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Lionsbridge Wealth Management’s Chevron CVX Stock Holding History

Lionsbridge Wealth Management’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
Q2 		– Sell
-1,679
Closed -$281K – 61
2025
Q1 		$281K Buy
+1,679
New +$263K 0.25% 56
2020
Q1 		– Sell
-779
Closed -$94K – 88
2019
Q4 		$94K Buy
+779
New +$91.8K 0.09% 54

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lionsbridge Wealth Management's CVX Position: Q2 2025 in Review

Lionsbridge Wealth Management sold out of Chevron (CVX) in Q2 2025, closing a stake of 1,679 shares — an estimated $281K sold.

Lionsbridge Wealth Management first reported a position in CVX in Q4 2019 and held it in 2 quarters. The position peaked at $281K in Q1 2025. 3,698 funds tracked by Wall St. Rank hold CVX as of Q2 2025.

  • Lionsbridge Wealth Management reported no remaining Chevron position as of Q2 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 1,679 Chevron shares in Q2 2025, an estimated $281K.
  • Lionsbridge Wealth Management first reported a position in Chevron in Q4 2019 and held it in 2 quarters.
  • Lionsbridge Wealth Management's Chevron position peaked at $281K in Q1 2025.
  • 3,698 funds tracked by Wall St. Rank held Chevron as of Q2 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.