Legacy Bridge’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.81M | Sell |
8,772
-2
| -0% | -$365 | 0.69% | 49 |
|
|
2025
Q4 | $1.34M | Buy |
8,774
+21
| +0.2% | +$3.2K | 0.54% | 68 |
|
|
2025
Q3 | $1.36M | Sell |
8,753
-105
| -1% | -$16.3K | 0.57% | 63 |
|
|
2025
Q2 | $1.27M | Hold |
8,858
| – | – | 0.6% | 64 |
|
|
2025
Q1 | $1.48M | Buy |
8,858
+200
| +2% | +$31.3K | 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% | +$3.19K | 0.8% | 51 |
|
|
2024
Q1 | $1.36M | Sell |
8,638
-870
| -9% | -$131K | 0.8% | 51 |
|
|
2023
Q4 | $1.42M | Sell |
9,508
-250
| -3% | -$37.8K | 0.92% | 38 |
|
|
2023
Q3 | $1.65M | Hold |
9,758
| – | – | 1.17% | 15 |
|
|
2023
Q2 | $1.54M | Buy |
9,758
+280
| +3% | +$44.9K | 1.02% | 26 |
|
|
2023
Q1 | $1.55M | Buy |
9,478
+260
| +3% | +$43.6K | 1.08% | 24 |
|
|
2022
Q4 | $1.65M | Buy |
9,218
+464
| +5% | +$81K | 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% | -$18.6K | 0.83% | 40 |
|
|
2021
Q4 | $1.04M | Buy |
8,884
+165
| +2% | +$18.7K | 0.54% | 81 |
|
|
2021
Q3 | $885K | Sell |
8,719
-150
| -2% | -$15K | 0.51% | 82 |
|
|
2021
Q2 | $929K | Buy |
8,869
+5,290
| +148% | +$558K | 0.53% | 84 |
|
|
2021
Q1 | $375K | Buy |
3,579
+1,422
| +66% | +$139K | 0.24% | 115 |
|
|
2020
Q4 | $182K | Hold |
2,157
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $155K | Sell |
2,157
-28
| -1% | -$2.35K | 0.14% | 133 |
|
|
2020
Q2 | $195K | Sell |
2,185
-214
| -9% | -$19.2K | 0.21% | 118 |
|
|
2020
Q1 | $174K | Sell |
2,399
-5,077
| -68% | -$502K | 0.22% | 120 |
|
|
2019
Q4 | $901K | Buy |
7,476
+911
| +14% | +$107K | 0.75% | 42 |
|
|
2019
Q3 | $779K | Sell |
6,565
-348
| -5% | -$42.3K | 0.74% | 45 |
|
|
2019
Q2 | $860K | Hold |
6,913
| – | – | 0.83% | 36 |
|
|
2019
Q1 | $852K | Buy |
6,913
+130
| +2% | +$15.4K | 0.88% | 26 |
|
|
2018
Q4 | $738K | Buy |
+6,783
| New | +$786K | 0.91% | 26 |
|
Other funds holding CVX
VCM
VPM
Legacy Bridge's CVX Position: Q1 2026 in Review
Legacy Bridge reduced its Chevron (CVX) stake by 0.02% in Q1 2026, selling an estimated $365 and leaving 8,772 shares worth $1.81M. The position accounts for 0.69% of the portfolio, ranked #49.
Legacy Bridge first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Legacy Bridge held 8,772 shares of Chevron worth $1.81M as of Q1 2026.
- Legacy Bridge sold 2 Chevron shares in Q1 2026, an estimated $365.
- Chevron made up 0.69% of Legacy Bridge's portfolio in Q1 2026, its #49 holding.
- Legacy Bridge first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.